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State Street SPDR Dow Jones Industrial Average ETF Trust

884 hedge funds and large institutions have $9.86B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 290 increasing their positions, 262 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 53

21% more capital invested

Capital invested by funds: $8.13B → $9.86B (+$1.72B)

11% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 262

6% more funds holding in top 10

Funds holding in top 10: 4952 (+3)

4% more funds holding

Funds holding: 852884 (+32)

1.17% more ownership

Funds ownership: 33.59%34.76% (+1.2%)

21% less call options, than puts

Call options by funds: $4.62B | Put options by funds: $5.87B

Holders
884
Holders Change
+32
Holders Change %
+3.76%
% of All Funds
15.52%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.91%
New
99
Increased
290
Reduced
262
Closed
53
Calls
$4.62B
Puts
$5.87B
Net Calls
-$1.25B
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
326
Roundview Capital
New Jersey
$1.28M
ECG
327
Edge Capital Group
Georgia
$1.28M -$30.3K -96 -2%
CAG
328
Csenge Advisory Group
Florida
$1.28M -$1.48M -4,676 -55%
MMHP
329
Murphy Middleton Hinkle & Parker
Georgia
$1.25M
AAMA
330
Advanced Asset Management Advisors
Ohio
$1.24M
CRI
331
Colonial River Investments
Virginia
$1.24M +$272K +862 +30%
CWM
332
Connecticut Wealth Management
Connecticut
$1.24M
EW
333
Evoke Wealth
California
$1.24M +$25.6K +81 +2%
SCM
334
SOL Capital Management
Maryland
$1.23M -$7.89K -25 -0.7%
BW
335
Bison Wealth
Georgia
$1.22M +$20.5K +65 +2%
M
336
MOTCO
Texas
$1.22M -$37.2K -118 -3%
DC
337
Davenport & Co
Virginia
$1.22M -$392K -1,242 -25%
MIFH
338
Migdal Insurance & Financial Holdings
Israel
$1.22M +$1.16M +3,687 New
VFA
339
Voya Financial Advisors
Connecticut
$1.21M -$1.01M -3,190 -47%
KIA
340
KCM Investment Advisors
California
$1.2M +$31.6K +100 +3%
AMIM
341
Aull & Monroe Investment Management
Alabama
$1.19M -$22.1K -70 -2%
CCT
342
Country Club Trust
Missouri
$1.19M
RC
343
RegentAtlantic Capital
New Jersey
$1.18M
BDS
344
Banco de Sabadell
Florida
$1.18M +$1.12M +3,550 New
MLL
345
Moody Lynn & Lieberson
Massachusetts
$1.17M +$2.52K +8 +0.2%
KOC
346
Koss-Olinger Consulting
Florida
$1.17M +$1.12M +3,550 New
CTC
347
Central Trust Company
Missouri
$1.16M -$47.3K -150 -4%
IFG
348
Investors Financial Group
Minnesota
$1.16M +$31.6K +100 +3%
LB
349
Leo Brokerage
Texas
$1.14M +$4.42K +14 +0.4%
VC
350
Vicus Capital
Pennsylvania
$1.12M +$1.07M +3,400 New

DIA Hedge Fund Activity: Q1 2021 in Review

884 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2021, worth a combined $9.86B — up 21% from $8.13B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DIA positions and 53 closed out — a net gain of 46 holders — while 290 added to existing stakes and 262 trimmed.

The largest buyer was Bank of America, adding an estimated $921M. The largest seller was Goldman Sachs, cutting an estimated $177M.

  • 884 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2021, up from 852 in Q4 2020.
  • Funds reported $9.86B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2021, up 21% quarter-over-quarter.
  • 99 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2021 and 53 closed out, a net change of +46 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2021 was Bank of America, an estimated $921M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2021 was Goldman Sachs, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2021.