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State Street SPDR Dow Jones Industrial Average ETF Trust

960 hedge funds and large institutions have $9.7B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 317 increasing their positions, 235 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 5260 (+8)

8% more funds holding

Funds holding: 887960 (+73)

6% more capital invested

Capital invested by funds: $9.14B → $9.7B (+$560M)

0.11% more ownership

Funds ownership: 32.07%32.18% (+0.11%)

64% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $15.8B

Holders
960
Holders Change
+73
Holders Change %
+8.23%
% of All Funds
14.77%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.92%
New
159
Increased
317
Reduced
235
Closed
69
Calls
$5.69B
Puts
$15.8B
Net Calls
-$10.1B
Net Calls Change
-$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
351
Intercontinental Wealth Advisors
Texas
$1.42M +$668K +1,881 +93%
DHGWA
352
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.42M +$1.39M +3,903 New
CTI
353
Community Trust & Investment
Kentucky
$1.42M
FANJ
354
Financial Architects (New Jersey)
New Jersey
$1.42M +$178K +501 +15%
MCM
355
Morton Capital Management
California
$1.42M +$1.38M +3,896 New
CC
356
Cypress Capital
Tennessee
$1.41M +$27.7K +78 +2%
RC
357
RegentAtlantic Capital
New Jersey
$1.41M +$11K +31 +0.8%
RFA
358
Resurgent Financial Advisors
Georgia
$1.39M +$1.36M +3,830 New
MMHP
359
Murphy Middleton Hinkle & Parker
Georgia
$1.38M
CWM
360
Connecticut Wealth Management
Connecticut
$1.36M
EFS
361
Essex Financial Services
Connecticut
$1.36M +$44.4K +125 +3%
RC
362
Roundview Capital
New Jersey
$1.35M -$14.9K -42 -1%
FHA
363
Flagship Harbor Advisors
Massachusetts
$1.35M -$965K -2,716 -42%
EW
364
Evoke Wealth
California
$1.34M +$5.68K +16 +0.4%
OPS
365
Orion Portfolio Solutions
Nebraska
$1.34M +$86.7K +244 +7%
RJT
366
Raymond James Trust
Florida
$1.34M -$36.6K -103 -3%
ECG
367
Edge Capital Group
Georgia
$1.32M
KIA
368
KCM Investment Advisors
California
$1.31M -$17.8K -50 -1%
M
369
MOTCO
Texas
$1.31M -$4.26K -12 -0.3%
FH
370
FWG Holdings
Florida
$1.31M -$839K -2,361 -39%
VAM
371
Vienna Asset Management
California
$1.31M +$1.28M +3,595 New
SCM
372
SOL Capital Management
Maryland
$1.3M
BAM
373
Banta Asset Management
California
$1.29M -$233K -657 -16%
MLL
374
Moody Lynn & Lieberson
Massachusetts
$1.29M
LFAS
375
Level Four Advisory Services
Texas
$1.29M +$307K +863 +32%

DIA Hedge Fund Activity: Q4 2021 in Review

960 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2021, worth a combined $9.7B — up 6.1% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new DIA positions and 69 closed out — a net gain of 90 holders — while 317 added to existing stakes and 235 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $291M. The largest seller was Mizuho Bank, exiting entirely with an estimated $254M sold.

  • 960 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2021, up from 887 in Q3 2021.
  • Funds reported $9.7B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 159 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2021 and 69 closed out, a net change of +90 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2021 was Wolverine Trading, an estimated $291M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2021 was Mizuho Bank, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2021.