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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
CB
376
Commerce Bank
Missouri
$982K -$1.93M -6,119 -67%
NCM
377
Noesis Capital Mangement
Florida
$980K
YIH
378
Y-Intercept (HK)
Hong Kong
$976K +$931K +2,950 New
AWE
379
Avidian Wealth Enterprises
Texas
$965K -$168K -531 -15%
CCM
380
Covington Capital Management
California
$965K +$844K +2,673 +1,069%
EVM
381
Eaton Vance Management
Massachusetts
$960K -$108K -343 -11%
CG
382
Caprock Group
Idaho
$954K
PAM
383
Pegasus Asset Management
New York
$951K -$26.8K -85 -3%
GCA
384
Greenwood Capital Associates
South Carolina
$948K +$664K +2,105 +275%
D
385
Diversified
Delaware
$945K +$244K +774 +37%
VAM
386
Verity Asset Management
North Carolina
$943K -$99.7K -316 -10%
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
$932K +$15.8K +50 +2%
FPB
388
First PREMIER Bank
South Dakota
$924K
CRWM
389
Castle Rock Wealth Management
California
$915K +$177K +561 +26%
RA
390
RFG Advisory
Alabama
$904K +$214K +678 +33%
Verition Fund Management
391
Verition Fund Management
Connecticut
$897K -$1.61M -5,111 -65%
GFS
392
GYL Financial Synergies
Connecticut
$897K
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$891K -$41.7K -132 -5%
SMC
394
Smith, Moore & Co
Missouri
$877K +$19.3K +61 +2%
GC
395
Grimes & Company
Massachusetts
$856K +$54.6K +173 +7%
Lazard Asset Management
396
Lazard Asset Management
New York
$853K
HSA
397
HBK Sorce Advisory
Pennsylvania
$850K +$139K +439 +21%
DHFB
398
Dixon Hubard Feinour & Brown
Virginia
$845K +$439K +1,390 +100%
CNC
399
Citizens & Northern Corp
Pennsylvania
$840K
WI
400
Wintrust Investments
Illinois
$817K +$781K +2,474 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.