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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
PA
401
PFG Advisors
Arizona
$816K +$223K +706 +40%
MWM
402
Mission Wealth Management
California
$811K
TVAMP
403
Tennessee Valley Asset Management Partners
Tennessee
$809K +$159K +504 +26%
LA
404
Legacy Advisors
Pennsylvania
$807K
CAM
405
Cozad Asset Management
Illinois
$790K +$92.2K +292 +14%
MA
406
MUFG Americas
New York
$787K -$86.5K -274 -10%
SF
407
Synovus Financial
Georgia
$786K -$345K -1,093 -32%
LA
408
LexAurum Advisors
Kansas
$782K +$44.2K +140 +6%
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$781K
FFC
410
First Financial Corp
Indiana
$775K +$5.37K +17 +0.7%
PPP
411
Private Portfolio Partners
New Jersey
$773K +$29.4K +93 +4%
EHPM
412
Emery Howard Portfolio Management
California
$769K -$52.7K -167 -7%
TI
413
Truehand Inc
New Hampshire
$766K
CIA
414
Compass Ion Advisors
Pennsylvania
$765K +$3.16K +10 +0.4%
VA
415
Valmark Advisers
Ohio
$764K -$592K -1,874 -45%
PFM
416
Parsec Financial Management
North Carolina
$764K +$138K +438 +23%
WMG
417
WESCAP Management Group
California
$758K +$725K +2,297 New
DY
418
Dowling & Yahnke
California
$742K -$72.6K -230 -9%
QCG
419
Quadrant Capital Group
Ohio
$742K
KPWS
420
Kestra Private Wealth Services
Texas
$741K -$60K -190 -8%
FA
421
Fagan Associates
New York
$738K -$42.6K -135 -6%
Tudor Investment Corp
422
Tudor Investment Corp
Connecticut
$738K +$387K +1,225 +121%
IWAG
423
Integer Wealth Advisors Group
Georgia
$737K -$62.2K -197 -8%
APW
424
Aurora Private Wealth
New Jersey
$736K +$143K +452 +25%
BUB
425
BBVA USA Bancshares
Texas
$730K

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.