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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
KWM
426
Kingsview Wealth Management
Oregon
$728K +$40.4K +128 +6%
ICG
427
InterOcean Capital Group
Tennessee
$726K
HW
428
Hancock Whitney
Mississippi
$726K +$28.4K +90 +4%
CA
429
Calton & Associates
Florida
$725K -$705K -2,233 -50%
AllianceBernstein
430
AllianceBernstein
Tennessee
$716K
FCCM
431
First City Capital Management
Georgia
$714K +$104K +331 +18%
GPA
432
Garrison Point Advisors
California
$713K -$9.15K -29 -1%
LNC
433
Lincoln National Corp
Pennsylvania
$713K +$1.89K +6 +0.3%
FPS
434
Fieldpoint Private Securities
Connecticut
$712K
VBFG
435
Vishria Bird Financial Group
Tennessee
$711K -$127K -402 -16%
GRP
436
Global Retirement Partners
California
$706K +$367K +1,164 +120%
CFS
437
CRA Financial Services
New Jersey
$702K +$40.4K +128 +6%
IC
438
Intersect Capital
California
$684K -$25.3K -80 -4%
AIS
439
American Investment Services
Massachusetts
$682K +$327K +1,036 +101%
CL
440
CIM LLC
New York
$675K
TFS
441
TrustCore Financial Services
Tennessee
$674K -$63.1K -200 -9%
CPO
442
Cerity Partners OCIO
New York
$673K +$643K +2,037 New
SFA
443
Sequoia Financial Advisors
Ohio
$672K
SWA
444
Sax Wealth Advisors
New Jersey
$667K +$631 +2 +0.1%
Kovitz Investment Group Partners
445
Kovitz Investment Group Partners
Illinois
$662K
CFGS
446
Concourse Financial Group Securities
Alabama
$660K -$101K -319 -14%
DMC
447
Drexel Morgan & Co
Pennsylvania
$660K
VCM
448
Vigilant Capital Management
Maine
$659K +$630K +1,995 New
BFA
449
Beaumont Financial Advisors
Massachusetts
$656K +$7.89K +25 +1%
SWM
450
SeaCrest Wealth Management
New York
$653K +$42K +133 +7%

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.