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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
OPS
451
Orion Portfolio Solutions
Nebraska
$652K +$416K +1,317 +200%
BPA
452
Beacon Pointe Advisors
California
$648K
EWM
453
Evercore Wealth Management
New York
$646K -$50.5K -160 -8%
WA
454
WBH Advisory
Maryland
$646K +$16.4K +52 +3%
SIC
455
Samalin Investment Counsel
New York
$645K +$130K +411 +27%
1WA
456
180 Wealth Advisors
Washington
$644K +$947 +3 +0.2%
TNA
457
True North Advisors
Texas
$644K +$17.4K +55 +3%
UBV
458
United Bank (Virginia)
Virginia
$642K
MPM
459
Meritage Portfolio Management
Kansas
$639K
CCM
460
Consolidated Capital Management
California
$633K -$90K -285 -13%
MWM
461
Mattern Wealth Management
Kansas
$629K
SCA
462
Sassicaia Capital Advisers
New York
$627K -$1.07M -3,400 -64%
AGA
463
Arkos Global Advisors
Texas
$624K
BCI
464
Brinker Capital Investments
Pennsylvania
$624K
LDFR
465
Lehman & Derafelo Financial Resources
Pennsylvania
$624K
CWA
466
Centennial Wealth Advisory
Michigan
$622K +$218K +692 +58%
BP
467
Ballentine Partners
Massachusetts
$620K
GWSG
468
GPS Wealth Strategies Group
Colorado
$612K +$225K +714 +63%
EWF
469
Epstein & White Financial
California
$608K +$95.6K +303 +20%
FHB
470
First Hawaiian Bank
Hawaii
$607K -$316 -1 -0.1%
OFG
471
Oxford Financial Group
Indiana
$596K
CGH
472
CMG Global Holdings
Texas
$594K +$568K +1,800 New
PCM
473
Pinz Capital Management
New York
$594K +$568K +1,800 New
FG
474
Fiduciary Group
Georgia
$593K -$447K -1,415 -45%
LPIC
475
LeJeune Puetz Investment Counsel
Michigan
$591K +$565K +1,790 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.