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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
IHL
451
Investment House LLC
California
$813K +$795K +2,238 New
EHPM
452
Emery Howard Portfolio Management
California
$804K -$38.4K -108 -5%
QCG
453
Quadrant Capital Group
Ohio
$798K
SS
454
Simplicity Solutions
Minnesota
$796K +$389K +1,096 +100%
AIC
455
Ayalon Insurance Company
Israel
$795K -$2.66M -7,475 -77%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$792K +$774K +2,179 New
CAM
457
Cozad Asset Management
Illinois
$787K +$8.17K +23 +1%
GPA
458
Garrison Point Advisors
California
$785K
VAM
459
Verity Asset Management
North Carolina
$783K -$1.07K -3 -0.1%
FPS
460
Fieldpoint Private Securities
Connecticut
$783K
CFGS
461
Concourse Financial Group Securities
Alabama
$781K +$43K +121 +6%
IFWM
462
Institute for Wealth Management
Colorado
$776K +$9.95K +28 +1%
DY
463
Dowling & Yahnke
California
$771K
FA
464
Fagan Associates
New York
$767K -$16K -45 -2%
WI
465
Wintrust Investments
Illinois
$766K +$749K +2,109 New
AIS
466
American Investment Services
Massachusetts
$759K +$2.49K +7 +0.3%
XS
467
XR Securities
Illinois
$752K +$316K +889 +75%
PHK
468
Point72 Hong Kong
Hong Kong
$751K +$735K +2,068 New
SL
469
Stevard LLC
Illinois
$744K
WFS
470
Widmann Financial Services
Maryland
$744K +$728K +2,049 New
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$738K
EWM
472
Empirical Wealth Management
Washington
$738K +$34.8K +98 +5%
MOS
473
MGO One Seven
Ohio
$737K +$215K +605 +43%
SWA
474
Strategies Wealth Advisors
Michigan
$721K +$705K +1,985 New
FFC
475
First Financial Corp
Indiana
$721K -$81.7K -230 -10%

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.