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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
GG
601
Gofen & Glossberg
Illinois
$353K +$631 +2 +0.2%
TCPWM
602
Traverso Chambers Private Wealth Management
California
$350K +$947 +3 +0.3%
KTA
603
Keeley-Teton Advisors
Illinois
$348K
Fayez Sarofim & Co
604
Fayez Sarofim & Co
Texas
$347K
AL
605
Aspiriant LLC
California
$347K +$103K +327 +45%
GCM
606
Gables Capital Management
Florida
$345K -$1.58K -5 -0.5%
AA
607
Alesco Advisors
New York
$345K
HWA
608
HCR Wealth Advisors
California
$344K -$875K -2,773 -73%
SP
609
Successful Portfolios
Florida
$343K
WF
610
Welch & Forbes
Massachusetts
$343K
NFP
611
Narus Financial Partners
Utah
$342K +$327K +1,035 New
CAM
612
Carret Asset Management
New York
$341K +$2.84K +9 +0.9%
PWLP
613
Prio Wealth Limited Partnership
Massachusetts
$340K -$47.3K -150 -13%
UFF
614
USA Financial Formulas
Michigan
$340K -$4.42K -14 -1%
CPA
615
Clear Perspective Advisors
Illinois
$336K +$321K +1,017 New
EWM
616
Executive Wealth Management
Michigan
$336K +$322K +1,019 New
FNB
617
Farmers National Bank
Kentucky
$334K -$115K -365 -27%
SCG
618
Sonata Capital Group
Washington
$333K +$316 +1 +0.1%
S
619
SignatureFD
Georgia
$330K -$30.9K -98 -9%
BMO
620
Beck Mack & Oliver
New York
$330K
FPCG
621
Fort Pitt Capital Group
Pennsylvania
$330K
IIM
622
Ipswich Investment Management
Massachusetts
$330K
WCM
623
Windham Capital Management
Massachusetts
$330K
MA
624
MYDA Advisors
New York
$330K +$316K +1,000 New
GT
625
Greenleaf Trust
Michigan
$325K

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.