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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
CFA
626
Carroll Financial Associates
North Carolina
$325K +$39.1K +124 +14%
FCI
627
Financial Counselors Inc
Kansas
$322K +$308K +975 New
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$319K -$473K -1,500 -61%
FWM
629
Focused Wealth Management
New York
$314K -$57.8K -183 -16%
CIAS
630
CBIZ Investment Advisory Services
Ohio
$312K
LWMG
631
Levy Wealth Management Group
Pennsylvania
$312K
MS
632
Madden Securities
Texas
$311K -$25.3K -80 -8%
AC
633
Abbrea Capital
California
$309K +$295K +933 New
NCM
634
Neumann Capital Management
California
$308K -$47.3K -150 -14%
HCIA
635
Hochman Cole Investment Advisors
Illinois
$308K -$1.89K -6 -0.6%
TWM
636
Titus Wealth Management
California
$308K +$21.1K +67 +8%
GTCM
637
Gyon Technologies Capital Management
New Jersey
$308K +$295K +934 New
MA
638
Mutual Advisors
Nebraska
$305K +$316 +1 +0.1%
F
639
F3Logic
Minnesota
$304K
FMWA
640
Forvis Mazars Wealth Advisors
Missouri
$304K
Koshinski Asset Management
641
Koshinski Asset Management
Illinois
$302K -$5.37K -17 -2%
JWBC
642
John W. Brooker & Co
California
$301K
WP
643
WealthShield Partners
North Carolina
$301K
DBRC
644
D.B. Root & Company
Pennsylvania
$300K +$287K +910 New
PCA
645
Personal Capital Advisors
California
$298K -$19.6K -62 -6%
SSA
646
Schonfeld Strategic Advisors
New York
$297K -$537K -1,700 -65%
EWM
647
Evermay Wealth Management
Virginia
$297K
RG
648
Rikoon Group
New Mexico
$297K +$1.89K +6 +0.7%
SWPG
649
Strategic Wealth Partners Group
Illinois
$295K +$31.9K +101 +13%
IWM
650
IHT Wealth Management
Illinois
$294K -$34.4K -109 -11%

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.