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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
HCM
626
Hengehold Capital Management
Ohio
$402K
CSIC
627
Clifford Swan Investment Counsel
California
$400K
APW
628
Atlantic Private Wealth
North Carolina
$399K +$390K +1,098 New
AC
629
Abbrea Capital
California
$397K +$35.5K +100 +10%
CMI
630
Clare Market Investments
Texas
$396K +$113K +318 +41%
LGA
631
Lebenthal Global Advisors
New York
$394K -$5.33K -15 -1%
EW
632
Element Wealth
Mississippi
$393K -$17.8K -50 -4%
RSS
633
Rosenblum Silverman Sutton
California
$392K
IWM
634
IHT Wealth Management
Illinois
$392K +$57.9K +163 +18%
ACI
635
Alpha Cubed Investments
California
$392K +$126K +354 +49%
WA
636
Waddell & Associates
Tennessee
$392K +$383K +1,078 New
SCA
637
Stonebridge Capital Advisors
Minnesota
$391K -$99.1K -279 -21%
WP
638
WealthPLAN Partners
Nebraska
$391K -$9.95K -28 -2%
GG
639
Gofen & Glossberg
Illinois
$391K +$711 +2 +0.2%
PGWM
640
Pitti Group Wealth Management
New York
$391K +$382K +1,076 New
LWM
641
Lionsbridge Wealth Management
Florida
$390K -$3.2K -9 -0.8%
TCPWM
642
Traverso Chambers Private Wealth Management
California
$383K +$1.07K +3 +0.3%
KFS
643
Kaizen Financial Strategies
California
$382K -$19.2K -54 -5%
Fayez Sarofim & Co
644
Fayez Sarofim & Co
Texas
$381K
AA
645
Alesco Advisors
New York
$380K
HWA
646
HCR Wealth Advisors
California
$379K +$355 +1 +0.1%
WF
647
Welch & Forbes
Massachusetts
$378K -$14.2K -40 -4%
RWP
648
Ridgecrest Wealth Partners
California
$378K
S
649
SignatureFD
Georgia
$378K +$12.8K +36 +4%
PSUF
650
People's United Financial
Connecticut
$377K -$1.57M -4,422 -81%

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.