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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
PP
651
Patten & Patten
Tennessee
$293K
BA
652
Bluesphere Advisors
Pennsylvania
$292K +$55.2K +175 +25%
KPCM
653
Kings Point Capital Management
New York
$291K -$30K -95 -10%
JCM
654
Jacobi Capital Management
Pennsylvania
$290K -$15.2K -48 -5%
SIAG
655
Safeguard Investment Advisory Group
California
$288K -$28.7K -91 -9%
IC
656
Inverness Counsel
New York
$288K
MHS
657
M Holdings Securities
Oregon
$287K +$274K +869 New
FMN
658
Financial Management Network
California
$284K -$6.94K -22 -3%
DPI
659
Diversified Portfolios Inc
Michigan
$284K
RDWM
660
Red Door Wealth Management
Tennessee
$283K
IWP
661
Innova Wealth Partners
Pennsylvania
$282K +$52.1K +165 +24%
ACI
662
Alpha Cubed Investments
California
$280K -$109K -346 -29%
WSFS
663
Wilmington Savings Fund Society
Delaware
$279K -$55.2K -175 -17%
BlackRock
664
BlackRock
New York
$278K +$103K +327 +64%
FNBOO
665
First National Bank of Omaha
Nebraska
$275K
BFC
666
Blue Fin Capital
Rhode Island
$274K +$17K +54 +7%
SW
667
SVB Wealth
Massachusetts
$273K
NA
668
NewEdge Advisors
Louisiana
$272K -$325K -1,030 -56%
BIM
669
Bridgecreek Investment Management
Oklahoma
$271K +$20.5K +65 +9%
CG
670
Colony Group
Massachusetts
$270K -$21.1K -67 -8%
PIMG
671
Patriot Investment Management Group
Tennessee
$269K +$258K +817 New
TCM
672
Tandem Capital Management
New Jersey
$266K
ST
673
Smithfield Trust
Pennsylvania
$266K +$208K +660 +455%
CSIC
674
Clifford Swan Investment Counsel
California
$264K -$94.7K -300 -27%
First Manhattan
675
First Manhattan
New York
$264K -$16.7K -53 -6%

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.