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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
HFA
676
High Falls Advisors
New York
$264K
OWM
677
Orgel Wealth Management
Wisconsin
$264K +$253K +800 New
RCA
678
Ranch Capital Advisors
Florida
$263K +$947 +3 +0.4%
Fisher Asset Management
679
Fisher Asset Management
Washington
$262K +$250K +793 New
EK
680
Evensky & Katz
Florida
$261K -$23.7K -75 -9%
CA
681
Crewe Advisors
Utah
$260K
FCFC
682
First Citizens Financial Corp
Iowa
$256K
FIB
683
First Interstate Bancsystem
Montana
$256K +$245K +775 New
SFG
684
Sovereign Financial Group
Connecticut
$255K +$244K +772 New
PP
685
Prosperity Planning
Missouri
$254K
CMI
686
Clare Market Investments
Texas
$253K +$316 +1 +0.1%
MFGM
687
Marshall Financial Group (Maryland)
Maryland
$253K
WCM
688
Wealthcare Capital Management
Virginia
$251K
MPW
689
Monterey Private Wealth
California
$250K +$631 +2 +0.3%
VNA
690
Valley National Advisers
Pennsylvania
$250K +$82.4K +261 +53%
TWM
691
Tradition Wealth Management
Minnesota
$249K
EWA
692
Exencial Wealth Advisors
Oklahoma
$248K
PAM
693
Palisade Asset Management
Minnesota
$248K
MSR
694
Main Street Research
Connecticut
$248K +$237K +750 New
MF
695
Manchester Financial
California
$245K +$158K +500 +207%
TCA
696
Transcend Capital Advisors
New Jersey
$245K +$232K +735 New
TW
697
TrinityPoint Wealth
Connecticut
$242K -$7.89K -25 -3%
TA
698
Trellis Advisors
Washington
$242K
RWP
699
RWA Wealth Partners
Massachusetts
$242K +$316 +1 +0.1%
HIIFS
700
Harel Insurance Investments & Financial Services
Israel
$242K +$187K +594 +424%

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.