We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

889 hedge funds and large institutions have $10.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 221

26% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $9.86B → $10.5B (+$622M)

1% more funds holding

Funds holding: 884889 (+5)

0.02% more ownership

Funds ownership: 34.76%34.78% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

45% less call options, than puts

Call options by funds: $3.79B | Put options by funds: $6.91B

Holders
889
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.47%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
91
Increased
294
Reduced
221
Closed
72
Calls
$3.79B
Puts
$6.91B
Net Calls
-$3.12B
Net Calls Change
-$1.87B
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
701
Palisade Asset Management
Minnesota
$259K
LFF
702
Level Four Financial
Texas
$259K +$256K +750 New
EWA
703
EP Wealth Advisors
California
$257K +$34.1K +100 +15%
FA
704
Fermata Advisors
California
$256K +$253K +741 New
SFG
705
Sovereign Financial Group
Connecticut
$255K
MPW
706
Monterey Private Wealth
California
$254K
RWP
707
RWA Wealth Partners
Massachusetts
$254K +$341 +1 +0.1%
WSFS
708
Wilmington Savings Fund Society
Delaware
$253K -$37.9K -111 -13%
HIIFS
709
Harel Insurance Investments & Financial Services
Israel
$253K
TA
710
Trellis Advisors
Washington
$253K
TW
711
TrinityPoint Wealth
Connecticut
$253K
FFA
712
Freedman Financial Associates
Massachusetts
$251K
CT
713
Cambridge Trust
Massachusetts
$249K
WPW
714
Waldron Private Wealth
Pennsylvania
$249K
HNW
715
High Note Wealth
Minnesota
$246K
RMDI
716
R.M. Davis Inc
Maine
$246K
SC
717
Schulhoff & Co
Ohio
$246K +$11.9K +35 +5%
DL
718
DOHJ LLC
Washington
$245K
FNBSF
719
First National Bank Sioux Falls
South Dakota
$243K
CFA
720
Capstone Financial Advisors
Illinois
$242K
CHC
721
City Holding Co
West Virginia
$241K
XF
722
XML Financial
Maryland
$240K +$341 +1 +0.1%
ONB
723
Old National Bancorp
Indiana
$238K
MWM
724
Modera Wealth Management
New Jersey
$238K +$26.3K +77 +13%
CWP
725
CFM Wealth Partners
Texas
$237K

DIA Hedge Fund Activity: Q2 2021 in Review

889 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2021, worth a combined $10.5B — up 6.3% from $9.86B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DIA positions and 72 closed out — a net gain of 19 holders — while 294 added to existing stakes and 221 trimmed.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $527M sold.

  • 889 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2021, up from 884 in Q1 2021.
  • Funds reported $10.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 91 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2021 and 72 closed out, a net change of +19 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2021 was Bank of America, an estimated $297M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2021 was Sumitomo Mitsui Financial Group, an estimated $527M sold.

Based on aggregated 13F filings for Q2 2021.