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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
CCM
726
Carlson Capital Management
Minnesota
$219K
FFG
727
Fortem Financial Group
California
$216K +$16.1K +51 +8%
NF
728
Nikulski Financial
Iowa
$213K +$204K +645 New
EWA
729
EP Wealth Advisors
California
$213K +$204K +646 New
GCP
730
GSA Capital Partners
United Kingdom
$212K +$202K +641 New
HIM
731
Hanlon Investment Management
New Jersey
$207K +$198K +628 New
MMPW
732
Mitchell McLeod Pugh & Williams
Alabama
$207K +$198K +628 New
CAM
733
Concorde Asset Management
Michigan
$205K +$196K +622 New
FMBTD
734
First Midwest Bank Trust Division
Illinois
$205K +$196K +622 New
RIM
735
Rockbridge Investment Management
New York
$205K +$196K +622 New
ZB
736
Zions Bancorporation
Utah
$204K +$85.9K +272 +79%
CHJWM
737
Carlton Hofferkamp & Jenks Wealth Management
Texas
$204K +$189K +600 New
BWAM
738
Boyd Watterson Asset Management
Ohio
$203K -$170K -540 -47%
CNBTD
739
Citizens National Bank Trust Department
Mississippi
$203K -$16.1K -51 -8%
MWM
740
Modera Wealth Management
New Jersey
$203K +$194K +614 New
AWP
741
Abacus Wealth Partners
California
$202K +$193K +612 New
SFA
742
Stewardship Financial Advisors
Georgia
$201K -$22.1K -70 -10%
Kayne Anderson Rudnick Investment Management
743
Kayne Anderson Rudnick Investment Management
California
$201K
RFA
744
Reilly Financial Advisors
California
$201K
NSIM
745
North Star Investment Management
Illinois
$200K
JSL
746
JT Stratford LLC
Georgia
$200K +$191K +606 New
EFSCE
747
Enterprise Financial Services Corp (EFSC)
Missouri
$198K
HWMA
748
Heritage Wealth Management (Arizona)
Arizona
$198K +$189K +600 New
LWM
749
Liberty Wealth Management
California
$197K
EIP
750
Ellis Investment Partners
Pennsylvania
$189K -$2.21K -7 -1%

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.