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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
AP
726
Appleton Partners
Massachusetts
$235K
HIC
727
Holderness Investments Company
North Carolina
$235K
BO
728
BRR OpCo
Ohio
$233K
HIM
729
Hanlon Investment Management
New Jersey
$232K +$15.4K +45 +7%
BA
730
Bridgewater Advisors
New York
$230K
CCM
731
Carlson Capital Management
Minnesota
$229K
SFG
732
Sowa Financial Group
Rhode Island
$229K
DWM
733
Darwin Wealth Management
Florida
$229K +$226K +662 New
LWM
734
Liberty Wealth Management
California
$227K +$104K +306 +47%
AWM
735
Accurate Wealth Management
Florida
$226K +$223K +654 New
AF
736
Aldebaran Financial
$225K -$166K -485 -43%
NF
737
Nikulski Financial
Iowa
$224K
Kayne Anderson Rudnick Investment Management
738
Kayne Anderson Rudnick Investment Management
California
$224K +$13.7K +40 +7%
FFG
739
Fortem Financial Group
California
$219K -$6.14K -18 -3%
MMPW
740
Mitchell McLeod Pugh & Williams
Alabama
$217K
IF
741
Intrua Financial
Texas
$216K -$32.8K -96 -14%
AWM
742
Activest Wealth Management
Florida
$215K -$207K -607 -49%
FMBTD
743
First Midwest Bank Trust Division
Illinois
$215K
RIM
744
Rockbridge Investment Management
New York
$215K
ZB
745
Zions Bancorporation
Utah
$215K +$1.36K +4 +0.6%
BWAM
746
Boyd Watterson Asset Management
Ohio
$212K
CNBTD
747
Citizens National Bank Trust Department
Mississippi
$212K
BOPW
748
Brandywine Oak Private Wealth
Pennsylvania
$211K +$209K +612 New
TYCC
749
Texas Yale Capital Corp
Florida
$211K +$209K +613 New
RFA
750
Reilly Financial Advisors
California
$210K

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.