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State Street SPDR Dow Jones Industrial Average ETF Trust

960 hedge funds and large institutions have $9.7B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 317 increasing their positions, 235 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 5260 (+8)

8% more funds holding

Funds holding: 887960 (+73)

6% more capital invested

Capital invested by funds: $9.14B → $9.7B (+$560M)

0.11% more ownership

Funds ownership: 32.07%32.18% (+0.11%)

64% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $15.8B

Holders
960
Holders Change
+73
Holders Change %
+8.23%
% of All Funds
14.77%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.92%
New
159
Increased
317
Reduced
235
Closed
69
Calls
$5.69B
Puts
$15.8B
Net Calls
-$10.1B
Net Calls Change
-$2.16B
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
726
Tandem Capital Management
New Jersey
$292K
VNA
727
Valley National Advisers
Pennsylvania
$292K
WF
728
Warner Financial
Maryland
$292K +$285K +803 New
OWM
729
Orgel Wealth Management
Wisconsin
$291K
HIC
730
Holderness Investments Company
North Carolina
$291K +$1.78K +5 +0.6%
SCA
731
Sassicaia Capital Advisers
New York
$291K +$284K +800 New
First Manhattan
732
First Manhattan
New York
$290K
CA
733
Calton & Associates
Florida
$288K -$115K -323 -29%
EK
734
Evensky & Katz
Florida
$287K
HWA
735
Heritage Wealth Advisors
Virginia
$287K
RRA
736
Round Rock Advisors
Connecticut
$287K +$281K +790 New
CA
737
Crewe Advisors
Utah
$286K
SWA
738
SOA Wealth Advisors
New York
$286K +$201K +565 +255%
NFG
739
Norris Financial Group
South Carolina
$285K -$19.9K -56 -7%
FA
740
Fermata Advisors
California
$284K -$355 -1 -0.1%
PP
741
Prosperity Planning
Missouri
$284K +$4.26K +12 +2%
FNB
742
Farmers National Bank
Kentucky
$284K -$211K -595 -43%
FCFC
743
First Citizens Financial Corp
Iowa
$282K -$4.26K -12 -2%
FIB
744
First Interstate Bank
Montana
$282K
RCA
745
Ranch Capital Advisors
Florida
$281K
WWG
746
West Wealth Group
California
$280K +$274K +772 New
AWC
747
Adamsbrown Wealth Consultants
Kansas
$278K +$271K +764 New
Kayne Anderson Rudnick Investment Management
748
Kayne Anderson Rudnick Investment Management
California
$277K +$40.1K +113 +17%
EWS
749
Evergreen Wealth Solutions
Pennsylvania
$277K +$271K +763 New
WCM
750
Wealthcare Capital Management
Virginia
$276K

DIA Hedge Fund Activity: Q4 2021 in Review

960 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2021, worth a combined $9.7B — up 6.1% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new DIA positions and 69 closed out — a net gain of 90 holders — while 317 added to existing stakes and 235 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $291M. The largest seller was Mizuho Bank, exiting entirely with an estimated $254M sold.

  • 960 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2021, up from 887 in Q3 2021.
  • Funds reported $9.7B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 159 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2021 and 69 closed out, a net change of +90 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2021 was Wolverine Trading, an estimated $291M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2021 was Mizuho Bank, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2021.