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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
RE
751
RBC Europe
United Kingdom
$178K
VFA
752
Valeo Financial Advisors
Indiana
$174K +$97.9K +310 +144%
BWA
753
BDO Wealth Advisors
Florida
$173K
HFS
754
Hantz Financial Services
Michigan
$171K +$112K +356 +221%
OSAM
755
O'Shaughnessy Asset Management
Connecticut
$165K
MFT
756
Moisand Fitzgerald Tamayo
Florida
$164K
FBT
757
First Bank & Trust
South Dakota
$157K
FCA
758
FinTrust Capital Advisors
South Carolina
$153K
EWA
759
Evolution Wealth Advisors
Florida
$152K
SNT
760
Security National Trust
West Virginia
$149K
CA
761
Clearstead Advisors
Ohio
$140K
FF
762
FourThought Financial
Florida
$135K
CFB
763
Cullen/Frost Bankers
Texas
$133K -$10.7K -34 -8%
HIA
764
Harbor Investment Advisory
Maryland
$133K +$316 +1 +0.2%
HWA
765
Heritage Wealth Advisors
Virginia
$127K
WAS
766
Winch Advisory Services
Wisconsin
$127K +$316 +1 +0.3%
CBT
767
CoreFirst Bank & Trust
Kansas
$126K
PA
768
Parallel Advisors
California
$126K +$631 +2 +0.5%
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$122K +$631 +2 +0.5%
TF
770
Tompkins Financial
New York
$115K
MWP
771
Meridian Wealth Partners
Pennsylvania
$113K +$66.3K +210 +158%
DI
772
Disciplined Investments
Oklahoma
$112K +$316 +1 +0.3%
SBL
773
Sargent Bickham Lagudis
Colorado
$110K +$85.9K +272 +446%
PCIA
774
Prime Capital Investment Advisors
Kansas
$108K -$31.2K -99 -23%
PO
775
Private Ocean
California
$103K +$316 +1 +0.3%

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.