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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
CTB
826
Country Trust Bank
Illinois
$33K
AIM
827
Axiom Investment Management
New York
$33K +$31.6K +100 New
BMD
828
Better Money Decisions
New Mexico
$33K +$31.9K +101 New
CAC
829
Certified Advisory Corp
Florida
$33K +$31.9K +101 New
FFW
830
Fusion Family Wealth
New York
$31K -$1.58K -5 -5%
SIS
831
Sound Income Strategies
Florida
$30.2K +$12.6K +40 +77%
LWANC
832
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K +$2.21K +7 +9%
EWM
833
Edge Wealth Management
New York
$26K
LAS
834
Lloyd Advisory Services
Georgia
$26K +$24.9K +79 New
CCM
835
Cribstone Capital Management
Maine
$26K +$25.3K +80 New
HCM
836
Horrell Capital Management
Arkansas
$25K
ACM
837
Allred Capital Management
Texas
$24.8K +$23.7K +75 New
APWA
838
Atlas Private Wealth Advisors
New Jersey
$24K -$91.9K -291 -80%
AW
839
Avion Wealth
Texas
$24K
AWM
840
Avior Wealth Management
Nebraska
$22K
PK
841
Pflug Koory
Nebraska
$22K +$6.63K +21 +47%
KTC
842
Kistler-Tiffany Companies
Pennsylvania
$21K
COCM
843
Charter Oak Capital Management
New Hampshire
$20K
TFGT
844
TS Financial Group (TSFG)
Illinois
$20K
AIP
845
Ameritas Investment Partners
Nebraska
$19K
NC
846
NewSquare Capital
Pennsylvania
$17K -$7.89K -25 -33%
BWL
847
Bogart Wealth LLC
Virginia
$17K
DRS
848
Deane Retirement Strategies
Louisiana
$17K
MSFP
849
Mark Sheptoff Financial Planning
Connecticut
$17K
WLPWM
850
Walled Lake Planning & Wealth Management
Illinois
$17K

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.