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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
CHA
851
Carmichael Hill & Associates
Maryland
$16K
TC
852
Tacita Capital
Ontario, Canada
$15K +$14.2K +45 New
CWA
853
Clearview Wealth Advisors
Oregon
$14K
FCM
854
Firestone Capital Management
Florida
$14K
FPFS
855
First Personal Financial Services
North Carolina
$13K
WWMSC
856
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$12.6K +40 New
PG
857
Proffitt & Goodson
Tennessee
$12K -$7.89K -25 -42%
LWA
858
Lowe Wealth Advisors
Maryland
$12K
RIA
859
RPG Investment Advisory
California
$10K -$6K -19 -39%
SWA
860
SOA Wealth Advisors
New York
$10K
LWP
861
Lumature Wealth Partners
Georgia
$10K +$9.47K +30 New
RWG
862
Regal Wealth Group
California
$9K
BCPWM
863
Bradley & Co Private Wealth Management
Florida
$9K +$8.84K +28 New
CQS
864
Credential Qtrade Securities
$8.25K
EWM
865
Endurance Wealth Management
Rhode Island
$8K -$39.5K -125 -84%
TCM
866
Tradewinds Capital Management
Washington
$8K
CWM
867
Cranbrook Wealth Management
Michigan
$7K
CFD
868
Creative Financial Designs
Indiana
$7K
EAM
869
Eukles Asset Management
Ohio
$7K
JPLA
870
Joseph P. Lucia & Associates
New York
$7K
PFGIA
871
Patriot Financial Group Insurance Agency
Massachusetts
$7K
KFS
872
Kelly Financial Services
Massachusetts
$5.94K
CFN
873
Cordasco Financial Network
Florida
$5K
WWM
874
Wolff Wiese Magana
California
$5K
HS
875
Horan Securities
United States
$4K

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.