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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
1IA
901
1834 Investment Advisors
Wisconsin
$41K
SBL
902
Sargent Bickham Lagudis
Colorado
$40K +$1.42K +4 +4%
BLC
903
Brown, Lisle/Cummings
Rhode Island
$39.2K +$38.4K +108 New
T2I
904
Turim 21 Investimentos
Brazil
$39K
CTB
905
Country Trust Bank
Illinois
$36K
AWM
906
Avior Wealth Management
Nebraska
$36K +$11.7K +33 +49%
LWANC
907
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K
EWM
908
Edge Wealth Management
New York
$29K
LC
909
Lindbrook Capital
California
$28K +$27.4K +77 New
AW
910
Avion Wealth
Texas
$27K
PK
911
Pflug Koory
Nebraska
$24K
COCM
912
Charter Oak Capital Management
New Hampshire
$22K
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$20K -$2.49K -7 -11%
SIS
914
Sound Income Strategies
Florida
$19K
WBC
915
West Branch Capital
Massachusetts
$18K -$11.4K -32 -39%
CHA
916
Carmichael Hill & Associates
Maryland
$18K
DRS
917
Deane Retirement Strategies
Louisiana
$18K
MSFP
918
Mark Sheptoff Financial Planning
Connecticut
$18K
NC
919
NewSquare Capital
Pennsylvania
$18K
CWA
920
Clearview Wealth Advisors
Oregon
$18K +$2.13K +6 +14%
ARIS
921
Advanced Research Investment Solutions
California
$18K +$17.8K +50 New
WWMSC
922
Wagner Wealth Management (South Carolina)
South Carolina
$15K
FPFS
923
First Personal Financial Services
North Carolina
$14K
LWA
924
Lowe Wealth Advisors
Maryland
$13K
UB
925
UMB Bank
Missouri
$12K +$11.7K +33 New

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.