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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
PH
101
Pinnacle Holdings
Oklahoma
$11.2M +$26.5K +84 +0.2%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$11.1M +$1.23M +3,907 +13%
SW
103
SteelPeak Wealth
California
$11M -$9.3M -29,459 -47%
HI
104
Harbour Investments
Wisconsin
$10.2M +$9.75M +30,884 New
MM
105
Main Management
California
$9.84M +$1.39M +4,400 +17%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$9.82M -$1.26M -4,003 -12%
MBTD
107
Mechanics Bank - Trust Department
California
$9.7M -$197K -625 -2%
KeyBank National Association
108
KeyBank National Association
Ohio
$9.62M -$31.6K -100 -0.3%
PFM
109
Probabilities Fund Management
New York
$9.48M +$2.43M +7,710 +37%
LSA
110
L & S Advisors
California
$9.39M -$259K -819 -3%
WTC
111
WhitTier Trust Company
Nevada
$9.28M -$17K -54 -0.2%
AAS
112
Avantax Advisory Services
Texas
$9.15M +$522K +1,654 +6%
WT
113
Whittier Trust
California
$9.09M +$1.86M +5,891 +27%
IMC Chicago
114
IMC Chicago
Illinois
$8.8M +$8.41M +26,646 New
ATFA
115
All Terrain Financial Advisors
Minnesota
$8.74M +$153K +486 +2%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$8.59M +$6.63M +20,989 +419%
M&T Bank
117
M&T Bank
New York
$8.47M -$848K -2,685 -9%
IA
118
IFG Advisory
Georgia
$8.44M +$137K +434 +2%
PAI
119
Pittenger & Anderson Inc
Nebraska
$8.35M +$43.2K +137 +0.5%
PFA
120
Pettinga Financial Advisors
Indiana
$8.34M +$2.48M +7,846 +45%
MHP
121
Manatuck Hill Partners
Connecticut
$8.26M +$7.89M +25,000 New
GIA
122
GHP Investment Advisors
Colorado
$8.21M -$98.2K -311 -1%
GFG
123
Greystone Financial Group
Michigan
$7.92M +$6.93M +21,952 +1,912%
MMFA
124
Main Management Fund Advisors
California
$7.86M +$7.51M +23,800 New
ACM
125
AlphaStar Capital Management
North Carolina
$7.63M +$3.66M +11,583 +101%

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.