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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
Capital Fund Management (CFM)
126
Capital Fund Management (CFM)
France
$7.55M +$7.22M +22,863 New
NAM
127
NTV Asset Management
West Virginia
$7.49M -$1.07M -3,400 -13%
SFS
128
Sowell Financial Services
Arkansas
$7.42M -$62.8K -199 -0.9%
HH
129
Hilltop Holdings
Texas
$7.39M +$6.65M +21,083 +1,611%
KAS
130
Kestra Advisory Services
Texas
$7.38M -$2.49M -7,876 -26%
CL
131
COWA LLC
Oklahoma
$6.99M +$192K +608 +3%
MCM
132
Murphy Capital Management
New Jersey
$6.96M -$305K -965 -4%
SSG
133
Summit Securities Group
New York
$6.77M +$5.3M +16,800 +454%
Twin Tree Management
134
Twin Tree Management
Texas
$6.69M +$5.26M +16,661 +463%
MCM
135
Magnolia Capital Management
New York
$6.64M -$26.8K -85 -0.4%
Allianz Asset Management
136
Allianz Asset Management
Germany
$6.6M +$6.31M +20,000 New
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$6.54M +$80.2K +254 +1%
CWP
138
Capital Wealth Planning
Florida
$6.52M +$1.26M +3,998 +25%
BWM
139
BigSur Wealth Management
Florida
$6.5M +$3.63M +11,500 +141%
WCM
140
Washington Capital Management
Washington
$6.41M
PWPS
141
Pinnacle Wealth Planning Services
Ohio
$6.29M -$12.6K -40 -0.2%
BMC
142
Benin Management Corp
Connecticut
$6.27M +$284K +900 +5%
TA
143
TrueWealth Advisors
Alabama
$6.25M +$5.83M +18,483 New
PWMAG
144
Pinnacle Wealth Management Advisory Group
New Jersey
$6.22M -$1.59M -5,050 -21%
BA
145
Birinyi Associates
Connecticut
$6.12M +$89.6K +284 +2%
FIG
146
Freed Investment Group
Massachusetts
$5.9M +$3.22M +10,192 +133%
CWM
147
Cornerstone Wealth Management
Missouri
$5.9M +$410K +1,298 +8%
TGAM
148
TBH Global Asset Management
Tennessee
$5.83M +$356K +1,127 +7%
KWMG
149
King Wealth Management Group
Florida
$5.82M -$17.7K -56 -0.3%
CAGAS
150
Capital Advisory Group Advisory Services
Minnesota
$5.76M +$690K +2,187 +14%

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.