We are live on ! Find out more
DIA icon

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
CAG
151
Curtis Advisory Group
California
$5.69M +$425K +1,347 +8%
SWIG
152
Strategic Wealth Investment Group
Kentucky
$5.67M +$891K +2,822 +20%
AWA
153
Arete Wealth Advisors
Illinois
$5.61M +$265K +841 +5%
Brown Advisory
154
Brown Advisory
Maryland
$5.5M -$935K -2,961 -15%
WEPOG
155
Wealth Enhancement & Preservation of GA
Georgia
$5.39M -$104K -329 -2%
IAIM
156
International Assets Investment Management
Florida
$5.36M +$2.62M +8,288 +97%
SBIA
157
Sheaff Brock Investment Advisors
Indiana
$5.34M +$158K +501 +3%
BRWM
158
B. Riley Wealth Management
Tennessee
$5.25M -$349K -1,105 -7%
MIAN
159
Mariner Independent Advisor Network
Kansas
$5.14M -$1.97M -6,240 -29%
WS
160
Wedbush Securities
California
$5.13M +$636K +2,015 +15%
TCM
161
Tufton Capital Management
Maryland
$5.12M -$52.1K -165 -1%
FG
162
Foster Group
Iowa
$5.12M +$473K +1,500 +11%
OHIS
163
Oak Harvest Investment Services
Texas
$5M +$488K +1,546 +11%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$4.98M +$286K +905 +6%
SWP
165
Stratos Wealth Partners
Ohio
$4.96M +$212K +672 +5%
JIC
166
Johnson Investment Counsel
Ohio
$4.92M +$50.5K +160 +1%
CCC
167
Crescent Capital Consulting
Louisiana
$4.91M +$8.84K +28 +0.2%
ISB
168
Iowa State Bank
Iowa
$4.91M
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$4.89M
SL
170
Systelligence LLC
Minnesota
$4.87M -$4.52M -14,329 -49%
SFG
171
SNS Financial Group
Minnesota
$4.8M -$372K -1,178 -7%
EP
172
Eudaimonia Partners
Tennessee
$4.75M +$174K +550 +4%
Prudential Financial
173
Prudential Financial
New Jersey
$4.75M +$2.8M +8,874 +161%
IA
174
IFG Advisors
Missouri
$4.56M -$30.9K -98 -0.7%
MCCP
175
Mission Creek Capital Partners
California
$4.51M +$5.37K +17 +0.1%

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.