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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
JWCA
201
J.W. Cole Advisors
Florida
$3.4M +$695K +2,201 +27%
WCM
202
WealthBridge Capital Management
Ohio
$3.36M -$54.3K -172 -2%
SG
203
StoneX Group
New York
$3.33M +$310K +981 +11%
SCM
204
Schnieders Capital Management
California
$3.31M +$632K +2,002 +25%
GA
205
GFS Advisors
Texas
$3.25M -$208K -659 -6%
SAMT
206
Select Asset Management & Trust
Pennsylvania
$3.2M -$1.14M -3,596 -27%
DWMG
207
DB Wealth Management Group
California
$3.18M +$40.1K +127 +1%
MGIA
208
Moneta Group Investment Advisors
Missouri
$3.14M +$1.45M +4,604 +94%
TI
209
Truepoint Inc
Ohio
$3.14M
AIC
210
Ayalon Insurance Company
Israel
$3.12M +$631K +2,000 +27%
PPA
211
Parametric Portfolio Associates
Washington
$3.04M -$164K -519 -5%
BRWA
212
B. Riley Wealth Advisors
Florida
$3.01M +$986K +3,123 +52%
ABTD
213
Arvest Bank Trust Division
Oklahoma
$3M -$7.04M -22,306 -71%
GWM
214
Greenwich Wealth Management
Connecticut
$3M -$168K -532 -6%
KFGK
215
Keystone Financial Group (Kentucky)
Kentucky
$2.98M +$40.7K +129 +1%
CT
216
Caldwell Trust
Florida
$2.96M +$4.74K +15 +0.2%
JG
217
Jefferies Group
New York
$2.94M +$2.32M +7,342 +470%
IFG
218
Independent Financial Group
California
$2.93M +$76.4K +242 +3%
GWM
219
Geneos Wealth Management
Colorado
$2.92M -$7.89K -25 -0.3%
BPC
220
Banque Pictet & Cie
Switzerland
$2.88M -$338K -1,070 -11%
HB
221
Homrich & Berg
Georgia
$2.86M +$181K +573 +7%
KA
222
Kovack Advisors
Florida
$2.85M -$2.11M -6,671 -44%
RWB
223
RMR Wealth Builders
New Jersey
$2.85M +$974K +3,086 +56%
SWP
224
Summit Wealth Partners
Florida
$2.76M -$2.21K -7 -0.1%
GSWM
225
Golden State Wealth Management
California
$2.69M +$631 +2 +0%

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.