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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
Morgan Stanley
1
Morgan Stanley
New York
$1.18B +$41.6K +117 +0%
Bank of America
2
Bank of America
North Carolina
$1.01B -$105M -295,197 -10%
Wells Fargo
3
Wells Fargo
California
$448M -$10.9M -30,586 -2%
LPL Financial
4
LPL Financial
California
$389M +$9.35M +26,320 +3%
Citigroup
5
Citigroup
New York
$364M -$109M -306,170 -23%
UBS Group
6
UBS Group
Switzerland
$361M +$20.7M +58,205 +6%
Wolverine Trading
7
Wolverine Trading
Illinois
$300M +$291M +818,714 +17,513%
Ameriprise
8
Ameriprise
Minnesota
$216M -$6.81M -19,159 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$206M -$134M -377,657 -40%
CM
10
Churchill Management
California
$200M +$1.48M +4,171 +0.8%
Goldman Sachs
11
Goldman Sachs
New York
$175M -$13.7M -38,637 -7%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$132M -$9.84M -27,687 -7%
Two Sigma Investments
13
Two Sigma Investments
New York
$131M -$4.25M -11,953 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$127M +$19.8M +55,799 +19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$115M +$967K +2,723 +0.9%
BMM
16
Berkshire Money Management
Massachusetts
$106M +$4.67M +13,130 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$103M +$22.8M +64,094 +29%
OLVIG
18
Oliver Lagore Vanvalin Investment Group
Michigan
$102M +$99.5M +280,060 New
Citadel Advisors
19
Citadel Advisors
Florida
$97M -$88.8M -249,852 -48%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$87.3M +$3.65M +10,285 +4%
AFG
21
Arkansas Financial Group
Arkansas
$84.9M +$3.41M +9,587 +4%
Twin Tree Management
22
Twin Tree Management
Texas
$83.6M +$81.8M +230,165 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$83.2M +$5.78M +16,255 +8%
RJA
24
Raymond James & Associates
Florida
$83.1M +$17.4M +48,959 +27%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$76.3M -$1.23M -3,454 -2%

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.