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State Street SPDR Dow Jones Industrial Average ETF Trust

989 hedge funds and large institutions have $10.5B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 305 increasing their positions, 279 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 69

8% more capital invested

Capital invested by funds: $9.7B → $10.5B (+$778M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

3% more funds holding

Funds holding: 960989 (+29)

2.2% more ownership

Funds ownership: 32.18%34.38% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 279

57% less call options, than puts

Call options by funds: $4.89B | Put options by funds: $11.4B

Holders
989
Holders Change
+29
Holders Change %
+3.02%
% of All Funds
15.6%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.01%
New
113
Increased
305
Reduced
279
Closed
69
Calls
$4.89B
Puts
$11.4B
Net Calls
-$6.55B
Net Calls Change
+$3.52B
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.32B +$193M +557,720 +17%
Bank of America
2
Bank of America
North Carolina
$1.17B +$204M +588,524 +21%
Goldman Sachs
3
Goldman Sachs
New York
$595M +$427M +1,231,617 +255%
NAM
4
Nissay Asset Management
Japan
$498M +$499M +1,437,173 New
Wells Fargo
5
Wells Fargo
California
$423M -$4.71M -13,573 -1%
LPL Financial
6
LPL Financial
California
$382M +$10.6M +30,442 +3%
UBS Group
7
UBS Group
Switzerland
$370M +$24.7M +71,112 +7%
Citigroup
8
Citigroup
New York
$290M -$57.6M -165,919 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$227M +$30.9M +89,046 +16%
Ameriprise
10
Ameriprise
Minnesota
$210M +$3.9M +11,241 +2%
CM
11
Churchill Management
California
$199M +$8.81M +25,391 +5%
CS
12
Credit Suisse
Switzerland
$172M +$136M +391,517 +377%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$153M +$28.8M +83,095 +24%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$126M -$424K -1,221 -0.3%
BMM
15
Berkshire Money Management
Massachusetts
$122M +$20.1M +57,800 +20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$115M +$5.49M +15,829 +5%
ETC
17
Exchange Traded Concepts
Oklahoma
$112M +$112M +323,127 New
BCM
18
Brookstone Capital Management
Illinois
$96.1M +$53.4M +154,020 +122%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$93M +$13.6M +39,104 +17%
Osaic Holdings
20
Osaic Holdings
Arizona
$88.4M -$8.7M -25,068 -9%
AFG
21
Arkansas Financial Group
Arkansas
$81.5M +$404K +1,165 +0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$80.5M -$2.85M -8,225 -3%
Barclays
23
Barclays
United Kingdom
$79.4M +$16.7M +48,049 +27%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$74M +$1.18M +3,405 +2%
RJA
25
Raymond James & Associates
Florida
$71.6M -$7.68M -22,145 -10%

DIA Hedge Fund Activity: Q1 2022 in Review

989 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2022, worth a combined $10.5B — up 8% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DIA positions and 69 closed out — a net gain of 44 holders — while 305 added to existing stakes and 279 trimmed.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $499M. The largest seller was Wolverine Trading, cutting an estimated $270M.

  • 989 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2022, up from 960 in Q4 2021.
  • Funds reported $10.5B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2022, up 8% quarter-over-quarter.
  • 113 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2022 and 69 closed out, a net change of +44 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2022 was Nissay Asset Management, an estimated $499M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2022 was Wolverine Trading, an estimated $270M sold.

Based on aggregated 13F filings for Q1 2022.