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State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
226
Kaizen Financial Strategies
California
$3.58M +$689K +2,120 +26%
SAMT
227
Select Asset Management & Trust
Pennsylvania
$3.53M +$621K +1,910 +22%
Walleye Trading
228
Walleye Trading
New York
$3.53M +$3.46M +10,656 New
AWM
229
Apollon Wealth Management
South Carolina
$3.52M +$1.65M +5,065 +91%
MA
230
Mutual Advisors
Nebraska
$3.51M +$2.8M +8,601 +431%
FRA
231
Frank Rimerman Advisors
California
$3.46M -$607K -1,868 -15%
TFS
232
Thoroughbred Financial Services
Tennessee
$3.46M -$685K -2,106 -17%
GA
233
GFS Advisors
Texas
$3.45M -$1.3K -4 -0%
ACP
234
Aveo Capital Partners
Colorado
$3.36M +$3.3M +10,144 New
LCM
235
Linker Capital Management
Kentucky
$3.31M
SAS
236
Stelac Advisory Services
New York
$3.28M +$1.53M +4,709 +91%
MGIA
237
Moneta Group Investment Advisors
Missouri
$3.27M -$101K -311 -3%
OCBCO
238
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.27M +$3.21M +9,863 New
SCM
239
Schnieders Capital Management
California
$3.24M -$4.55K -14 -0.1%
BAM
240
Belpointe Asset Management
Nevada
$3.21M -$542K -1,668 -14%
Millennium Management
241
Millennium Management
New York
$3.18M -$102M -314,952 -97%
BJL
242
Brighton Jones LLC
Washington
$3.1M +$61.1K +188 +2%
WWM
243
Western Wealth Management
Colorado
$3.08M -$2.99M -9,211 -50%
OLVIG
244
Oliver Lagore Vanvalin Investment Group
Michigan
$3.05M -$490K -1,506 -14%
GVAG
245
Great Valley Advisor Group
Delaware
$3.04M -$639K -1,966 -18%
ZIMP
246
Zimmermann Investment Management & Planning
Pennsylvania
$3.04M +$2.59M +7,954 +653%
NCM
247
Narwhal Capital Management
Georgia
$3.04M
WEPOG
248
Wealth Enhancement & Preservation of GA
Georgia
$3.03M +$766K +2,356 +35%
IAN
249
Integrated Advisors Network
Texas
$3.02M +$1.3M +3,998 +78%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$3M -$1.04M -3,198 -26%

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.