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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$3.17M -$611K -1,838 -16%
CCG
227
Coastwise Capital Group
California
$3.17M +$175K +528 +6%
GVAG
228
Great Valley Advisor Group
Delaware
$3.16M +$109K +329 +4%
BFG
229
Barber Financial Group
Kansas
$3.07M +$1.06M +3,188 +53%
GA
230
GFS Advisors
Texas
$3.05M -$408K -1,229 -12%
FHA
231
First Horizon Advisors
Tennessee
$3.01M +$716K +2,154 +31%
WWM
232
Western Wealth Management
Colorado
$2.98M -$103K -311 -3%
CT
233
Caldwell Trust
Florida
$2.96M -$15.3K -46 -0.5%
CWA
234
Clarity Wealth Advisors
California
$2.95M +$812K +2,444 +38%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$2.9M -$112K -337 -4%
F4L
236
Fortune 45 LLC
Louisiana
$2.83M -$89K -268 -3%
SWP
237
Summit Wealth Partners
Florida
$2.78M +$332 +1 +0%
AGP
238
Autumn Glory Partners
Texas
$2.74M -$23.3K -70 -0.8%
HI
239
Hudock Inc
Pennsylvania
$2.64M -$257K -772 -9%
Millennium Management
240
Millennium Management
New York
$2.63M -$562K -1,690 -18%
CI
241
CPR Investments
Michigan
$2.63M +$2.63M +7,901 New
NL
242
NWAM LLC
Washington
$2.62M -$1.56M -4,683 -37%
ZIMP
243
Zimmermann Investment Management & Planning
Pennsylvania
$2.62M -$434K -1,306 -14%
MIC
244
Meridian Investment Counsel
California
$2.61M +$3.99K +12 +0.2%
BPA
245
Beacon Pointe Advisors
California
$2.58M +$360K +1,083 +16%
IWM
246
IHT Wealth Management
Illinois
$2.57M -$18.9M -57,005 -88%
QT
247
Quantbot Technologies
New York
$2.56M +$2.28M +6,870 +826%
SG
248
StoneX Group
New York
$2.51M -$84.7K -255 -3%
OPS
249
Orion Portfolio Solutions
Nebraska
$2.51M +$210K +633 +9%
BCI
250
Brinker Capital Investments
Pennsylvania
$2.51M +$1.57M +4,715 +167%

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.