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State Street SPDR Dow Jones Industrial Average ETF Trust

1,034 hedge funds and large institutions have $9.84B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 337 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 52

13% more capital invested

Capital invested by funds: $8.69B → $9.84B (+$1.15B)

4% more funds holding

Funds holding: 9991,034 (+35)

2.62% more ownership

Funds ownership: 30.87%33.49% (+2.6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

6% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 337

25% less call options, than puts

Call options by funds: $5.21B | Put options by funds: $6.96B

Holders
1,034
Holders Change
+35
Holders Change %
+3.5%
% of All Funds
16.23%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.91%
New
97
Increased
318
Reduced
337
Closed
52
Calls
$5.21B
Puts
$6.96B
Net Calls
-$1.75B
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Apollon Wealth Management
South Carolina
$3.64M -$539K -1,601 -13%
SPC
227
Sigma Planning Corp
Michigan
$3.6M -$1.04M -3,088 -23%
AF
228
AtlasMark Financial
Texas
$3.58M
TFS
229
Thoroughbred Financial Services
Tennessee
$3.57M -$50.5K -150 -1%
CF
230
Centaurus Financial
California
$3.53M +$1.68M +4,982 +94%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$3.51M +$3.43M +10,200 New
LCM
232
Linker Capital Management
Kentucky
$3.43M
MGIA
233
Moneta Group Investment Advisors
Missouri
$3.4M -$7.74K -23 -0.2%
OCBCO
234
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.39M
BHB
235
Bank Hapoalim BM
Israel
$3.31M -$742K -2,204 -19%
SCM
236
Schnieders Capital Management
California
$3.27M -$26.9K -80 -0.8%
BJL
237
Brighton Jones LLC
Washington
$3.26M -$23.2K -69 -0.7%
GVAG
238
Great Valley Advisor Group
Delaware
$3.25M -$21.5K -64 -0.7%
TA
239
TrueWealth Advisors
Alabama
$3.19M -$2.69M -7,991 -46%
US Bancorp
240
US Bancorp
Minnesota
$3.18M -$99.3K -295 -3%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$3.13M +$128K +381 +4%
GA
242
GFS Advisors
Texas
$3.13M -$29.3K -87 -0.9%
TSS
243
Two Sigma Securities
New York
$3.1M +$3.03M +9,009 New
DS
244
DRW Securities
Illinois
$3.06M +$1.03M +3,071 +53%
CT
245
Caldwell Trust
Florida
$3.04M -$24.2K -72 -0.8%
BSW
246
Buckingham Strategic Wealth
Missouri
$2.98M +$425K +1,264 +17%
WWM
247
Western Wealth Management
Colorado
$2.95M -$129K -384 -4%
F4L
248
Fortune 45 LLC
Louisiana
$2.92M -$673 -2 -0%
DADC
249
D.A. Davidson & Co
Montana
$2.91M +$1.83M +5,427 +179%
SWP
250
Summit Wealth Partners
Florida
$2.87M -$3.37K -10 -0.1%

DIA Hedge Fund Activity: Q2 2023 in Review

1,034 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2023, worth a combined $9.84B — up 13% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DIA positions and 52 closed out — a net gain of 45 holders — while 318 added to existing stakes and 337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $133M.

  • 1,034 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2023, up from 999 in Q1 2023.
  • Funds reported $9.84B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2023, up 13% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2023 and 52 closed out, a net change of +45 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2023 was Morgan Stanley, an estimated $299M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2023 was Bank of America, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2023.