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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
SWM
251
Sugarloaf Wealth Management
Georgia
$2.5M
AT
252
Arvest Trust
Oklahoma
$2.5M -$351K -1,057 -12%
GLLW
253
Graves Light Lenhart Wealth
Virginia
$2.5M +$332 +1 +0%
CCFM
254
Clear Creek Financial Management
Washington
$2.49M -$12M -36,146 -83%
BSW
255
Buckingham Strategic Wealth
Missouri
$2.45M
TCM
256
Triumph Capital Management
Colorado
$2.44M -$5.65K -17 -0.2%
Neuberger Berman Group
257
Neuberger Berman Group
New York
$2.42M -$51.5K -155 -2%
RWB
258
RMR Wealth Builders
New Jersey
$2.41M -$503K -1,514 -17%
FFA
259
Founders Financial Alliance
North Carolina
$2.34M +$78.1K +235 +3%
FWM
260
Fingerlakes Wealth Management
New York
$2.34M +$7.64K +23 +0.3%
OCM
261
Objective Capital Management
Ohio
$2.33M -$76.8K -231 -3%
DLG
262
Daniel L. Goodwin
$2.33M
JEST
263
JTC Employer Solutions Trustee
Jersey
$2.32M
PP
264
Prudential plc
United Kingdom
$2.28M -$4.72M -14,220 -67%
HNB
265
Huntington National Bank
Ohio
$2.26M
VNA
266
Valley National Advisers
Pennsylvania
$2.24M -$290K -874 -12%
Balyasny Asset Management
267
Balyasny Asset Management
Illinois
$2.21M +$892K +2,685 +68%
HIS
268
Harvest Investment Services
Illinois
$2.2M +$153K +461 +7%
SAM
269
SignalPoint Asset Management
Missouri
$2.19M -$665 -2 -0%
HIMC
270
Heritage Investors Management Corp
Maryland
$2.16M -$166K -500 -7%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$2.16M +$243K +731 +13%
LFAS
272
Level Four Advisory Services
Texas
$2.15M -$240K -722 -10%
WANY
273
Wealthspire Advisors (New York)
New York
$2.15M +$13.6K +41 +0.6%
IAIM
274
International Assets Investment Management
Florida
$2.1M -$761K -2,291 -27%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$2.09M +$168K +507 +9%

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.