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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
SAS
251
Stelac Advisory Services
New York
$2.83M -$605K -1,798 -18%
CCG
252
Coastwise Capital Group
California
$2.8M -$461K -1,370 -14%
SG
253
StoneX Group
New York
$2.77M +$173K +514 +7%
MIC
254
Meridian Investment Counsel
California
$2.7M
SFG
255
SNS Financial Group
Minnesota
$2.7M -$1.16M -3,460 -31%
HI
256
Hudock Inc
Pennsylvania
$2.68M -$54.2K -161 -2%
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$2.66M +$2.6M +7,735 New
MCCA
258
Mill Creek Capital Advisors
Pennsylvania
$2.61M +$976K +2,900 +62%
FHA
259
First Horizon Advisors
Tennessee
$2.59M -$506K -1,504 -17%
PWM
260
Paulson Wealth Management
Illinois
$2.59M +$2.01M +5,964 +382%
GLLW
261
Graves Light Lenhart Wealth
Virginia
$2.58M
HIS
262
Harvest Investment Services
Illinois
$2.54M +$257K +765 +12%
FFA
263
Founders Financial Alliance
North Carolina
$2.54M +$113K +335 +5%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$2.51M +$366K +1,086 +17%
DLG
265
Daniel L. Goodwin
$2.48M +$67.3K +200 +3%
FWM
266
Fingerlakes Wealth Management
New York
$2.46M +$37.4K +111 +2%
RWB
267
RMR Wealth Builders
New Jersey
$2.44M -$54.9K -163 -2%
AT
268
Arvest Trust
Oklahoma
$2.44M -$227K -674 -9%
Man Group
269
Man Group
United Kingdom
$2.43M +$2.38M +7,079 New
SWM
270
Spire Wealth Management
Virginia
$2.42M -$5M -14,844 -68%
OCM
271
Objective Capital Management
Ohio
$2.42M +$5.72K +17 +0.2%
JEST
272
JTC Employer Solutions Trustee
Jersey
$2.4M
BWM
273
BigSur Wealth Management
Florida
$2.38M -$2.15M -6,400 -48%
GCP
274
GSA Capital Partners
United Kingdom
$2.36M -$1.53M -4,550 -40%
ACM
275
AlphaStar Capital Management
North Carolina
$2.35M -$784K -2,328 -25%

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.