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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
EFH
276
Eaton Financial Holdings
Florida
$2.08M
ETIA
277
Epic Trust Investment Advisors
Washington
$2.07M +$346K +1,040 +20%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$2.06M +$130K +392 +7%
SS
279
Sunbelt Securities
Texas
$2.05M -$40.9K -123 -2%
SC
280
Scotia Capital
Ontario, Canada
$2.05M -$482K -1,451 -19%
MCM
281
MAI Capital Management
Ohio
$2.04M -$203K -610 -9%
ICG
282
InterOcean Capital Group
Tennessee
$1.99M +$3.99K +12 +0.2%
SCA
283
St. Clair Advisors
Ohio
$1.98M
GRP
284
Global Retirement Partners
California
$1.97M -$502K -1,512 -20%
AF
285
Apexium Financial
Texas
$1.97M +$259K +780 +15%
WCM
286
Windsor Capital Management
Arizona
$1.97M -$17.3K -52 -0.9%
CW
287
Connectus Wealth
Ohio
$1.95M -$1M -3,013 -34%
FWA
288
FSM Wealth Advisors
Ohio
$1.95M +$1.94M +5,850 New
HWM
289
HB Wealth Management
Georgia
$1.94M -$378K -1,139 -16%
DS
290
DRW Securities
Illinois
$1.94M -$553K -1,665 -22%
IAN
291
Integrated Advisors Network
Texas
$1.94M -$1.09M -3,283 -36%
CAL
292
Capital Advisors Ltd
Ohio
$1.9M
GWANC
293
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.89M +$1.66K +5 +0.1%
KeyBank National Association
294
KeyBank National Association
Ohio
$1.89M +$72.8K +219 +4%
ADL
295
Asset Dedication LLC
California
$1.87M -$38.2K -115 -2%
FFN
296
Focus Financial Network
Minnesota
$1.85M -$3.65K -11 -0.2%
BBVA
297
Banco Bilbao Vizcaya Argentaria
Spain
$1.84M -$810K -2,437 -30%
LA
298
LexAurum Advisors
Kansas
$1.83M +$422K +1,270 +30%
SCA
299
Sassicaia Capital Advisers
New York
$1.83M +$332K +1,000 +22%
BPC
300
Banque Pictet & Cie
Switzerland
$1.82M

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.