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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
AGP
276
Autumn Glory Partners
Texas
$2.33M -$488K -1,449 -18%
BCI
277
Brinker Capital Investments
Pennsylvania
$2.32M -$268K -797 -11%
OPS
278
Orion Portfolio Solutions
Nebraska
$2.32M -$268K -797 -11%
SWM
279
Sugarloaf Wealth Management
Georgia
$2.31M -$276K -819 -11%
ICG
280
InterOcean Capital Group
Tennessee
$2.31M +$245K +729 +12%
HNB
281
Huntington National Bank
Ohio
$2.3M
C
282
Certuity
Florida
$2.28M +$1.39M +4,144 +167%
IAIM
283
International Assets Investment Management
Florida
$2.27M +$92.6K +275 +4%
SAM
284
SignalPoint Asset Management
Missouri
$2.27M +$3.03K +9 +0.1%
WANY
285
Wealthspire Advisors (New York)
New York
$2.24M +$17.5K +52 +0.8%
HIMC
286
Heritage Investors Management Corp
Maryland
$2.23M
LFAS
287
Level Four Advisory Services
Texas
$2.22M -$9.76K -29 -0.4%
SC
288
Savant Capital
Illinois
$2.21M +$390K +1,158 +22%
GWANC
289
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.19M +$225K +670 +12%
EFH
290
Eaton Financial Holdings
Florida
$2.18M +$36.3K +108 +2%
CA
291
CoreCap Advisors
Michigan
$2.13M +$2.08M +6,186 New
SS
292
Sunbelt Securities
Texas
$2.11M -$38.4K -114 -2%
MCM
293
MAI Capital Management
Ohio
$2.08M -$28.9K -86 -1%
EP
294
Edgestream Partners
New Jersey
$2.05M +$2.01M +5,964 New
SCA
295
St. Clair Advisors
Ohio
$2.05M
WCM
296
Windsor Capital Management
Arizona
$2.04M +$3.7K +11 +0.2%
CW
297
Connectus Wealth
Ohio
$2.01M -$1.01K -3 -0.1%
IAN
298
Integrated Advisors Network
Texas
$2.01M +$3.37K +10 +0.2%
HWM
299
HB Wealth Management
Georgia
$2.01M +$1.35K +4 +0.1%
TCM
300
Triumph Capital Management
Colorado
$2M -$510K -1,515 -21%

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.