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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
BPA
301
Beacon Pointe Advisors
California
$1.98M -$676K -2,008 -26%
JGC
302
J. Goldman & Co
New York
$1.97M +$1.93M +5,721 New
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$1.97M -$258K -767 -12%
CAL
304
Capital Advisors Ltd
Ohio
$1.97M
GRP
305
Global Retirement Partners
California
$1.95M -$82.1K -244 -4%
AAS
306
Asset Allocation Strategies
Michigan
$1.94M +$1.4M +4,149 +276%
SSA
307
Schonfeld Strategic Advisors
New York
$1.94M +$654K +1,943 +53%
ADL
308
Asset Dedication LLC
California
$1.93M
FFN
309
Focus Financial Network
Minnesota
$1.9M -$12.1K -36 -0.6%
LA
310
LexAurum Advisors
Kansas
$1.89M -$673 -2 -0%
BBVA
311
Banco Bilbao Vizcaya Argentaria
Spain
$1.89M -$24.6K -73 -1%
GSWM
312
Greenup Street Wealth Management
Michigan
$1.89M +$1.85M +5,484 New
IFPG
313
Intrepid Financial Planning Group
Indiana
$1.86M +$33.7K +100 +2%
KeyBank National Association
314
KeyBank National Association
Ohio
$1.84M -$109K -323 -6%
SC
315
Scotia Capital
Ontario, Canada
$1.83M -$281K -835 -14%
ARC
316
Advisor Resource Council
Texas
$1.82M +$450K +1,337 +34%
ECG
317
Edge Capital Group
Georgia
$1.81M -$24.6K -73 -1%
GC
318
Grimes & Company
Massachusetts
$1.8M -$36.7K -109 -2%
SC
319
SouthState Corp
Florida
$1.79M -$673 -2 -0%
AF
320
Apexium Financial
Texas
$1.77M -$263K -780 -13%
OLVIG
321
Oliver Lagore Vanvalin Investment Group
Michigan
$1.76M +$28.9K +86 +2%
KIA
322
KCM Investment Advisors
California
$1.76M -$53.9K -160 -3%
VCA
323
Verdence Capital Advisors
Maryland
$1.76M
BPC
324
Banque Pictet & Cie
Switzerland
$1.75M -$135K -400 -7%
PPG
325
Peak Planning Group
Colorado
$1.74M -$86.2K -256 -5%

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.