We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
326
Money Concepts Capital
Florida
$1.82M +$1.76M +5,425 +9,353%
BPC
327
Banque Pictet & Cie
Switzerland
$1.82M -$65K -200 -4%
CF
328
Centaurus Financial
California
$1.81M -$411K -1,264 -19%
KeyBank National Association
329
KeyBank National Association
Ohio
$1.81M
VCA
330
Verdence Capital Advisors
Maryland
$1.8M +$1.33M +4,100 +307%
SFO
331
Stokes Family Office
Louisiana
$1.76M -$5.53K -17 -0.3%
KIA
332
KCM Investment Advisors
California
$1.75M +$651K +2,003 +61%
SC
333
SouthState Corp
Florida
$1.73M -$10.7K -33 -0.6%
ETIA
334
Epic Trust Investment Advisors
Washington
$1.72M -$566K -1,741 -25%
AF
335
Apexium Financial
Texas
$1.7M
IFPG
336
Intrepid Financial Planning Group
Indiana
$1.7M -$133K -410 -7%
GLA
337
Good Life Advisors
Pennsylvania
$1.69M +$759K +2,334 +84%
YDMI
338
Y.D. More Investments
Israel
$1.69M +$1.65M +5,085 New
PAMG
339
Patton Albertson Miller Group
Tennessee
$1.69M
PA
340
PFG Advisors
Arizona
$1.67M +$1.23M +3,774 +296%
IUHSA
341
Itau Unibanco Holding S.A.
Brazil
$1.67M +$635K +1,953 +63%
PPG
342
Peak Planning Group
Colorado
$1.67M +$1.32M +4,062 +413%
BFIC
343
Bedell Frazier Investment Counselling
California
$1.66M +$887K +2,728 +119%
ASBI
344
American State Bank (Iowa)
Iowa
$1.65M
AIC
345
Ayalon Insurance Company
Israel
$1.65M -$1.02M -3,146 -39%
BW
346
Bison Wealth
Georgia
$1.64M +$147K +452 +10%
HSA
347
HBK Sorce Advisory
Pennsylvania
$1.64M +$728K +2,241 +83%
AIIMS
348
Analyst IMS Investment Management Services
Israel
$1.61M
GC
349
Grimes & Company
Massachusetts
$1.6M +$503K +1,546 +47%
DC
350
Davenport & Co
Virginia
$1.6M -$74.1K -228 -5%

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.