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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
NAS
326
NWF Advisory Services
California
$1.73M
CW
327
CreativeOne Wealth
Kansas
$1.73M +$84.1K +250 +5%
ASBI
328
American State Bank (Iowa)
Iowa
$1.72M
SFO
329
Stokes Family Office
Louisiana
$1.72M -$76.1K -226 -4%
GWM
330
Gray Wealth Management
Maine
$1.71M +$4.38K +13 +0.3%
Vontobel Holding
331
Vontobel Holding
Switzerland
$1.7M +$84.1K +250 +5%
AA
332
Advisory Alpha
Michigan
$1.7M +$17.5K +52 +1%
BCM
333
Bayesian Capital Management
New York
$1.69M +$1.65M +4,903 New
BFS
334
Bradley Foster & Sargent
Connecticut
$1.68M +$481K +1,430 +41%
BWP
335
Balboa Wealth Partners
Arizona
$1.68M +$630K +1,873 +62%
VNA
336
Valley National Advisers
Pennsylvania
$1.66M -$604K -1,796 -27%
AIIMS
337
Analyst IMS Investment Management Services
Israel
$1.65M
TCA
338
Transcend Capital Advisors
New Jersey
$1.65M -$140K -417 -8%
SW
339
Solidarity Wealth
Utah
$1.65M -$39K -116 -2%
APW
340
Austin Private Wealth
Texas
$1.63M +$1.6M +4,747 New
EFS
341
Essex Financial Services
Connecticut
$1.61M +$101K +299 +7%
GSB
342
Greenfield Savings Bank
Massachusetts
$1.6M +$58.9K +175 +4%
EW
343
Evoke Wealth
California
$1.59M -$27.6K -82 -2%
USCWA
344
U.S. Capital Wealth Advisors
Texas
$1.59M
IWM
345
IHT Wealth Management
Illinois
$1.58M -$1.05M -3,111 -40%
AA
346
Ancora Advisors
Ohio
$1.57M -$162K -480 -10%
MWA
347
Monograph Wealth Advisors
California
$1.56M
IAS
348
Insigneo Advisory Services
Florida
$1.55M +$1.26M +3,736 +483%
DL
349
DOHJ LLC
Washington
$1.55M +$1.28M +3,802 +535%
PAMG
350
Patton Albertson Miller Group
Tennessee
$1.54M -$180K -535 -11%

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.