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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
GWM
351
Gray Wealth Management
Maine
$1.59M -$29.9K -92 -2%
MCCA
352
Mill Creek Capital Advisors
Pennsylvania
$1.56M +$1.53M +4,699 New
USCWA
353
U.S. Capital Wealth Advisors
Texas
$1.56M -$36.7K -113 -2%
EW
354
Evoke Wealth
California
$1.55M +$308K +948 +25%
FMWA
355
Forvis Mazars Wealth Advisors
Missouri
$1.55M -$16.9K -52 -1%
RAG
356
RIA Advisory Group
Iowa
$1.51M +$1.54M +4,723 New
CW
357
CreativeOne Wealth
Kansas
$1.5M +$140K +431 +11%
AA
358
Advisory Alpha
Michigan
$1.5M +$184K +566 +14%
GSB
359
Greenfield Savings Bank
Massachusetts
$1.49M +$20.2K +62 +1%
SCA
360
Sassicaia Capital Advisers
New York
$1.49M +$1.46M +4,500 New
QCM
361
Quantinno Capital Management
New York
$1.49M -$359K -1,105 -20%
WCM
362
WealthBridge Capital Management
Ohio
$1.47M -$31.5K -97 -2%
AFO
363
Allie Family Office
Florida
$1.47M +$13K +40 +0.9%
CG
364
Caprock Group
Idaho
$1.46M
Bessemer Group
365
Bessemer Group
New Jersey
$1.46M -$126K -389 -8%
Lido Advisors
366
Lido Advisors
California
$1.46M -$556K -1,710 -28%
CIAS
367
Capital Investment Advisory Services
North Carolina
$1.45M +$1.42M +4,383 New
EFS
368
Essex Financial Services
Connecticut
$1.45M +$19.2K +59 +1%
MWM
369
Mission Wealth Management
California
$1.44M +$325 +1 +0%
FTS
370
Fifth Third Securities
Ohio
$1.44M +$141K +435 +11%
IC
371
IEQ Capital
California
$1.44M
AAS
372
Asset Allocation Strategies
Michigan
$1.44M +$1.41M +4,340 New
SV
373
Sturgeon Ventures
United Kingdom
$1.43M +$1.4M +4,317 New
CA
374
Cambridge Advisors
Nebraska
$1.43M -$6.5K -20 -0.5%
OPWM
375
Oxinas Partners Wealth Management
Indiana
$1.43M -$16.6K -51 -1%

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.