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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIC
351
Bedell Frazier Investment Counselling
California
$1.37M -$299K -900 -18%
VCP
352
Verus Capital Partners
Arizona
$1.35M +$58.1K +175 +5%
NB
353
NBT Bank
New York
$1.35M -$24.9K -75 -2%
TAM
354
Tocqueville Asset Management
New York
$1.34M
ARC
355
Advisor Resource Council
Texas
$1.34M +$918K +2,762 +229%
CCB
356
Country Club Bank
Missouri
$1.33M -$3.32K -10 -0.2%
AA
357
Ashford Advisors
New York
$1.33M
MC
358
Miramar Capital
Illinois
$1.33M
FTS
359
Fifth Third Securities
Ohio
$1.33M -$120K -360 -8%
FLPIM
360
F.L. Putnam Investment Management
Massachusetts
$1.33M
JHCP
361
Jackson Hole Capital Partners
Oklahoma
$1.3M +$6.31K +19 +0.5%
RMAM
362
Raab & Moskowitz Asset Management
New Jersey
$1.3M +$6.31K +19 +0.5%
CTI
363
Community Trust & Investment
Kentucky
$1.3M
MCM
364
Morton Capital Management
California
$1.29M -$3.65K -11 -0.3%
LB
365
Leo Brokerage
Texas
$1.25M +$1.25M +3,767 New
SG
366
Sharper & Granite
California
$1.25M -$4.98K -15 -0.4%
MIS
367
Morningstar Investment Services
Illinois
$1.24M -$21.3K -64 -2%
RC
368
Roundview Capital
New Jersey
$1.24M
Lido Advisors
369
Lido Advisors
California
$1.24M -$224K -674 -15%
BW
370
Bison Wealth
Georgia
$1.23M -$392K -1,180 -24%
SSA
371
Schonfeld Strategic Advisors
New York
$1.23M +$166K +500 +16%
CWM
372
Connecticut Wealth Management
Connecticut
$1.23M -$63.1K -190 -5%
AMIM
373
Aull & Monroe Investment Management
Alabama
$1.22M +$49.8K +150 +4%
CAM
374
Cozad Asset Management
Illinois
$1.22M -$20.9K -63 -2%
EA
375
Eudaimonia Advisors
Tennessee
$1.21M +$1.21M +3,644 New

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.