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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
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$1.54M -$61.9K -184 -4%
WCM
352
WealthBridge Capital Management
Ohio
$1.53M +$1.01K +3 +0.1%
FWA
353
FSM Wealth Advisors
Ohio
$1.53M -$465K -1,381 -24%
CIAS
354
Capital Investment Advisory Services
North Carolina
$1.52M +$337 +1 +0%
MWM
355
Mission Wealth Management
California
$1.52M +$20.2K +60 +1%
IC
356
IEQ Capital
California
$1.52M +$9.42K +28 +0.6%
CG
357
Caprock Group
Idaho
$1.52M
Bessemer Group
358
Bessemer Group
New Jersey
$1.51M -$1.35K -4 -0.1%
VWA
359
V Wealth Advisors
Kansas
$1.5M +$27.3K +81 +2%
QCM
360
Quantinno Capital Management
New York
$1.49M -$37.4K -111 -3%
CA
361
Cambridge Advisors
Nebraska
$1.48M -$4.04K -12 -0.3%
BW
362
Bison Wealth
Georgia
$1.47M +$199K +591 +16%
ETIA
363
Epic Trust Investment Advisors
Washington
$1.47M -$657K -1,953 -31%
FTS
364
Fifth Third Securities
Ohio
$1.46M +$91.2K +271 +7%
IFWM
365
Institute for Wealth Management
Colorado
$1.46M +$236K +702 +20%
Lido Advisors
366
Lido Advisors
California
$1.45M +$164K +487 +13%
DC
367
Davenport & Co
Virginia
$1.44M -$239K -710 -14%
AA
368
Apriem Advisors
California
$1.43M
PWM
369
Purus Wealth Management
California
$1.41M -$45.1K -134 -3%
VCP
370
Verus Capital Partners
Arizona
$1.4M -$1.01K -3 -0.1%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$1.39M -$48.8K -145 -3%
NB
372
NBT Bank
New York
$1.39M -$3.7K -11 -0.3%
CCB
373
Country Club Bank
Missouri
$1.38M
AA
374
Ashford Advisors
New York
$1.38M
JHCP
375
Jackson Hole Capital Partners
Oklahoma
$1.35M +$6.73K +20 +0.5%

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.