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State Street SPDR Dow Jones Industrial Average ETF Trust

1,185 hedge funds and large institutions have $12.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 357 increasing their positions, 377 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 54

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.89B)

11% more funds holding in top 10

Funds holding in top 10: 4651 (+5)

6.4% more ownership

Funds ownership: 34%40.4% (+6.4%)

4% more funds holding

Funds holding: 1,1381,185 (+47)

5% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 377

21% less call options, than puts

Call options by funds: $5.83B | Put options by funds: $7.36B

Holders
1,185
Holders Change
+47
Holders Change %
+4.13%
% of All Funds
17.02%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.73%
New
116
Increased
357
Reduced
377
Closed
54
Calls
$5.83B
Puts
$7.36B
Net Calls
-$1.53B
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Apriem Advisors
California
$1.76M
BCI
377
Brinker Capital Investments
Pennsylvania
$1.75M -$727K -1,789 -30%
OPS
378
Orion Portfolio Solutions
Nebraska
$1.75M -$727K -1,789 -30%
SFO
379
Stokes Family Office
Louisiana
$1.73M -$7.72K -19 -0.5%
MC
380
Moors & Cabot
Massachusetts
$1.72M +$756K +1,861 +84%
RBFC
381
Roman Butler Fullerton & Co
Missouri
$1.72M +$1.64M +4,030 New
NB
382
NBT Bank
New York
$1.71M -$38.2K -94 -2%
CIAS
383
Capital Investment Advisory Services
North Carolina
$1.7M +$12.2K +30 +0.8%
LSAG
384
Lake Street Advisors Group
New Hampshire
$1.7M -$40.2K -99 -2%
AA
385
Ashford Advisors
New York
$1.69M
NW
386
NewEdge Wealth
Pennsylvania
$1.69M +$408K +1,004 +34%
SA
387
SpiderRock Advisors
Delaware
$1.69M +$923K +2,271 +132%
RA
388
RFG Advisory
Alabama
$1.68M -$2.33M -5,725 -59%
TI
389
Tidal Investments
Wisconsin
$1.68M +$1.11M +2,724 +219%
JHCP
390
Jackson Hole Capital Partners
Oklahoma
$1.67M
LWL
391
Leo Wealth LLC
Texas
$1.67M +$5.69K +14 +0.4%
WA
392
Waverly Advisors
Alabama
$1.67M -$56.9K -140 -3%
PWM
393
Purus Wealth Management
California
$1.66M -$10.2K -25 -0.6%
LFAS
394
Level Four Advisory Services
Texas
$1.66M -$114K -280 -7%
CTI
395
Community Trust & Investment
Kentucky
$1.65M
HIP
396
HUB Investment Partners
Texas
$1.65M -$15K -37 -0.9%
WAP
397
Wealthcare Advisory Partners
Pennsylvania
$1.64M -$253K -622 -14%
CB
398
Centennial Bank
Arkansas
$1.64M
CA
399
Cambridge Advisors
Nebraska
$1.63M -$104K -257 -6%
SMC
400
Smith, Moore & Co
Missouri
$1.62M +$137K +336 +10%

DIA Hedge Fund Activity: Q3 2024 in Review

1,185 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2024, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DIA positions and 54 closed out — a net gain of 62 holders — while 357 added to existing stakes and 377 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.38B. The largest seller was Millennium Management, cutting an estimated $288M.

  • 1,185 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2024, up from 1,138 in Q2 2024.
  • Funds reported $12.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2024, up 17% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2024 and 54 closed out, a net change of +62 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $1.38B added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2024 was Millennium Management, an estimated $288M sold.

Based on aggregated 13F filings for Q3 2024.