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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
IA
401
IFP Advisors
Florida
$1.27M +$1.5M +4,626 +160%
EE
402
EWG Elevate
California
$1.26M +$379K +1,165 +44%
WHCI
403
W.H. Cornerstone Investments
Massachusetts
$1.25M +$39.3K +121 +3%
SG
404
Sharper & Granite
California
$1.25M +$1.22M +3,765 New
IFWM
405
Institute for Wealth Management
Colorado
$1.24M +$192K +591 +19%
RC
406
Roundview Capital
New Jersey
$1.23M
CAM
407
Cozad Asset Management
Illinois
$1.23M +$490K +1,507 +68%
MOS
408
MGO One Seven
Ohio
$1.23M +$350K +1,077 +41%
TD Asset Management
409
TD Asset Management
Ontario, Canada
$1.23M +$97.5K +300 +9%
SIAG
410
Safeguard Investment Advisory Group
California
$1.22M -$137K -423 -10%
FAIM
411
Financial Advocates Investment Management
Washington
$1.22M +$156K +481 +15%
NFSG
412
Newbridge Financial Services Group
Florida
$1.2M +$12K +37 +1%
SCM
413
SOL Capital Management
Maryland
$1.19M
M
414
MOTCO
Texas
$1.18M -$1.3K -4 -0.1%
ECG
415
Edge Capital Group
Georgia
$1.18M -$5.53K -17 -0.5%
MLL
416
Moody Lynn & Lieberson
Massachusetts
$1.18M
AMIM
417
Aull & Monroe Investment Management
Alabama
$1.16M
HIG
418
Heritage Investment Group
Florida
$1.15M
BFS
419
Bradley Foster & Sargent
Connecticut
$1.15M +$1.3K +4 +0.1%
FHA
420
Flagship Harbor Advisors
Massachusetts
$1.15M -$7.81M -24,021 -87%
KLI
421
Kelman-Lazarov Inc
Tennessee
$1.13M
AA
422
Auxano Advisors
Washington
$1.13M
FH
423
FWG Holdings
Florida
$1.12M
FANJ
424
Financial Architects (New Jersey)
New Jersey
$1.12M +$24.7K +76 +2%
KWM
425
Kingsview Wealth Management
Oregon
$1.11M -$325 -1 -0%

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.