We are live on ! Find out more
DIA icon

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
GGI
401
Godsey & Gibb Inc
Virginia
$1.21M -$326K -970 -22%
HIG
402
Heritage Investment Group
Florida
$1.2M
FH
403
FWG Holdings
Florida
$1.19M -$10.1K -30 -0.9%
SCM
404
SOL Capital Management
Maryland
$1.18M -$50.5K -150 -4%
NFSG
405
Newbridge Financial Services Group
Florida
$1.17M -$38K -113 -3%
WHCI
406
W.H. Cornerstone Investments
Massachusetts
$1.16M +$3.03K +9 +0.3%
CIA
407
Compass Ion Advisors
Pennsylvania
$1.16M +$106K +316 +10%
RIL
408
Rothschild Investment LLC
Illinois
$1.16M +$153K +455 +16%
OBWG
409
Onyx Bridge Wealth Group
New York
$1.15M +$1.13M +3,346 New
EE
410
EWG Elevate
California
$1.15M -$2.59M -7,682 -70%
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$1.14M -$221K -658 -17%
GCM
412
Gallacher Capital Management
Colorado
$1.14M +$31.3K +93 +3%
RCA
413
Resonant Capital Advisors
Wisconsin
$1.14M
AA
414
Auxano Advisors
Washington
$1.14M
FHA
415
Flagship Harbor Advisors
Massachusetts
$1.14M -$3.64M -10,823 -77%
BAM
416
Banta Asset Management
California
$1.13M +$3.37K +10 +0.3%
MAWA
417
Moss Adams Wealth Advisors
Washington
$1.13M
CCB
418
Cutter & Co Brokerage
Missouri
$1.12M +$5.72K +17 +0.5%
Capstone Investment Advisors
419
Capstone Investment Advisors
New York
$1.11M
PCIA
420
Prime Capital Investment Advisors
Kansas
$1.1M +$1.08M +3,201 New
AFP
421
Ausdal Financial Partners
Iowa
$1.09M +$1.07M +3,175 New
PWM
422
Perigon Wealth Management
California
$1.09M +$25.2K +75 +2%
KA
423
Kovack Advisors
Florida
$1.08M +$207K +615 +24%
JFG
424
Jefferies Financial Group
New York
$1.08M +$102K +303 +11%
PFA
425
Pinnacle Family Advisors
Missouri
$1.08M -$54.9K -163 -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.