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State Street SPDR Dow Jones Industrial Average ETF Trust

1,026 hedge funds and large institutions have $8.55B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 346 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

3% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 335

1% less funds holding

Funds holding: 1,0341,026 (-8)

2% less call options, than puts

Call options by funds: $5.96B | Put options by funds: $6.08B

3.03% less ownership

Funds ownership: 33.49%30.46% (-3%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

13% less capital invested

Capital invested by funds: $9.84B → $8.55B (-$1.29B)

Holders
1,026
Holders Change
-8
Holders Change %
-0.77%
% of All Funds
16.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.81%
New
72
Increased
346
Reduced
335
Closed
65
Calls
$5.96B
Puts
$6.08B
Net Calls
-$122M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
426
Northern Capital Management (Washington)
Washington
$1.01M
ECML
427
Eagle Capital Management (Louisiana)
Louisiana
$1.01M
BFAG
428
Blackston Financial Advisory Group
Florida
$1.01M +$339K +977 +48%
CCC
429
Chelsea Counsel Company
California
$1.01M
MFG
430
Magnus Financial Group
New York
$995K -$21.8K -63 -2%
MIS
431
Morningstar Investment Services
Illinois
$993K -$286K -826 -22%
WMP
432
Wealth Management Partners
Arizona
$991K -$11.8K -34 -1%
SMC
433
Smith, Moore & Co
Missouri
$975K +$694 +2 +0.1%
KOC
434
Koss-Olinger Consulting
Florida
$975K -$62.4K -180 -6%
CI
435
CPR Investments
Michigan
$969K +$32.6K +94 +3%
PBK
436
Peoples Bank (Kansas)
Kansas
$968K +$1M +2,890 New
CRWM
437
Castle Rock Wealth Management
California
$967K
IWM
438
Iams Wealth Management
Nebraska
$967K +$1M +2,887 New
MFA
439
Mayflower Financial Advisors
Massachusetts
$966K -$88.1K -254 -8%
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$963K +$41.3K +119 +4%
HIS
441
Harvest Investment Services
Illinois
$962K -$1.57M -4,521 -61%
WC
442
Wexford Capital
Florida
$961K +$995K +2,869 New
WA
443
Waverly Advisors
Alabama
$955K +$88.1K +254 +10%
Tudor Investment Corp
444
Tudor Investment Corp
Connecticut
$953K +$986K +2,844 New
TIAA Trust, National Association
445
TIAA Trust, National Association
North Carolina
$946K +$979K +2,823 New
MOS
446
MGO One Seven
Ohio
$941K -$15.3K -44 -2%
APS
447
American Planning Services
Florida
$939K -$10.4K -30 -1%
FPB
448
First PREMIER Bank
South Dakota
$938K
Two Sigma Investments
449
Two Sigma Investments
New York
$938K -$152M -437,650 -99%
Allianz Asset Management
450
Allianz Asset Management
Germany
$938K +$971K +2,800 New

DIA Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2023, worth a combined $8.55B — down 13% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DIA positions and 65 closed out — a net gain of 7 holders — while 346 added to existing stakes and 335 trimmed.

The largest buyer was Wells Fargo, adding an estimated $81.9M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 1,026 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2023, down from 1,034 in Q2 2023.
  • Funds reported $8.55B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2023, down 13% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2023 and 65 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2023 was Wells Fargo, an estimated $81.9M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2023 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2023.