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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
FPB
451
First PREMIER Bank
South Dakota
$963K
CI
452
CPR Investments
Michigan
$962K -$1.72M -5,102 -65%
TC
453
Telemus Capital
Michigan
$950K
FAIM
454
Financial Advocates Investment Management
Washington
$948K -$289K -858 -24%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$947K -$18.2K -54 -2%
LC
456
Lindbrook Capital
California
$939K +$796K +2,364 +644%
FA
457
Flagstar Advisors
New York
$935K +$118K +351 +15%
AFO
458
Allie Family Office
Florida
$931K
TF
459
Tompkins Financial
New York
$923K
WIA
460
World Investment Advisors
California
$918K
HW
461
Hancock Whitney
Mississippi
$917K
BF
462
BOK Financial
Oklahoma
$916K -$58.6K -174 -6%
CB
463
Commerce Bank
Missouri
$915K -$101K -300 -10%
FPCP
464
Fort Point Capital Partners
California
$915K +$2.02K +6 +0.2%
SIC
465
Samalin Investment Counsel
New York
$912K +$601K +1,786 +206%
SFA
466
Sequoia Financial Advisors
Ohio
$911K -$48.5K -144 -5%
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$901K -$53.9K -160 -6%
TRCT
468
Tower Research Capital (TRC)
New York
$901K -$4.84M -14,384 -85%
KWA
469
Kingswood Wealth Advisors
California
$901K +$882K +2,620 New
TA
470
Tactive Advisors
Florida
$899K +$216K +643 +33%
WA
471
Waverly Advisors
Alabama
$893K +$6.39K +19 +0.7%
RRA
472
Round Rock Advisors
Connecticut
$891K +$673 +2 +0.1%
GWSG
473
GPS Wealth Strategies Group
Colorado
$889K -$114K -340 -12%
Lazard Asset Management
474
Lazard Asset Management
New York
$888K
WFS
475
Widmann Financial Services
Maryland
$887K

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.