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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$52.7M +$797K +2,399 +2%
OPAM
27
Ocean Park Asset Management
California
$52.5M +$18M +54,300 +53%
Cerity Partners
28
Cerity Partners
New York
$52.1M +$2.78M +8,381 +20%
TIM
29
Total Investment Management
Arizona
$52M +$51.9M +156,345 New
CWA
30
CM Wealth Advisors
Ohio
$45.6M +$6.77M +20,363 +17%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$43M -$9.09M -27,362 -17%
AI
32
Atria Investments
North Carolina
$42.2M +$3.51M +10,552 +9%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$42.2M +$25.9M +77,821 +171%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$41.7M +$385K +1,160 +0.9%
Jane Street
35
Jane Street
New York
$40.8M +$33M +99,344 +429%
Stifel Financial
36
Stifel Financial
Missouri
$39.1M -$2.12M -6,383 -5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$39M -$116M -349,222 -75%
AWM
38
AE Wealth Management
Kansas
$37.9M -$6.73M -20,253 -15%
HighTower Advisors
39
HighTower Advisors
Illinois
$36.5M +$193K +580 +0.5%
SGCA
40
Steel Grove Capital Advisors
Tennessee
$35.6M -$13K -39 -0%
Squarepoint
41
Squarepoint
New York
$35.6M +$1.77M +5,326 +5%
PAG
42
Private Advisor Group
New Jersey
$33.5M -$25.7M -77,387 -43%
CI
43
Chartist Inc
California
$29.1M +$31.4M +94,523 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$29.1M +$9.22M +27,736 +46%
Creative Planning
45
Creative Planning
Kansas
$29M +$9.04M +27,201 +45%
Simplex Trading
46
Simplex Trading
Illinois
$28.6M +$28.5M +85,734 +85,734%
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.5M +$1.11M +3,345 +4%
LSA
48
L & S Advisors
California
$28.4M +$16.1M +48,340 +131%
FAG
49
Financial Advisory Group
Texas
$27.3M -$345K -1,039 -1%
CWM
50
Campbell Wealth Management
Virginia
$26.8M +$634K +1,908 +2%

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.