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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
PAM
476
Pegasus Asset Management
New York
$765K -$94.7K -285 -11%
DSC
477
Duncker Streett & Co
Missouri
$762K -$89.7K -270 -11%
KWS
478
Keystone Wealth Services
California
$754K -$5.98K -18 -0.8%
VFA
479
Valeo Financial Advisors
Indiana
$753K +$120K +361 +19%
GFS
480
GYL Financial Synergies
Connecticut
$752K -$1.66K -5 -0.2%
PFG
481
Pacific Financial Group
Washington
$748K +$10.3K +31 +1%
FA
482
FDx Advisors
Illinois
$743K
BFG
483
Bleakley Financial Group
New Jersey
$738K -$107K -322 -13%
RFN
484
Redwood Financial Network
Ohio
$736K -$3.99K -12 -0.5%
PSCM
485
Per Stirling Capital Management
Texas
$735K -$1.47M -4,436 -67%
VWA
486
Visionary Wealth Advisors
Illinois
$724K -$180K -542 -20%
GT
487
Glenmede Trust
Pennsylvania
$723K -$133K -400 -16%
SWM
488
SeaCrest Wealth Management
New York
$722K -$50.8K -153 -7%
GPA
489
Garrison Point Advisors
California
$722K +$332 +1 +0%
RAG
490
RIA Advisory Group
Iowa
$709K -$861K -2,591 -55%
WA
491
WBH Advisory
Maryland
$707K +$706K +2,125 New
HR
492
Howe & Rusling
New York
$705K -$92K -277 -12%
AIS
493
American Investment Services
Massachusetts
$703K
JWA
494
JFS Wealth Advisors
Pennsylvania
$702K -$407K -1,226 -37%
IA
495
IFP Advisors
Florida
$701K -$1.12M -3,361 -45%
FA
496
Fagan Associates
New York
$698K -$21.6K -65 -3%
PWA
497
PCG Wealth Advisors
Kansas
$696K -$14.3K -43 -2%
KCFA
498
Key Client Fiduciary Advisors
New Jersey
$692K -$33.2K -100 -5%
NAM
499
NorthCrest Asset Manangement
Minnesota
$688K +$688K +2,070 New
GLA
500
Good Life Advisors
Pennsylvania
$680K -$1.02M -3,063 -60%

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.