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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
HH
476
Hilltop Holdings
Texas
$883K +$522K +1,550 +152%
AGA
477
Arkos Global Advisors
Texas
$880K +$17.8K +53 +2%
CB
478
Centennial Bank
Arkansas
$877K +$286K +850 +50%
PPP
479
Private Portfolio Partners
New Jersey
$876K +$18.8K +56 +2%
CNC
480
Citizens & Northern Corp
Pennsylvania
$874K
MC
481
Moors & Cabot
Massachusetts
$868K -$5.05K -15 -0.6%
SW
482
SVB Wealth
Massachusetts
$860K -$5.72K -17 -0.7%
BCM
483
Bluefin Capital Management
New York
$860K +$841K +2,500 New
KFA
484
Kelleher Financial Advisors
New York
$858K
SWM
485
SeaCrest Wealth Management
New York
$855K +$107K +317 +15%
KLI
486
Kelman-Lazarov Inc
Tennessee
$854K -$317K -942 -28%
RL
487
Retireful LLC
Michigan
$851K +$833K +2,476 New
SB
488
Strategic Blueprint
Georgia
$846K -$49.1K -146 -6%
HSA
489
HBK Sorce Advisory
Pennsylvania
$840K +$673 +2 +0.1%
JFG
490
JDM Financial Group
Texas
$839K +$1.68K +5 +0.2%
TD Asset Management
491
TD Asset Management
Ontario, Canada
$825K -$168K -500 -17%
FA
492
Financial Alternatives
California
$824K
SSB
493
Sandy Spring Bank
Maryland
$820K
AI
494
AXS Investments
New York
$815K +$798K +2,370 New
VWM
495
Vigilare Wealth Management
Arizona
$812K -$989K -2,939 -55%
VWA
496
Visionary Wealth Advisors
Illinois
$811K +$60.6K +180 +8%
KNW
497
Kesler Norman & Wride
Utah
$805K
FCCM
498
First City Capital Management
Georgia
$805K +$337 +1 +0%
FA
499
FDx Advisors
Illinois
$795K +$23.9K +71 +3%
ZF
500
Zhang Financial
Michigan
$792K

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.