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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
Citadel Advisors
476
Citadel Advisors
Florida
$826K -$52.8M -152,302 -98%
JFG
477
JDM Financial Group
Texas
$819K +$1.04K +3 +0.1%
SWM
478
SeaCrest Wealth Management
New York
$818K -$15.6K -45 -2%
SFA
479
Sequoia Financial Advisors
Ohio
$817K -$72.1K -208 -8%
MC
480
Moors & Cabot
Massachusetts
$816K -$30.5K -88 -3%
KLI
481
Kelman-Lazarov Inc
Tennessee
$813K -$19.8K -57 -2%
HSA
482
HBK Sorce Advisory
Pennsylvania
$811K -$7.63K -22 -0.9%
FNBSF
483
First National Bank Sioux Falls
South Dakota
$804K +$476K +1,373 +134%
FA
484
Financial Alternatives
California
$802K
SB
485
Strategic Blueprint
Georgia
$802K -$23.2K -67 -3%
SSB
486
Sandy Spring Bank
Maryland
$799K
VWM
487
Vigilare Wealth Management
Arizona
$792K +$694 +2 +0.1%
FCCM
488
First City Capital Management
Georgia
$784K
KNW
489
Kesler Norman & Wride
Utah
$783K -$1.39K -4 -0.2%
SWA
490
Strategies Wealth Advisors
Michigan
$772K +$3.12K +9 +0.4%
ZF
491
Zhang Financial
Michigan
$771K
WA
492
WBH Advisory
Maryland
$770K +$59.3K +171 +8%
DSC
493
Duncker Streett & Co
Missouri
$768K +$347 +1 +0%
AllianceBernstein
494
AllianceBernstein
Tennessee
$758K +$11.4K +33 +1%
GFS
495
GYL Financial Synergies
Connecticut
$758K
SWM
496
Selective Wealth Management
Virginia
$751K +$38.8K +112 +5%
PAM
497
Pegasus Asset Management
New York
$749K -$10.4K -30 -1%
PFG
498
Pacific Financial Group
Washington
$741K -$10.8K -31 -1%
TI
499
Tidal Investments
Wisconsin
$738K +$764K +2,203 New
AF
500
Advisornet Financial
Minnesota
$733K -$14.2K -41 -2%

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.