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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
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$620K
SL
527
Stevard LLC
Illinois
$618K -$18.3K -55 -3%
CA
528
Claro Advisors
Massachusetts
$615K -$4.98K -15 -0.8%
RBC
529
Romano Brothers & Co
Illinois
$611K +$24.3K +73 +4%
RSWM
530
Robertson Stephens Wealth Management
California
$610K +$42.9K +129 +8%
CCM
531
Consolidated Capital Management
California
$609K -$41.5K -125 -6%
E
532
ETFidea
New York
$608K -$16.3K -49 -3%
FDDB
533
Fidelity D&D Bancorp
Pennsylvania
$605K +$505K +1,521 New
GFPC
534
Global Financial Private Client
Florida
$602K
IGWM
535
ICA Group Wealth Management
Colorado
$600K
JWBC
536
J.W. Burns & Co
New York
$600K +$58.1K +175 +11%
FFC
537
First Financial Corp
Indiana
$599K -$36.5K -110 -6%
WP
538
WMS Partners
Maryland
$598K +$27.6K +83 +5%
AM
539
AGF Management
Ontario, Canada
$597K -$13.3K -40 -2%
LPIC
540
LeJeune Puetz Investment Counsel
Michigan
$595K
SWA
541
Sax Wealth Advisors
New Jersey
$595K -$93K -280 -14%
DLCIG
542
D.L. Carlson Investment Group
New Hampshire
$591K -$5.98K -18 -1%
EWM
543
Empirical Wealth Management
Washington
$591K +$112K +338 +24%
V
544
Veritable
Delaware
$588K
FHB
545
First Hawaiian Bank
Hawaii
$586K
HWM
546
Howard Wealth Management
Connecticut
$582K +$15.6K +47 +3%
B
547
Bensler
Washington
$581K +$7.31K +22 +1%
CFGS
548
Concourse Financial Group Securities
Alabama
$578K -$144K -432 -20%
CG
549
Colony Group
Massachusetts
$571K -$756K -2,274 -57%
CPA
550
Capital Performance Advisors
California
$570K +$2.66K +8 +0.5%

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.