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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
BFAG
526
Blackston Financial Advisory Group
Florida
$701K -$337 -1 -0%
TNA
527
True North Advisors
Texas
$699K +$3.37K +10 +0.5%
DA
528
Doliver Advisors
Texas
$699K +$684K +2,032 New
EWM
529
Evercore Wealth Management
New York
$697K
PWA
530
PCG Wealth Advisors
Kansas
$694K -$25.2K -75 -4%
CG
531
Cutler Group
California
$691K +$677K +2,012 New
MPM
532
Meritage Portfolio Management
Kansas
$689K
DMC
533
Drexel Morgan & Co
Pennsylvania
$688K
PCM
534
Prelude Capital Management
New York
$681K +$666K +1,980 New
NAM
535
NorthCrest Asset Manangement
Minnesota
$679K -$32.3K -96 -5%
RBC
536
Romano Brothers & Co
Illinois
$678K +$45.4K +135 +7%
CWM
537
Compass Wealth Management
Connecticut
$674K
GLA
538
Good Life Advisors
Pennsylvania
$673K -$29.6K -88 -4%
SIC
539
Sterling Investment Counsel
New York
$673K -$29.3K -87 -4%
JCM
540
Jacobi Capital Management
Pennsylvania
$673K -$24.6K -73 -4%
AIS
541
American Investment Services
Massachusetts
$671K -$58.2K -173 -8%
UBV
542
United Bank (Virginia)
Virginia
$668K
CL
543
CIM LLC
New York
$667K
CPC
544
Consolidated Planning Corp
Georgia
$659K +$645K +1,917 New
SBH
545
Segall Bryant & Hamill
Illinois
$658K +$225K +669 +54%
DWM
546
Destination Wealth Management
California
$657K +$337 +1 +0.1%
VFA
547
Valeo Financial Advisors
Indiana
$655K -$120K -357 -16%
LPAM
548
Lodestar Private Asset Management
California
$654K
1WA
549
180 Wealth Advisors
Washington
$647K
JIP
550
Jaffetilchin Investment Partners
Florida
$641K -$8.75K -26 -1%

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.