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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
HR
551
Howe & Rusling
New York
$640K -$87.2K -259 -12%
SL
552
Stevard LLC
Illinois
$639K
FPAS
553
Focus Partners Advisor Solutions
Missouri
$635K -$19.9K -59 -3%
E
554
ETFidea
New York
$632K +$3.37K +10 +0.5%
RAG
555
RIA Advisory Group
Iowa
$630K -$101K -299 -14%
LMKC
556
L.M. Kohn & Company
Ohio
$630K +$251K +747 +69%
CCM
557
Consolidated Capital Management
California
$629K
CIC
558
Carnegie Investment Counsel
Ohio
$622K -$40.7K -121 -6%
IGWM
559
ICA Group Wealth Management
Colorado
$620K
GFPC
560
Global Financial Private Client
Florida
$617K
RWP
561
RWA Wealth Partners
Massachusetts
$615K +$354K +1,053 +143%
SWA
562
Sax Wealth Advisors
New Jersey
$615K +$337 +1 +0.1%
CA
563
Claro Advisors
Massachusetts
$612K -$22.9K -68 -4%
DLCIG
564
D.L. Carlson Investment Group
New Hampshire
$612K +$1.01K +3 +0.2%
JSL
565
JT Stratford LLC
Georgia
$607K +$39.4K +117 +7%
B
566
Bensler
Washington
$606K +$6.06K +18 +1%
FHB
567
First Hawaiian Bank
Hawaii
$606K
HWM
568
Howard Wealth Management
Connecticut
$605K +$3.7K +11 +0.6%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$602K -$214K -635 -27%
CPA
570
Capital Performance Advisors
California
$592K +$2.69K +8 +0.5%
FFC
571
First Financial Corp
Indiana
$590K -$28.6K -85 -5%
CG
572
Colony Group
Massachusetts
$590K
FA
573
Fiduciary Alliance
South Carolina
$590K +$3.03K +9 +0.5%
CT
574
Cambridge Trust
Massachusetts
$581K +$257K +763 +82%
SIC
575
Salem Investment Counselors
North Carolina
$580K

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.