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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
ERIC
576
Eagle Rock Investment Company
Georgia
$507K
AT
577
American Trust
Kentucky
$504K +$504K +1,516 New
HGERS
578
Householder Group Estate & Retirement Specialist
Arizona
$503K +$502K +1,512 New
BFA
579
Beaumont Financial Advisors
Massachusetts
$502K -$322K -970 -39%
AAS
580
Asset Allocation Strategies
Michigan
$499K -$943K -2,839 -65%
PCMF
581
Private Capital Management (Florida)
Florida
$499K
SCA
582
Sage Capital Advisors
South Dakota
$499K +$1.99K +6 +0.4%
WMG
583
WESCAP Management Group
California
$498K +$2.33K +7 +0.5%
CIA
584
Capital Investment Advisors
Georgia
$498K -$58.1K -175 -10%
FGG
585
Financial Guidance Group
Florida
$498K -$29.9K -90 -6%
PWM
586
Peterson Wealth Management
Nevada
$495K -$22.6K -68 -4%
Fisher Asset Management
587
Fisher Asset Management
Washington
$495K +$72.4K +218 +17%
AWMNH
588
Arcadia Wealth Management (New Hampshire)
New Hampshire
$494K +$2.33K +7 +0.5%
TCOV
589
Trust Company of Vermont
Vermont
$493K +$19.3K +58 +4%
WCG
590
Weaver Consulting Group
California
$492K
BC
591
Burney Company
Virginia
$490K
ML
592
McAdam LLC
Pennsylvania
$489K +$332 +1 +0.1%
SDWMA
593
Schneider Downs Wealth Management Advisors
Pennsylvania
$486K
CS
594
Comerica Securities
Michigan
$484K +$5.98K +18 +1%
MMHP
595
Murphy Middleton Hinkle & Parker
Georgia
$481K
HNWAG
596
High Net Worth Advisory Group
Florida
$479K
FCI
597
Financial Counselors Inc
Kansas
$470K -$241K -725 -34%
DLHL
598
Donald L. Hagan LLC
Florida
$468K
VBFG
599
Vishria Bird Financial Group
Tennessee
$466K -$110K -331 -19%
CPA
600
Court Place Advisors
Maryland
$464K

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.