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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
JWBC
576
J.W. Burns & Co
New York
$579K -$40.7K -121 -7%
RIA
577
Regal Investment Advisors
Michigan
$577K
V
578
Veritable
Delaware
$577K -$30.3K -90 -5%
VCM
579
Vigilant Capital Management
Maine
$572K
DBIA
580
Dumont & Blake Investment Advisors
New Jersey
$572K +$3.37K +10 +0.6%
CFGS
581
Concourse Financial Group Securities
Alabama
$571K -$25.9K -77 -4%
EIA
582
Eldridge Investment Advisors
New Hampshire
$569K
QPW
583
Quantum Private Wealth
Florida
$568K
KWA
584
Kellett Wealth Advisors
Ohio
$561K +$2.02K +6 +0.4%
PSCM
585
Per Stirling Capital Management
Texas
$557K -$199K -590 -27%
BFA
586
Beaumont Financial Advisors
Massachusetts
$553K +$33.7K +100 +7%
MWM
587
Mattern Wealth Management
Kansas
$552K -$33.7K -100 -6%
WP
588
WMS Partners
Maryland
$551K -$66K -196 -11%
SSWM
589
Sheets Smith Wealth Management
North Carolina
$550K
AM
590
AGF Management
Ontario, Canada
$545K -$70.7K -210 -12%
SCA
591
Sage Capital Advisors
South Dakota
$544K +$27.6K +82 +5%
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$542K
CPIG
593
Chicago Partners Investment Group
Illinois
$541K -$1.35K -4 -0.3%
JFGIW
594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$540K -$8.41K -25 -2%
CWS
595
Cypress Wealth Services
California
$539K
CIA
596
Capital Investment Advisors
Georgia
$536K +$20.5K +61 +4%
Walleye Trading
597
Walleye Trading
New York
$534K +$523K +1,553 New
GC
598
Gratus Capital
Georgia
$533K -$37K -110 -7%
OFG
599
Oxford Financial Group
Indiana
$533K -$51.8K -154 -9%
ERIC
600
Eagle Rock Investment Company
Georgia
$527K

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.