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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
BP
601
Ballentine Partners
Massachusetts
$516K -$126K -375 -20%
PCMF
602
Private Capital Management (Florida)
Florida
$516K
PGWM
603
Parisi Gray Wealth Management
New Jersey
$514K
AWMNH
604
Arcadia Wealth Management (New Hampshire)
New Hampshire
$513K +$2.69K +8 +0.5%
PTC
605
Private Trust Company
Ohio
$512K +$44.4K +132 +10%
CA
606
Continuum Advisory
Idaho
$512K -$43.1K -128 -8%
TCOV
607
Trust Company of Vermont
Vermont
$510K
WCG
608
Weaver Consulting Group
California
$509K
FGG
609
Financial Guidance Group
Florida
$506K -$8.41K -25 -2%
ML
610
McAdam LLC
Pennsylvania
$506K
Wealthfront Advisers
611
Wealthfront Advisers
California
$505K +$119K +353 +32%
PWM
612
Peterson Wealth Management
Nevada
$503K -$7.74K -23 -2%
SDWMA
613
Schneider Downs Wealth Management Advisors
Pennsylvania
$503K
MMHP
614
Murphy Middleton Hinkle & Parker
Georgia
$497K
MS
615
Maven Securities
Jersey
$496K -$2.94M -8,748 -86%
W
616
WPWealth
Texas
$494K +$483K +1,436 New
CS
617
Comerica Securities
Michigan
$490K -$9.42K -28 -2%
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$490K -$343K -1,019 -42%
Nomura Asset Management
619
Nomura Asset Management
Japan
$488K -$165K -491 -26%
BC
620
Burney Company
Virginia
$487K -$19.5K -58 -4%
EWM
621
Empirical Wealth Management
Washington
$485K -$124K -367 -21%
FCI
622
Financial Counselors Inc
Kansas
$484K -$1.35K -4 -0.3%
DLHL
623
Donald L. Hagan LLC
Florida
$484K
BFIC
624
Bedell Frazier Investment Counselling
California
$482K -$915K -2,719 -66%
VBFG
625
Vishria Bird Financial Group
Tennessee
$482K

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.