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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
CFA
626
Capstone Financial Advisors
Illinois
$418K +$417K +1,256 New
AL
627
ACAS LLC
California
$417K
Harris Associates
628
Harris Associates
Illinois
$416K +$415K +1,250 New
SBH
629
Segall Bryant & Hamill
Illinois
$413K +$39.9K +120 +11%
PAG
630
Powers Advisory Group
Illinois
$412K
Franklin Resources
631
Franklin Resources
California
$411K
AFS
632
Annapolis Financial Services
Maryland
$407K
CCA
633
Checchi Capital Advisers
California
$406K
T
634
TNF
Montana
$405K -$29.9K -90 -7%
LSIA
635
LaSalle St. Investment Advisors
Illinois
$405K +$26.9K +81 +7%
OW
636
Olistico Wealth
Oklahoma
$405K +$665 +2 +0.2%
PSIWM
637
Paradigm Strategies in Wealth Management
Minnesota
$395K -$24.9K -75 -6%
KWM
638
Kaydan Wealth Management
Michigan
$394K
VCM
639
Versant Capital Management
Arizona
$394K
NEWAS
640
N.E.W. Advisory Services
Wisconsin
$393K +$332 +1 +0.1%
EWM
641
Executive Wealth Management
Michigan
$391K +$4.32K +13 +1%
SOS
642
Silver Oak Securities
Tennessee
$391K -$252K -759 -39%
PCFFS
643
Pacific Center for Financial Services
California
$390K +$390K +1,173 New
WDL
644
Well Done LLC
Michigan
$390K
CL
645
Choreo LLC
Illinois
$386K +$386K +1,161 New
PNAA
646
Pictet North America Advisors
Switzerland
$386K
DW
647
Domani Wealth
Pennsylvania
$385K
ZIC
648
ZWJ Investment Counsel
Georgia
$385K +$132K +398 +52%
GCM
649
Gables Capital Management
Florida
$384K
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$384K

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.