We are live on ! Find out more
DIA icon

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
HNWAG
626
High Net Worth Advisory Group
Florida
$481K -$15.1K -45 -3%
TGAM
627
TBH Global Asset Management
Tennessee
$480K +$1.35K +4 +0.3%
CPA
628
Court Place Advisors
Maryland
$479K
GTAM
629
Global Trust Asset Management
Florida
$476K +$6.73K +20 +1%
NFP
630
Narus Financial Partners
Utah
$473K -$3.37K -10 -0.7%
CAI
631
Capital Advisors Inc
Oklahoma
$473K
WPC
632
Wedmont Private Capital
Pennsylvania
$471K +$459K +1,365 New
OSNBOA
633
Old Second National Bank of Aurora
Illinois
$471K
SOS
634
Silver Oak Securities
Tennessee
$471K +$65.6K +195 +17%
PAM
635
Peak Asset Management
Colorado
$470K
CWM
636
Collaborative Wealth Management
Florida
$470K -$3.7K -11 -0.8%
NA
637
Nottingham Advisors
New York
$454K
WP
638
Wealthspan Partners
Iowa
$454K
LSIA
639
LaSalle St. Investment Advisors
Illinois
$454K +$35.3K +105 +9%
ACA
640
Aspire Capital Advisors
Washington
$452K +$100K +297 +29%
HPM
641
Hoxton Planning & Management
West Virginia
$447K
UFF
642
USA Financial Formulas
Michigan
$443K -$113K -335 -21%
9WM
643
9258 Wealth Management
Ohio
$443K
FAG
644
Fortitude Advisory Group
Washington
$443K -$2.69K -8 -0.6%
ECM
645
Evergreen Capital Management
Washington
$442K -$33.3K -99 -7%
GIM
646
Grassi Investment Management
California
$438K -$3.03K -9 -0.7%
EWA
647
EverSource Wealth Advisors
Alabama
$437K -$673 -2 -0.2%
BWM
648
BNC Wealth Management
Oregon
$436K
HIP
649
HUB Investment Partners
Texas
$433K +$42.7K +127 +11%
FIA
650
Foundations Investment Advisors
Arizona
$431K +$142K +422 +51%

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.