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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
PL
651
Plancorp LLC
Missouri
$382K +$1.33K +4 +0.3%
Empower Advisory Group
652
Empower Advisory Group
Colorado
$381K +$376K +1,133 New
KHLMTHM
653
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$378K
SI
654
Saxon Interests
Texas
$378K +$332 +1 +0.1%
AIM
655
Athena Investment Management
California
$377K
HIP
656
HUB Investment Partners
Texas
$377K +$376K +1,133 New
Deutsche Bank
657
Deutsche Bank
Germany
$377K +$138K +415 +58%
CSIC
658
Clifford Swan Investment Counsel
California
$375K +$665 +2 +0.2%
ACI
659
Alpha Cubed Investments
California
$374K -$149K -449 -29%
CMI
660
Clare Market Investments
Texas
$373K -$3.65K -11 -1%
Wealthfront Advisers
661
Wealthfront Advisers
California
$371K +$122K +366 +49%
S
662
SignatureFD
Georgia
$370K -$77.1K -232 -17%
SQA
663
Simon Quick Advisors
New Jersey
$369K +$50.8K +153 +16%
SSWM
664
Strait & Sound Wealth Management
California
$366K +$24.6K +74 +7%
FNT
665
First National Trust
Pennsylvania
$365K +$64.8K +195 +22%
AC
666
Abbrea Capital
California
$364K
WCM
667
Windham Capital Management
Massachusetts
$364K +$31.2K +94 +9%
LWM
668
Laidlaw Wealth Management
New York
$362K -$155K -465 -30%
WAM
669
WNY Asset Management
New York
$362K -$225K -676 -38%
CFG
670
Cooper Financial Group
California
$362K +$997 +3 +0.3%
LMKC
671
L.M. Kohn & Company
Ohio
$361K +$99.7K +300 +38%
WA
672
Waddell & Associates
Tennessee
$359K
PIM
673
Penobscot Investment Management
Massachusetts
$358K -$23.3K -70 -6%
CA
674
Crewe Advisors
Utah
$353K
Fayez Sarofim & Co
675
Fayez Sarofim & Co
Texas
$349K

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.