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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
AL
651
ACAS LLC
California
$431K
MSAM
652
Moloney Securities Asset Management
Missouri
$427K +$84.8K +252 +25%
PAG
653
Powers Advisory Group
Illinois
$426K
LFASL
654
Lugano Financial Advisors SA (LFA)
Switzerland
$423K +$168K +500 +68%
SAG
655
SageView Advisory Group
California
$422K +$72K +214 +21%
AFS
656
Annapolis Financial Services
Maryland
$421K
IIA
657
IPG Investment Advisors
California
$417K +$56.9K +169 +16%
BW
658
BIP Wealth
Georgia
$415K +$406K +1,207 New
SFG
659
Sovereign Financial Group
Connecticut
$415K -$127K -378 -24%
EWM
660
Executive Wealth Management
Michigan
$411K +$6.06K +18 +2%
AWA
661
Alta Wealth Advisors
Massachusetts
$411K -$42.1K -125 -9%
T
662
TNF
Montana
$409K
PSIWM
663
Paradigm Strategies in Wealth Management
Minnesota
$408K
KWM
664
Kaydan Wealth Management
Michigan
$407K
TH
665
TCTC Holdings
Texas
$406K -$65K -193 -14%
PCFFS
666
Pacific Center for Financial Services
California
$404K +$337 +1 +0.1%
WDL
667
Well Done LLC
Michigan
$403K
NEWAS
668
N.E.W. Advisory Services
Wisconsin
$402K -$4.71K -14 -1%
CL
669
Choreo LLC
Illinois
$399K +$337 +1 +0.1%
PNAA
670
Pictet North America Advisors
Switzerland
$399K
OW
671
Olistico Wealth
Oklahoma
$399K -$19.2K -57 -5%
ACI
672
Alpha Cubed Investments
California
$398K +$11.8K +35 +3%
SQA
673
Simon Quick Advisors
New Jersey
$398K +$15.1K +45 +4%
LWCFA
674
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$397K
PL
675
Plancorp LLC
Missouri
$396K +$1.68K +5 +0.4%

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.