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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
KHLMTHM
676
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$393K
YIH
677
Y-Intercept (HK)
Hong Kong
$392K +$173K +515 +82%
SI
678
Saxon Interests
Texas
$390K
AIM
679
Athena Investment Management
California
$390K
SC
680
Soundwatch Capital
Connecticut
$387K -$263K -780 -41%
S
681
SignatureFD
Georgia
$383K +$673 +2 +0.2%
SSWM
682
Strait & Sound Wealth Management
California
$379K
CA
683
Cullinan Associates
Kentucky
$378K +$135K +400 +57%
GCM
684
Gables Capital Management
Florida
$377K -$20.2K -60 -5%
AC
685
Abbrea Capital
California
$376K
WCM
686
Windham Capital Management
Massachusetts
$376K
NCM
687
Noesis Capital Mangement
Florida
$375K +$65.6K +195 +22%
AWM
688
Aprio Wealth Management
Georgia
$372K +$33.3K +99 +10%
WA
689
Waddell & Associates
Tennessee
$371K
PIM
690
Penobscot Investment Management
Massachusetts
$370K
MA
691
MONECO Advisors
Connecticut
$367K -$71.7K -213 -17%
CA
692
Crewe Advisors
Utah
$365K
AWA
693
Aaron Wealth Advisors
Illinois
$362K +$354K +1,052 New
OSAM
694
O'Shaughnessy Asset Management
Connecticut
$361K -$98.6K -293 -22%
HIC
695
Holderness Investments Company
North Carolina
$361K +$673 +2 +0.2%
EW
696
Element Wealth
Mississippi
$361K
RA
697
Rodgers & Associates
Pennsylvania
$360K
GT
698
Greenleaf Trust
Michigan
$358K
RWP
699
Ridgecrest Wealth Partners
California
$358K
WF
700
Welch & Forbes
Massachusetts
$358K

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.