We are live on ! Find out more
DIA icon

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
HCM
701
Hutchinson Capital Management
California
$333K
IIM
702
Ipswich Investment Management
Massachusetts
$333K
MSAM
703
Moloney Securities Asset Management
Missouri
$330K +$329K +991 New
AWM
704
Aprio Wealth Management
Georgia
$327K
WAG
705
Winthrop Advisory Group
Massachusetts
$326K +$9.97K +30 +3%
Financial Engines Advisors
706
Financial Engines Advisors
California
$325K +$9.64K +29 +3%
TCPWM
707
Traverso Chambers Private Wealth Management
California
$324K -$44.2K -133 -12%
AIS
708
AM Investment Strategies
Tennessee
$319K +$52.5K +158 +20%
WSTAM
709
Wilbanks Smith & Thomas Asset Management
Virginia
$318K -$2.66K -8 -0.8%
SC
710
Sierra Capital
Florida
$318K
PCM
711
Parsons Capital Management
Rhode Island
$315K
CIAS
712
CBIZ Investment Advisory Services
Ohio
$314K +$313K +942 New
AWM
713
AllSquare Wealth Management
New York
$311K
LIA
714
LBMC Investment Advisors
Tennessee
$311K
SWPG
715
Strategic Wealth Partners Group
Illinois
$310K +$30.2K +91 +11%
CA
716
Cornerstone Advisory
Maryland
$310K
D
717
Diversified
Delaware
$309K -$22.3K -67 -7%
CHJWM
718
Carlton Hofferkamp & Jenks Wealth Management
Texas
$309K
CT
719
Cambridge Trust
Massachusetts
$308K
BCV
720
Banque Cantonale Vaudoise
Switzerland
$308K -$142K -426 -31%
WAL
721
W Advisors LLC
Tennessee
$308K
BTI
722
Blue Trust Inc
Georgia
$306K
AFAS
723
Acorn Financial Advisory Services
Virginia
$302K +$302K +909 New
UL
724
Unionview LLC
Washington
$302K +$1.33K +4 +0.4%
KA
725
Kozak & Associates
Colorado
$300K -$1.33K -4 -0.4%

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.