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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
RSS
701
Rosenblum Silverman Sutton
California
$357K
Franklin Resources
702
Franklin Resources
California
$356K -$67.3K -200 -16%
WP
703
WealthShield Partners
North Carolina
$356K
FNBSF
704
First National Bank Sioux Falls
South Dakota
$353K
CSIC
705
Clifford Swan Investment Counsel
California
$353K -$33.7K -100 -9%
CAM
706
Carret Asset Management
New York
$352K
SW
707
SkyOak Wealth
Michigan
$350K
SCG
708
Sonata Capital Group
Washington
$350K +$337 +1 +0.1%
VCM
709
Vivaldi Capital Management
Illinois
$349K
WAM
710
WNY Asset Management
New York
$348K -$25.9K -77 -7%
Empower Advisory Group
711
Empower Advisory Group
Colorado
$347K -$41.4K -123 -11%
CWA
712
Capital Wealth Alliance
Arizona
$347K +$46.8K +139 +16%
FNT
713
First National Trust
Pennsylvania
$347K -$30K -89 -8%
SCA
714
Stonebridge Capital Advisors
Minnesota
$346K
MGWM
715
Marks Group Wealth Management
Minnesota
$344K
SP
716
Successful Portfolios
Florida
$344K -$3.03K -9 -0.9%
FPCG
717
Fort Pitt Capital Group
Pennsylvania
$344K
HCM
718
Hutchinson Capital Management
California
$344K
IIM
719
Ipswich Investment Management
Massachusetts
$344K
RPCONE
720
Retirement Planning Company of New England
Rhode Island
$343K -$2.36K -7 -0.7%
WF
721
Warner Financial
Maryland
$343K +$62.9K +187 +23%
GSEP
722
Golden State Equity Partners
California
$342K +$335K +994 New
RAM
723
Riggs Asset Management
Pennsylvania
$339K +$332K +987 New
OIA
724
OneDigital Investment Advisors
Kansas
$338K -$135K -400 -29%
CCM
725
Coldstream Capital Management
Washington
$337K -$194K -575 -37%

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.