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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
JBA
51
Johnson Bixby & Associates
Washington
$26.3M -$1.1M -3,307 -4%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$25.5M -$13.6M -41,057 -35%
SG Americas Securities
53
SG Americas Securities
New York
$24.6M -$42.3M -127,330 -63%
Optiver Holding
54
Optiver Holding
Netherlands
$24M +$4.13M +12,422 +21%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$23.7M +$700K +2,106 +3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$23M +$9.72M +29,240 +73%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$22.9M -$3.85M -11,577 -14%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$22.7M -$516K -1,554 -2%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$22.4M -$321K -967 -1%
CAN
60
Cetera Advisor Networks
California
$21.4M -$6.89M -20,743 -24%
Mariner
61
Mariner
Kansas
$20.9M -$11.6M -34,947 -36%
CCA
62
Conservest Capital Advisors
Pennsylvania
$20.4M +$131K +393 +0.6%
SI
63
Stephens Inc
Arkansas
$19.6M -$385K -1,159 -2%
MIH
64
Meitav Investment House
Israel
$19.4M +$550K +1,654 +3%
Citadel Advisors
65
Citadel Advisors
Florida
$19.1M -$14.6M -43,864 -43%
AF
66
Allworth Financial
California
$17.8M -$474K -1,428 -3%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$17.5M +$899K +2,707 +5%
MML Investors Services
68
MML Investors Services
Massachusetts
$17.4M -$428K -1,288 -2%
SF
69
Synovus Financial
Georgia
$17.4M +$1.05M +3,172 +6%
IWC
70
Integrated Wealth Concepts
Massachusetts
$17.3M -$523K -1,573 -3%
WCM
71
Washburn Capital Management
Florida
$17.2M -$1.44M -4,336 -8%
AWS
72
Atria Wealth Solutions
New York
$16.9M +$4.65M +14,008 +38%
Northern Trust
73
Northern Trust
Illinois
$16.7M -$1.59M -4,794 -9%
RFC
74
Regions Financial Corp
Alabama
$16.6M -$548K -1,650 -3%
William Blair & Company
75
William Blair & Company
Illinois
$16.6M -$991K -2,983 -6%

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.