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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
CWM
51
Campbell Wealth Management
Virginia
$28.5M +$703K +2,090 +3%
PA
52
Pinnacle Associates
New York
$28.4M +$12.2M +36,303 +78%
JBA
53
Johnson Bixby & Associates
Washington
$27.5M +$272K +809 +1%
FAG
54
Financial Advisory Group
Texas
$27.2M -$988K -2,936 -4%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$25.9M +$2.15M +6,403 +9%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$25.2M +$675K +2,007 +3%
CAN
57
Cetera Advisor Networks
California
$24.1M +$1.91M +5,668 +9%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$23.7M +$575K +1,709 +3%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$23.6M +$135K +402 +0.6%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$23.3M -$3.05M -9,060 -12%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$23M +$13.2M +39,100 +140%
SW
62
SteelPeak Wealth
California
$23M +$12.8M +38,067 +132%
CCA
63
Conservest Capital Advisors
Pennsylvania
$21.1M +$44.1K +131 +0.2%
SI
64
Stephens Inc
Arkansas
$20.8M +$540K +1,603 +3%
Mariner
65
Mariner
Kansas
$20.3M -$1.28M -3,816 -6%
IWC
66
Integrated Wealth Concepts
Massachusetts
$19.8M +$1.87M +5,546 +11%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$19.7M -$4M -11,885 -17%
Creative Planning
68
Creative Planning
Kansas
$19.7M -$10M -29,815 -34%
SF
69
Synovus Financial
Georgia
$19.6M +$1.6M +4,747 +9%
PMEF
70
Point72 Middle East FZE
United Arab Emirates
$19M +$18.6M +55,268 New
MIH
71
Meitav Investment House
Israel
$18.8M -$507K -1,505 -3%
Cerity Partners
72
Cerity Partners
New York
$18.3M +$1.08M +3,196 +6%
MAWCM
73
Mine & Arao Wealth Creation & Management
California
$18.2M +$138K +409 +0.8%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$18M -$11.8M -35,105 -40%
MML Investors Services
75
MML Investors Services
Massachusetts
$17.8M -$233K -691 -1%

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.