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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
TCPWM
726
Traverso Chambers Private Wealth Management
California
$336K +$1.35K +4 +0.4%
CWM
727
Chemistry Wealth Management
New York
$335K -$15.1K -45 -4%
RDWM
728
Red Door Wealth Management
Tennessee
$334K +$31.3K +93 +11%
KLCM
729
KG&L Capital Management
Louisiana
$332K +$29.6K +88 +10%
AIS
730
AM Investment Strategies
Tennessee
$330K +$337 +1 +0.1%
SC
731
Sierra Capital
Florida
$328K
APW
732
Atlantic Private Wealth
North Carolina
$327K -$22.9K -68 -7%
WAG
733
Winthrop Advisory Group
Massachusetts
$326K -$10.4K -31 -3%
FCMT
734
Founders Capital Management (Texas)
Texas
$326K +$19.2K +57 +6%
CIAS
735
CBIZ Investment Advisory Services
Ohio
$325K
CHJWM
736
Carlton Hofferkamp & Jenks Wealth Management
Texas
$323K
LIA
737
LBMC Investment Advisors
Tennessee
$321K
CA
738
Cornerstone Advisory
Maryland
$320K
SWPG
739
Strategic Wealth Partners Group
Illinois
$319K +$337 +1 +0.1%
D
740
Diversified
Delaware
$318K -$1.01K -3 -0.3%
WAL
741
W Advisors LLC
Tennessee
$318K
PSF
742
Pacific Sun Financial
California
$315K +$318K +946 New
OPWM
743
Oxinas Partners Wealth Management
Indiana
$314K -$1.36M -4,028 -82%
UL
744
Unionview LLC
Washington
$314K +$1.68K +5 +0.6%
BCV
745
Banque Cantonale Vaudoise
Switzerland
$313K -$6.06K -18 -2%
AFAS
746
Acorn Financial Advisory Services
Virginia
$313K +$337 +1 +0.1%
SYBT
747
Stock Yards Bank & Trust
Kentucky
$313K +$42.1K +125 +16%
KA
748
Kozak & Associates
Colorado
$311K +$1.35K +4 +0.4%
WSTAM
749
Wilbanks Smith & Thomas Asset Management
Virginia
$310K -$18.2K -54 -6%
Allspring Global Investments
750
Allspring Global Investments
North Carolina
$309K

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.