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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
KTA
751
Keeley-Teton Advisors
Illinois
$309K
AWM
752
AllSquare Wealth Management
New York
$309K
PCM
753
Parsons Capital Management
Rhode Island
$308K -$16.8K -50 -5%
BTI
754
Blue Trust Inc
Georgia
$308K
AA
755
Alesco Advisors
New York
$308K
CMI
756
Clare Market Investments
Texas
$307K -$77.7K -231 -21%
ES
757
Eagle Strategies
New York
$306K +$17.5K +52 +6%
MM
758
Meridian Management
Arkansas
$306K
MFG
759
MidWestOne Financial Group
Iowa
$305K
BA
760
Bluesphere Advisors
Pennsylvania
$304K
DSN
761
D. Scott Neal
Kentucky
$304K
PGWM
762
Pitti Group Wealth Management
New York
$300K -$6.73K -20 -2%
BWM
763
BlackDiamond Wealth Management
New York
$298K +$77.1K +229 +37%
EWM
764
Evermay Wealth Management
Virginia
$297K
AP
765
Appleton Partners
Massachusetts
$295K -$8.41K -25 -3%
GFL
766
Granite FO LLC
New Hampshire
$294K
H
767
HoyleCohen
California
$293K
BPWM
768
Badgley Phelps Wealth Managers
Washington
$293K
LWMG
769
Levy Wealth Management Group
Pennsylvania
$292K +$71K +211 +33%
MPW
770
Monterey Private Wealth
California
$289K +$673 +2 +0.2%
PVI
771
Pine Valley Investments
New Jersey
$289K +$20.5K +61 +8%
Financial Engines Advisors
772
Financial Engines Advisors
California
$288K -$46.1K -137 -14%
KWM
773
KFG Wealth Management
Indiana
$287K
FNBOO
774
First National Bank of Omaha
Nebraska
$287K
AC
775
Apella Capital
Connecticut
$286K +$280K +833 New

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.