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State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
776
Neumann Capital Management
California
$276K
RRA
777
Round Rock Advisors
Connecticut
$275K
PP
778
Patten & Patten
Tennessee
$275K +$4.88K +15 +2%
RCA
779
Ranch Capital Advisors
Florida
$275K +$1.63K +5 +0.6%
CCM
780
Coldstream Capital Management
Washington
$275K +$269K +829 New
FNBSF
781
First National Bank Sioux Falls
South Dakota
$274K
CWMU
782
Caliber Wealth Management (Utah)
Utah
$273K
PWLP
783
Prio Wealth Limited Partnership
Massachusetts
$272K -$48.8K -150 -15%
PIA
784
Perennial Investment Advisors
California
$270K -$1.09M -3,349 -80%
PAM
785
Private Asset Management
California
$270K
FPAS
786
Focus Partners Advisor Solutions
Missouri
$269K -$112K -346 -30%
WF
787
Warner Financial
Maryland
$268K
ST
788
Smithfield Trust
Pennsylvania
$267K -$55.3K -170 -17%
TCM
789
Tandem Capital Management
New Jersey
$267K
BTI
790
Blue Trust Inc
Georgia
$266K
ES
791
Eagle Strategies
New York
$265K +$10.4K +32 +4%
First Manhattan
792
First Manhattan
New York
$265K -$5.2K -16 -2%
AIS
793
AM Investment Strategies
Tennessee
$265K +$260K +800 New
BFC
794
Blue Fin Capital
Rhode Island
$263K
SWA
795
SOA Wealth Advisors
New York
$261K
LMKC
796
L.M. Kohn & Company
Ohio
$260K +$4.88K +15 +2%
HWA
797
HCR Wealth Advisors
California
$258K -$13K -40 -5%
BB
798
Busey Bank
Illinois
$258K -$176K -541 -41%
FCFC
799
First Citizens Financial Corp
Iowa
$257K
MAS
800
Meeder Advisory Services
Ohio
$257K +$252K +775 New

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.