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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
WP
801
WealthSource Partners
California
$239K +$11K +33 +5%
HNW
802
High Note Wealth
Minnesota
$238K
HWA
803
Heritage Wealth Advisors
Virginia
$237K -$11.6K -35 -5%
SFG
804
Sage Financial Group
Pennsylvania
$236K
DL
805
DOHJ LLC
Washington
$236K -$2.68M -8,056 -92%
Toronto Dominion Bank
806
Toronto Dominion Bank
Ontario, Canada
$236K
HIIFS
807
Harel Insurance Investments & Financial Services
Israel
$235K
CA
808
Cullinan Associates
Kentucky
$233K -$3.75M -11,300 -94%
FA
809
Financial Advisors
Massachusetts
$233K
EK
810
Evensky & Katz
Florida
$232K +$1.33K +4 +0.6%
SEP
811
Southland Equity Partners
Missouri
$231K -$19.6K -59 -8%
CCWM
812
Cassaday & Co Wealth Management
Virginia
$231K
CWP
813
CFM Wealth Partners
Texas
$229K
RT
814
Rockland Trust
Massachusetts
$228K +$228K +686 New
YDMI
815
Y.D. More Investments
Israel
$228K -$1.46M -4,400 -87%
BIM
816
Bridgecreek Investment Management
Oklahoma
$226K -$24.9K -75 -10%
SC
817
Schulhoff & Co
Ohio
$226K
VA
818
Valmark Advisers
Ohio
$226K
EG
819
Ellerson Group
Maryland
$225K -$21.6K -65 -9%
FWCM
820
Ferguson Wellman Capital Management
Oregon
$224K
BRM
821
Boston Research & Management
Massachusetts
$222K
LWM
822
Liberty Wealth Management
California
$222K +$222K +667 New
IFAM
823
Institutional & Family Asset Management
Colorado
$221K -$35.2K -106 -14%
EIP
824
Ellis Investment Partners
Pennsylvania
$219K
ATC
825
Argent Trust Co
Tennessee
$217K +$217K +652 New

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.