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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
HWA
801
HCR Wealth Advisors
California
$259K
MSR
802
Main Street Research
Connecticut
$258K
WTG
803
West Tower Group
Virginia
$258K +$253K +751 New
PAM
804
Palisade Asset Management
Minnesota
$258K
GCAC
805
Guardian Capital Advisors (Canada)
Ontario, Canada
$258K +$42.1K +125 +20%
DCM
806
Donaldson Capital Management
Indiana
$257K +$252K +748 New
Wealth Enhancement Advisory Services
807
Wealth Enhancement Advisory Services
Minnesota
$257K +$4.71K +14 +2%
AWM
808
AAF Wealth Management
Massachusetts
$255K -$217K -646 -47%
FWM
809
Focused Wealth Management
New York
$254K -$337 -1 -0.1%
ZIC
810
ZWJ Investment Counsel
Georgia
$253K -$141K -420 -36%
FMN
811
Financial Management Network
California
$253K +$1.01K +3 +0.4%
FRA
812
Front Row Advisors
California
$253K
WSFS
813
Wilmington Savings Fund Society
Delaware
$253K
WIM
814
Warwick Investment Management
Texas
$253K +$673 +2 +0.3%
HCM
815
Hall Capital Management
Rhode Island
$252K
NCM
816
Neumann Capital Management
California
$252K
GC
817
Garde Capital
Washington
$248K
AWE
818
Avidian Wealth Enterprises
Texas
$248K -$844K -2,508 -78%
Deutsche Bank
819
Deutsche Bank
Germany
$247K -$140K -415 -37%
HNW
820
High Note Wealth
Minnesota
$246K
BSAM
821
Blue Square Asset Management
New York
$246K +$241K +715 New
EP
822
Eudaimonia Partners
Tennessee
$246K -$1.35K -4 -0.6%
HWA
823
Heritage Wealth Advisors
Virginia
$246K
WPW
824
Waldron Private Wealth
Pennsylvania
$246K -$4.38K -13 -2%
ONB
825
Old National Bancorp
Indiana
$245K -$408K -1,213 -63%

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.