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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
LFASL
826
Lugano Financial Advisors SA (LFA)
Switzerland
$242K
XF
827
XML Financial
Maryland
$242K +$325 +1 +0.1%
FUBT
828
First United Bank & Trust
Maryland
$241K -$13K -40 -5%
OWA
829
Octavia Wealth Advisors
Ohio
$240K -$17.9K -55 -7%
FNB
830
Farmers National Bank
Kentucky
$239K
ACA
831
Aspire Capital Advisors
Washington
$239K +$234K +721 New
MFGM
832
Marshall Financial Group (Maryland)
Maryland
$239K -$5.2K -16 -2%
Deutsche Bank
833
Deutsche Bank
Germany
$238K -$65K -200 -22%
FFM
834
Forum Financial Management
Illinois
$237K +$233K +716 New
GC
835
Garde Capital
Washington
$237K
HNW
836
High Note Wealth
Minnesota
$237K
BlackRock
837
BlackRock
New York
$236K +$3.58K +11 +2%
MWM
838
MinichMacGregor Wealth Management
New York
$236K +$231K +712 New
SFG
839
Sage Financial Group
Pennsylvania
$235K
Toronto Dominion Bank
840
Toronto Dominion Bank
Ontario, Canada
$235K
HIIFS
841
Harel Insurance Investments & Financial Services
Israel
$234K
PG
842
Patten Group
Tennessee
$232K +$228K +701 New
FA
843
Financial Advisors
Massachusetts
$232K
EK
844
Evensky & Katz
Florida
$230K +$325 +1 +0.1%
CCWM
845
Cassaday & Co Wealth Management
Virginia
$230K +$226K +694 New
CWP
846
CFM Wealth Partners
Texas
$228K +$223K +687 New
WP
847
WealthSource Partners
California
$227K -$438K -1,346 -66%
SFWC
848
Strategic Family Wealth Counselors
New Jersey
$225K +$221K +680 New
SC
849
Schulhoff & Co
Ohio
$225K -$11.4K -35 -5%
VA
850
Valmark Advisers
Ohio
$225K -$96.2K -296 -30%

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.