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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
SFG
826
Sage Financial Group
Pennsylvania
$244K
Toronto Dominion Bank
827
Toronto Dominion Bank
Ontario, Canada
$244K
BRM
828
Boston Research & Management
Massachusetts
$244K +$13.5K +40 +6%
PA
829
Parallel Advisors
California
$243K +$76.1K +226 +47%
EK
830
Evensky & Katz
Florida
$241K +$1.01K +3 +0.4%
FCBT
831
First Citizens Bank & Trust
North Carolina
$239K +$234K +696 New
SEP
832
Southland Equity Partners
Missouri
$239K
SWA
833
ShankerValleau Wealth Advisors
Illinois
$237K +$232K +690 New
CWP
834
CFM Wealth Partners
Texas
$236K
CCA
835
Checchi Capital Advisers
California
$236K -$180K -536 -44%
BIM
836
Bridgecreek Investment Management
Oklahoma
$234K
SC
837
Schulhoff & Co
Ohio
$234K
EG
838
Ellerson Group
Maryland
$232K
PAM
839
Private Asset Management
California
$232K -$47.1K -140 -17%
FWCM
840
Ferguson Wellman Capital Management
Oregon
$232K
SF
841
Summit Financial
New Jersey
$231K +$225K +670 New
FNB
842
Farmers National Bank
Kentucky
$231K -$16.8K -50 -7%
VA
843
Valmark Advisers
Ohio
$230K -$3.03K -9 -1%
IFAM
844
Institutional & Family Asset Management
Colorado
$229K
CBFP
845
Cedar Brook Financial Partners
Ohio
$228K +$223K +664 New
SWA
846
SFMG Wealth Advisors
Texas
$228K +$5.72K +17 +3%
HSWM
847
Hubbell Strickland Wealth Management
Louisiana
$227K +$222K +659 New
EIP
848
Ellis Investment Partners
Pennsylvania
$226K +$337 +1 +0.2%
ATC
849
Argent Trust Co
Tennessee
$224K
G
850
Gainplan
Michigan
$224K -$67.3K -200 -24%

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.