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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
FWCM
851
Ferguson Wellman Capital Management
Oregon
$223K +$219K +674 New
BRM
852
Boston Research & Management
Massachusetts
$221K +$218K +670 New
EIP
853
Ellis Investment Partners
Pennsylvania
$218K +$325 +1 +0.2%
SAM
854
Secure Asset Management
Michigan
$217K +$213K +654 New
SWP
855
Strategic Wealth Partners
Ohio
$216K -$189K -581 -47%
Kayne Anderson Rudnick Investment Management
856
Kayne Anderson Rudnick Investment Management
California
$215K
ZCI
857
Zevenbergen Capital Investments
Washington
$215K +$211K +650 New
CC
858
Cadinha & Co
Hawaii
$215K +$211K +650 New
Group One Trading
859
Group One Trading
Illinois
$214K +$210K +645 New
LWMG
860
Levy Wealth Management Group
Pennsylvania
$212K +$208K +639 New
NPF
861
Norris Perne & French
Michigan
$211K +$207K +637 New
BHWM
862
Beaird Harris Wealth Management
Texas
$210K +$201K +619 +4,421%
LI
863
LVZ Inc
Michigan
$210K +$205K +632 New
MWM
864
Modera Wealth Management
New Jersey
$209K +$205K +632 New
FFA
865
First Foundation Advisors
California
$208K -$32.5K -100 -14%
WPW
866
Waldron Private Wealth
Pennsylvania
$208K
CSWM
867
Cassady Schiller Wealth Management
Ohio
$207K +$203K +625 New
RIM
868
Rockbridge Investment Management
New York
$206K +$202K +622 New
EWG
869
Executive Wealth Group
Washington
$205K +$202K +620 New
BOPW
870
Brandywine Oak Private Wealth
Pennsylvania
$205K +$201K +619 New
FPFS
871
First Personal Financial Services
North Carolina
$204K +$180K +555 +925%
BFPW
872
BOK Financial Private Wealth
Colorado
$202K
BDF
873
Black Diamond Financial
Maryland
$201K +$198K +608 New
IAS
874
Insigneo Advisory Services
Florida
$201K +$197K +605 New
NSIM
875
North Star Investment Management
Illinois
$200K

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.