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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
BCWM
851
Bartlett & Co Wealth Management
Ohio
$200K
BFO
852
Biltmore Family Office
North Carolina
$200K +$199K +600 New
PIA
853
Powell Investment Advisors
Florida
$200K +$199K +600 New
BC
854
Bartlett & Co
Ohio
$200K
GC
855
Gibson Capital
Pennsylvania
$200K +$199K +600 New
BlackRock
856
BlackRock
New York
$196K -$40.9K -123 -17%
CT
857
Colonial Trust
South Carolina
$196K
GFWA
858
Grey Fox Wealth Advisors
Delaware
$195K
PVH
859
Psagot Value Holdings
Israel
$195K -$198K -596 -50%
CNBTD
860
Citizens National Bank Trust Department
Mississippi
$188K
MFT
861
Moisand Fitzgerald Tamayo
Florida
$183K +$332 +1 +0.2%
OC
862
Oakworth Capital
Alabama
$181K
BWAM
863
Boyd Watterson Asset Management
Ohio
$177K
1832 Asset Management
864
1832 Asset Management
Ontario, Canada
$172K +$47.2K +142 +38%
ZB
865
Zions Bancorporation
Utah
$164K
IA
866
IFS Advisors
Kansas
$163K
PA
867
Parallel Advisors
California
$160K +$28.9K +87 +22%
FCA
868
FinTrust Capital Advisors
South Carolina
$154K
TCA
869
Trifecta Capital Advisors
Illinois
$139K
JGIA
870
Jackson Grant Investment Advisers
Connecticut
$128K +$665 +2 +0.5%
WAS
871
Winch Advisory Services
Wisconsin
$126K +$1.99K +6 +2%
CBT
872
CoreFirst Bank & Trust
Kansas
$123K
LC
873
Lindbrook Capital
California
$122K -$498K -1,499 -80%
AAP
874
Arax Advisory Partners
Colorado
$121K +$665 +2 +0.6%
WP
875
WealthPLAN Partners
Nebraska
$117K +$116K +350 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.