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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
MFGM
851
Marshall Financial Group (Maryland)
Maryland
$224K
ZCI
852
Zevenbergen Capital Investments
Washington
$224K
ACP
853
Aviance Capital Partners
Florida
$222K
GAA
854
Global Assets Advisory
Florida
$222K +$217K +645 New
LWM
855
Liberty Wealth Management
California
$220K -$9.42K -28 -4%
MFG
856
Marmo Financial Group
Tennessee
$218K
AC
857
AlphaCore Capital
California
$217K +$213K +632 New
FFA
858
First Foundation Advisors
California
$216K
APW
859
Aurora Private Wealth
New Jersey
$216K -$134K -398 -39%
EWG
860
Executive Wealth Group
Washington
$215K +$1.01K +3 +0.5%
FUBT
861
First United Bank & Trust
Maryland
$215K
CSWM
862
Cassady Schiller Wealth Management
Ohio
$215K
RIM
863
Rockbridge Investment Management
New York
$214K
FMII
864
Farmers & Merchants Investments Inc
Nebraska
$211K +$158K +470 +324%
FPFS
865
First Personal Financial Services
North Carolina
$211K
BDF
866
Black Diamond Financial
Maryland
$211K +$1.01K +3 +0.5%
SEIA
867
Signature Estate & Investment Advisors
California
$211K +$2.36K +7 +1%
Kayne Anderson Rudnick Investment Management
868
Kayne Anderson Rudnick Investment Management
California
$210K
NSIM
869
North Star Investment Management
Illinois
$208K
ACA
870
Aptus Capital Advisors
Alabama
$207K +$203K +603 New
BC
871
Bartlett & Co
Ohio
$207K
FAM
872
Formidable Asset Management
Ohio
$207K
TBNY
873
Trustco Bank (New York)
New York
$207K +$203K +602 New
YDMI
874
Y.D. More Investments
Israel
$207K -$27.9K -83 -12%
BCWM
875
Bartlett & Co Wealth Management
Ohio
$207K

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.