We are live on ! Find out more
DIA icon

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
BCWM
876
Bartlett & Co Wealth Management
Ohio
$199K
BC
877
Bartlett & Co
Ohio
$199K
CT
878
Colonial Trust
South Carolina
$195K +$192K +590 New
GFWA
879
Grey Fox Wealth Advisors
Delaware
$194K +$190K +586 New
CNBTD
880
Citizens National Bank Trust Department
Mississippi
$187K -$325 -1 -0.2%
MFT
881
Moisand Fitzgerald Tamayo
Florida
$182K
OC
882
Oakworth Capital
Alabama
$180K
BWAM
883
Boyd Watterson Asset Management
Ohio
$177K +$173K +533 New
Bank Julius Baer & Co
884
Bank Julius Baer & Co
Switzerland
$171K +$1.63K +5 +1%
MFA
885
McClarren Financial Advisors
Pennsylvania
$165K +$163K +501 New
ZB
886
Zions Bancorporation
Utah
$164K
CLOS
887
Compagnie Lombard Odier SCmA
Switzerland
$163K +$63.1K +194 +65%
IA
888
IFS Advisors
Kansas
$163K
FCA
889
FinTrust Capital Advisors
South Carolina
$154K
TSWM
890
Tyler-Stone Wealth Management
Ohio
$146K -$41.3K -127 -22%
CA
891
Clearstead Advisors
Ohio
$140K
TCA
892
Trifecta Capital Advisors
Illinois
$138K +$136K +417 New
PA
893
Parallel Advisors
California
$131K -$20.2K -62 -14%
JGIA
894
Jackson Grant Investment Advisers
Connecticut
$127K +$650 +2 +0.5%
1832 Asset Management
895
1832 Asset Management
Ontario, Canada
$124K
WAS
896
Winch Advisory Services
Wisconsin
$124K +$650 +2 +0.5%
CBT
897
CoreFirst Bank & Trust
Kansas
$123K
AAP
898
Arax Advisory Partners
Colorado
$120K +$650 +2 +0.6%
TC
899
Trust Company
Kansas
$112K
CAS
900
Coppell Advisory Solutions
Texas
$107K +$105K +323 New

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.