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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
BFO
876
Biltmore Family Office
North Carolina
$207K
PIA
877
Powell Investment Advisors
Florida
$207K
GC
878
Gibson Capital
Pennsylvania
$206K
SWA
879
SOA Wealth Advisors
New York
$205K -$63.9K -190 -24%
PP
880
PDS Planning
Ohio
$204K +$200K +594 New
BIA
881
Beacon Investment Advisors
Maryland
$204K +$200K +593 New
SPWM
882
Schrum Private Wealth Management
Florida
$204K +$200K +593 New
HA
883
Harfst & Associates
Wyoming
$204K +$199K +592 New
CT
884
Colonial Trust
South Carolina
$203K
PP
885
Pegasus Partners
Wisconsin
$203K +$199K +590 New
SIA
886
Strategic Investment Advisors
Michigan
$203K +$198K +589 New
OC
887
Oakworth Capital
Alabama
$203K +$15.1K +45 +8%
DT
888
Diversified Trust
Tennessee
$201K -$14.5K -43 -7%
CCM
889
Carlson Capital Management
Minnesota
$201K +$197K +585 New
TW
890
TrinityPoint Wealth
Connecticut
$201K +$197K +585 New
MG
891
Mather Group
Illinois
$200K +$196K +583 New
CWM
892
C2C Wealth Management
Arizona
$200K +$195K +578 New
CNBTD
893
Citizens National Bank Trust Department
Mississippi
$194K
IUHSA
894
Itau Unibanco Holding S.A.
Brazil
$193K +$189K +561 New
MFT
895
Moisand Fitzgerald Tamayo
Florida
$191K +$2.36K +7 +1%
BWAM
896
Boyd Watterson Asset Management
Ohio
$183K
Bank Julius Baer & Co
897
Bank Julius Baer & Co
Switzerland
$173K -$82.5K -245 -33%
ZB
898
Zions Bancorporation
Utah
$170K -$337 -1 -0.2%
IA
899
IFS Advisors
Kansas
$169K
FCAG
900
First Capital Advisors Group
New Jersey
$157K +$154K +458 New

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.