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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
BlackRock
901
BlackRock
New York
$155K -$46.8K -139 -24%
GM
902
GeoWealth Management
Illinois
$154K +$56.9K +169 +60%
FCA
903
FinTrust Capital Advisors
South Carolina
$154K
VCM
904
Versant Capital Management
Arizona
$148K -$254K -754 -64%
TCA
905
Trifecta Capital Advisors
Illinois
$143K
BFPW
906
BOK Financial Private Wealth
Colorado
$133K -$75.1K -223 -37%
JGIA
907
Jackson Grant Investment Advisers
Connecticut
$133K +$673 +2 +0.5%
WAS
908
Winch Advisory Services
Wisconsin
$131K +$337 +1 +0.3%
DF
909
Dunhill Financial
United Kingdom
$129K +$127K +376 New
1832 Asset Management
910
1832 Asset Management
Ontario, Canada
$129K -$47.8K -142 -27%
CBT
911
CoreFirst Bank & Trust
Kansas
$127K
TSWM
912
Tyler-Stone Wealth Management
Ohio
$126K +$123K +365 New
AAP
913
Arax Advisory Partners
Colorado
$126K +$673 +2 +0.5%
AIP
914
Ameritas Investment Partners
Nebraska
$122K +$7.07K +21 +6%
WP
915
WealthPLAN Partners
Nebraska
$120K
CFD
916
Creative Financial Designs
Indiana
$120K +$27.6K +82 +31%
EWP
917
Elevation Wealth Partners
California
$118K
TC
918
Trust Company
Kansas
$116K
EDRH
919
Edmond de Rothschild Holding
Switzerland
$113K -$2.36K -7 -2%
USB
920
Union Savings Bank
Connecticut
$112K +$106K +316 New
TWM
921
Tradition Wealth Management
Minnesota
$112K
SC
922
Stephens Consulting
Michigan
$112K
PMFA
923
Plante Moran Financial Advisors
Michigan
$111K
GJIA
924
Glass Jacobson Investment Advisors
Maryland
$108K +$106K +315 New
CCA
925
Column Capital Advisors
Indiana
$107K

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.