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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
HIA
926
Harbor Investment Advisory
Maryland
$104K
CLOS
927
Compagnie Lombard Odier SCmA
Switzerland
$103K
SN
928
Sittner & Nelson
Oregon
$103K
BAM
929
Bosun Asset Management
Illinois
$103K +$101K +300 New
FMP
930
Financial Management Professionals
Texas
$103K
AWM
931
Activest Wealth Management
Florida
$103K +$55.9K +166 +57%
BWA
932
BDO Wealth Advisors
Florida
$102K -$673 -2 -0.7%
CFFP
933
Center for Financial Planning
Michigan
$93.5K
FMTCOCP
934
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
CHC
935
City Holding Co
West Virginia
$91.1K
BWM
936
Baystate Wealth Management
Massachusetts
$89.7K +$5.05K +15 +6%
HWP
937
Highline Wealth Partners
California
$89.4K
N
938
Natixis
France
$87K -$168K -500 -66%
AWM
939
Abound Wealth Management
Tennessee
$86.1K
GEA
940
Glen Eagle Advisors
New Jersey
$86K
PB
941
Pinnacle Bancorp
Nebraska
$86K
BWL
942
Bogart Wealth LLC
Virginia
$85.2K +$673 +2 +0.8%
HIIFS
943
Harel Insurance Investments & Financial Services
Israel
$85K -$154K -459 -65%
AIA
944
Arcadia Investment Advisors
Idaho
$84.2K
BAAM
945
Baker Avenue Asset Management
California
$81.8K
CAL
946
Capital Analysts LLC
Pennsylvania
$80K -$673 -2 -0.8%
AAG
947
Armstrong Advisory Group
Massachusetts
$79.1K +$40.7K +121 +111%
KTC
948
Kistler-Tiffany Companies
Pennsylvania
$78.9K +$337 +1 +0.4%
BBHC
949
Brown Brothers Harriman & Co
New York
$73.9K
BIA
950
Bell Investment Advisors
California
$72.4K

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.