We are live on ! Find out more
DIA icon

State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
951
Avion Wealth
Texas
$24K
RI
952
Ridgewood Investments
New Jersey
$23.8K +$23.6K +71 New
AIC
953
Archer Investment Corporation
Indiana
$22.5K +$19.9K +60 +750%
RG
954
Retirement Group
California
$22K +$332 +1 +2%
PK
955
Pflug Koory
Nebraska
$22K
CAM
956
Costello Asset Management
Pennsylvania
$20K
HCM
957
Horrell Capital Management
Arkansas
$19K
VF
958
VitalStone Financial
Texas
$18K -$47.2K -142 -74%
DRS
959
Deane Retirement Strategies
Louisiana
$16.6K
MSFP
960
Mark Sheptoff Financial Planning
Connecticut
$16.6K
QCG
961
Quadrant Capital Group
Ohio
$14.6K -$997 -3 -6%
Russell Investments Group
962
Russell Investments Group
United Kingdom
$14.3K +$14.3K +43 New
WWP
963
WR Wealth Planners
Missouri
$13.3K
FFA
964
Farther Finance Advisors
California
$13.3K
NSG
965
Nalls Sherbakoff Group
Tennessee
$13.1K +$13.3K +40 New
CWP
966
Concord Wealth Partners
Virginia
$12.9K +$332 +1 +3%
LWA
967
Lowe Wealth Advisors
Maryland
$12K
UB
968
UMB Bank
Missouri
$11K
AssetMark Inc
969
AssetMark Inc
California
$8.65K -$44.9K -135 -84%
AIM
970
Anchor Investment Management
South Carolina
$8.65K
CMP
971
Coston McIsaac & Partners
Maine
$8K
EWM
972
Endurance Wealth Management
Rhode Island
$8K
MHR
973
Matthew Hamilton Rosenberg
$7.98K
EAM
974
Eukles Asset Management
Ohio
$7.32K
NMG
975
New Millennium Group
Utah
$6.12K

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.