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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
BSB
951
Bangor Savings Bank
Maine
$72.2K
TAM
952
Tucker Asset Management
Colorado
$71.9K
NC
953
NewSquare Capital
Pennsylvania
$71.5K +$1.01K +3 +1%
CWA
954
Clearview Wealth Advisors
Oregon
$71.3K
NIC
955
Northwest Investment Counselors
Oregon
$68.8K -$9.09K -27 -12%
VF
956
VitalStone Financial
Texas
$68K +$51.5K +153 +306%
2L
957
25 LLC
Missouri
$60.5K +$337 +1 +0.6%
CAS
958
Coppell Advisory Solutions
Texas
$58.4K +$57.6K +171 New
KFI
959
Key Financial Inc
Pennsylvania
$56K
CTWM
960
Cherry Tree Wealth Management
Minnesota
$55.7K +$54.5K +162 New
MTIC
961
Missouri Trust & Investment Company
Missouri
$54.7K +$8.41K +25 +19%
TC
962
Truvestments Capital
Florida
$53.9K -$1.01K -3 -2%
AIM
963
Anchor Investment Management
South Carolina
$53K +$43.1K +128 +492%
TFA
964
Toth Financial Advisory
Virginia
$51.7K
MBFW
965
Morton Brown Family Wealth
Pennsylvania
$51.6K
DI
966
Disciplined Investments
Oklahoma
$48.4K
DJSG
967
D.J. St. Germain
Massachusetts
$48.1K +$47.1K +140 New
SF
968
Safeguard Financial
Wisconsin
$48K +$47.5K +141 New
CWP
969
Concord Wealth Partners
Virginia
$47.7K +$33.7K +100 +256%
RG
970
Retirement Group
California
$43K +$19.5K +58 +87%
ACA
971
Atlas Capital Advisors
Wyoming
$43K
RFA
972
Register Financial Advisors
Georgia
$42.2K
CI
973
Cordant Inc
Oregon
$41.3K
AIC
974
Archer Investment Corporation
Indiana
$40.4K +$16.8K +50 +74%
APC
975
Aspire Private Capital
North Carolina
$40.2K

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.