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State Street SPDR Dow Jones Industrial Average ETF Trust

1,026 hedge funds and large institutions have $8.55B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 346 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

3% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 335

1% less funds holding

Funds holding: 1,0341,026 (-8)

2% less call options, than puts

Call options by funds: $5.96B | Put options by funds: $6.08B

3.03% less ownership

Funds ownership: 33.49%30.46% (-3%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

13% less capital invested

Capital invested by funds: $9.84B → $8.55B (-$1.29B)

Holders
1,026
Holders Change
-8
Holders Change %
-0.77%
% of All Funds
16.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.81%
New
72
Increased
346
Reduced
335
Closed
65
Calls
$5.96B
Puts
$6.08B
Net Calls
-$122M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
76
Northern Trust
Illinois
$16.9M -$177K -511 -1%
PG
77
Prostatis Group
Maryland
$16.6M +$4.64M +13,392 +37%
KHLMVGHM
78
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.5M
ANTB
79
AMG National Trust Bank
Colorado
$16M -$56.5K -163 -0.3%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$15.7M +$1.19M +3,421 +8%
Walleye Capital
81
Walleye Capital
New York
$15.4M +$6.37M +18,353 +66%
AAS
82
Avantax Advisory Services
Texas
$15.1M +$3.02M +8,721 +24%
SWIG
83
Strategic Wealth Investment Group
Kentucky
$14.8M +$249K +719 +2%
PMEF
84
Point72 Middle East FZE
United Arab Emirates
$14.7M -$3.98M -11,488 -21%
TAM
85
TCP Asset Management
Ohio
$14.6M +$921K +2,656 +6%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$14.8M +42,784 +5,735%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$14.3M -$27.2M -78,412 -65%
GG
88
GenWealth Group
New Jersey
$14.1M +$48.6K +140 +0.3%
Daiwa Securities Group
89
Daiwa Securities Group
Japan
$13.8M -$1.58M -4,566 -10%
PFPT
90
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.4M -$164K -473 -1%
William Blair & Company
91
William Blair & Company
Illinois
$13.4M -$2M -5,771 -13%
TLIC
92
Taiyo Life Insurance Company
Japan
$13.4M
SPIA
93
Steward Partners Investment Advisory
New York
$13.2M +$180K +520 +1%
NA
94
NewEdge Advisors
Louisiana
$12.8M +$1.67M +4,809 +14%
MA
95
MKT Advisors
California
$12.6M -$2.15M -6,213 -14%
BCM
96
Brookstone Capital Management
Illinois
$12.3M -$398K -1,148 -3%
LSA
97
L & S Advisors
California
$12.2M -$444K -1,281 -3%
EA
98
Echo45 Advisors
California
$12.1M +$12.8K +37 +0.1%
WCM
99
Washburn Capital Management
Florida
$11.9M -$712K -2,052 -5%
TWC
100
TD Waterhouse Canada
Ontario, Canada
$11.7M -$329K -949 -3%

DIA Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2023, worth a combined $8.55B — down 13% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DIA positions and 65 closed out — a net gain of 7 holders — while 346 added to existing stakes and 335 trimmed.

The largest buyer was Wells Fargo, adding an estimated $81.9M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 1,026 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2023, down from 1,034 in Q2 2023.
  • Funds reported $8.55B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2023, down 13% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2023 and 65 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2023 was Wells Fargo, an estimated $81.9M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2023 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2023.