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State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
RG
976
Retirement Group
California
$22K +$1.63K +5 +8%
AW
977
Avion Wealth
Texas
$20K
CAM
978
Costello Asset Management
Pennsylvania
$19.9K
HCM
979
Horrell Capital Management
Arkansas
$19K
PWS
980
Paragon Wealth Strategies
Florida
$17.8K
AWM
981
Atticus Wealth Management
Florida
$16.9K -$6.18K -19 -27%
DRS
982
Deane Retirement Strategies
Louisiana
$16.6K
MSFP
983
Mark Sheptoff Financial Planning
Connecticut
$16.6K
NC
984
NewSquare Capital
Pennsylvania
$16.6K
CHA
985
Carmichael Hill & Associates
Maryland
$16.2K
QCG
986
Quadrant Capital Group
Ohio
$15.6K
FFA
987
Farther Finance Advisors
California
$13.3K +$13K +40 New
WWP
988
WR Wealth Planners
Missouri
$13.2K
CWP
989
Concord Wealth Partners
Virginia
$12.7K +$12.4K +38 New
LWA
990
Lowe Wealth Advisors
Maryland
$11.9K
UB
991
UMB Bank
Missouri
$11K
AIM
992
Anchor Investment Management
South Carolina
$8.62K
EWM
993
Endurance Wealth Management
Rhode Island
$8K
GBT
994
Grove Bank & Trust
Florida
$8K +$8.13K +25 New
MHR
995
Matthew Hamilton Rosenberg
$7.95K
EAM
996
Eukles Asset Management
Ohio
$7K
HF
997
Halpern Financial
Virginia
$6.63K -$4.23K -13 -39%
MWM
998
Mascoma Wealth Management
New Hampshire
$6.63K
ACP
999
Arcus Capital Partners
Georgia
$6.63K +$6.5K +20 New
TCM
1000
Tradewinds Capital Management
Washington
$6.63K +$6.5K +20 New

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.