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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
PWMG
976
Prestige Wealth Management Group
New Jersey
$39.6K +$10.1K +30 +35%
FFA
977
Fairfield Financial Advisors
Massachusetts
$39K
BLC
978
Brown, Lisle/Cummings
Rhode Island
$37.1K
ETC
979
Exchange Traded Concepts
Oklahoma
$36.4K -$211K -628 -86%
SFFS
980
Stonehage Fleming Financial Services
Jersey
$35.4K
OP
981
ORG Partners
Indiana
$34.4K +$33.7K +100 New
FSWA
982
Financial Synergies Wealth Advisors
Texas
$34.4K
RFG
983
RFP Financial Group
Georgia
$34.4K +$33.7K +100 New
LWANC
984
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.8K
MSFP
985
Mark Sheptoff Financial Planning
Connecticut
$30.9K +$13.5K +40 +80%
AP
986
Arlington Partners
Alabama
$30.9K +$30.3K +90 New
AWM
987
Avior Wealth Management
Nebraska
$28.5K
CCM
988
Chilton Capital Management
Texas
$27.1K
TFGT
989
TS Financial Group (TSFG)
Illinois
$26K
RWPA
990
Richard W. Paul & Associates
Michigan
$25.4K
SIS
991
Sound Income Strategies
Florida
$24.8K +$23.6K +70 +3,500%
RI
992
Ridgewood Investments
New Jersey
$24.6K
GBT
993
Grove Bank & Trust
Florida
$24.4K -$8.41K -25 -26%
BWS
994
Buck Wealth Strategies
Colorado
$23.7K -$4.38K -13 -16%
PK
995
Pflug Koory
Nebraska
$22.7K
GI
996
Gradient Investments
Minnesota
$21K +$15.1K +45 +281%
CAM
997
Costello Asset Management
Pennsylvania
$20.6K
CWM
998
CarsonAllaria Wealth Management
Illinois
$19.9K +$19.5K +58 New
HCM
999
Horrell Capital Management
Arkansas
$19K
DRS
1000
Deane Retirement Strategies
Louisiana
$17.2K

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.