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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
CHA
1001
Carmichael Hill & Associates
Maryland
$16.8K -$43.8K -130 -73%
AW
1002
Avion Wealth
Texas
$16K -$8.41K -25 -34%
QCG
1003
Quadrant Capital Group
Ohio
$15.1K
Russell Investments Group
1004
Russell Investments Group
United Kingdom
$14.8K
WWP
1005
WR Wealth Planners
Missouri
$13.8K
FFA
1006
Farther Finance Advisors
California
$13.8K
NSG
1007
Nalls Sherbakoff Group
Tennessee
$13.2K
LWA
1008
Lowe Wealth Advisors
Maryland
$12.4K
UB
1009
UMB Bank
Missouri
$11.3K
MCM
1010
McMillion Capital Management
North Carolina
$10.3K +$10.1K +30 New
IRC
1011
Investors Research Corp
Georgia
$9.45K +$5.05K +15 +125%
EAM
1012
Eukles Asset Management
Ohio
$9.28K +$1.68K +5 +23%
CMP
1013
Coston McIsaac & Partners
Maine
$8K
ODG
1014
O'Dell Group
Ohio
$7.37K +$7.07K +21 New
NMG
1015
New Millennium Group
Utah
$6.33K
TCM
1016
TD Capital Management
Tennessee
$5.72K
BWM
1017
BerganKDV Wealth Management
Minnesota
$5.5K
GWSA
1018
Global Wealth Strategies & Associates
Colorado
$5.22K
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$5.16K
WWM
1020
Wolff Wiese Magana
California
$5.16K
LFA
1021
Level Financial Advisors
New York
$4.81K
BHWM
1022
Beaird Harris Wealth Management
Texas
$4.76K
HS
1023
Horan Securities
United States
$4.13K
ME
1024
McIlrath & Eck
Washington
$3.78K
CFS
1025
CGC Financial Services
Oregon
$2.75K +$2.69K +8 New

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.