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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
IPW
1026
Impact Partnership Wealth
Georgia
$2.43K +$2.36K +7 New
AWM
1027
Atticus Wealth Management
Florida
$2.06K
CIA
1028
Cape Investment Advisory
Georgia
$1.72K
RCM
1029
Raleigh Capital Management
North Carolina
$1.46K -$1.68K -5 -56%
NRG
1030
Nemes Rush Group
Michigan
$1.03K +$1.01K +3 New
CA
1031
Centerpoint Advisors
Massachusetts
$1K
AssetMark Inc
1032
AssetMark Inc
California
$560 -$8.08K -24 -92%
HI
1033
Horizon Investments
North Carolina
$344 -$2.02K -6 -86%
DAM
1034
Delta Asset Management
Tennessee
$344
Susquehanna International Group
1035
Susquehanna International Group
Pennsylvania
-$39.4M -117,213 Closed
Optiver Holding
1036
Optiver Holding
Netherlands
-$24.3M -72,272 Closed
Marshall Wace
1037
Marshall Wace
United Kingdom
-$15M -44,483 Closed
WJWM
1038
Williams Jones Wealth Management
New York
-$12.1M -36,468 Closed
HF
1039
HRT Financial
New York
-$9.73M -28,900 Closed
SSG
1040
Summit Securities Group
New York
-$6.17M -18,555 Closed
LWM
1041
Lionsbridge Wealth Management
Florida
-$4.59M -13,811 Closed
WC
1042
Waterloo Capital
Texas
-$3.52M -10,585 Closed
Balyasny Asset Management
1043
Balyasny Asset Management
Illinois
-$2.23M -6,635 Closed
CAGAS
1044
Capital Advisory Group Advisory Services
Minnesota
-$2.09M -6,272 Closed
SCA
1045
Sassicaia Capital Advisers
New York
-$1.83M -5,500 Closed
MC
1046
Miramar Capital
Illinois
-$1.33M -4,000 Closed
EA
1047
Eudaimonia Advisors
Tennessee
-$1.21M -3,644 Closed
PWM
1048
Prosperity Wealth Management
California
-$860K -2,587 Closed
AIC
1049
Ayalon Insurance Company
Israel
-$792K -2,378 Closed
Kovitz Investment Group Partners
1050
Kovitz Investment Group Partners
Illinois
-$620K -1,864 Closed

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.