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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
1051
Horizon Bancorp
Indiana
-$331K -1,000 Closed
CWM
1052
C2C Wealth Management
Arizona
-$321K -967 Closed
AWM
1053
Axxcess Wealth Management
California
-$310K -934 Closed
PIA
1054
Perennial Investment Advisors
California
-$270K -815 Closed
BB
1055
Busey Bank
Illinois
-$258K -778 Closed
MG
1056
Mather Group
Illinois
-$246K -741 Closed
WA
1057
WESPAC Advisors
California
-$244K -736 Closed
FFM
1058
Forum Financial Management
Illinois
-$237K -716 Closed
MWM
1059
MinichMacGregor Wealth Management
New York
-$236K -712 Closed
PG
1060
Patten Group
Tennessee
-$232K -701 Closed
SAM
1061
Secure Asset Management
Michigan
-$217K -654 Closed
SWP
1062
Strategic Wealth Partners
Ohio
-$216K -652 Closed
CC
1063
Cadinha & Co
Hawaii
-$215K -650 Closed
NPF
1064
Norris Perne & French
Michigan
-$211K -637 Closed
BOPW
1065
Brandywine Oak Private Wealth
Pennsylvania
-$205K -619 Closed
MFA
1066
McClarren Financial Advisors
Pennsylvania
-$165K -501 Closed
CAS
1067
Coppell Advisory Solutions
Texas
-$107K -323 Closed
CASC
1068
Coppell Advisory Solutions Corp
Texas
-$107K -323 Closed
AWM
1069
Accurate Wealth Management
Florida
-$89.7K -266 Closed
MS
1070
Madden Securities
Texas
-$80.2K -242 Closed
MSCM
1071
McElhenny Sheffield Capital Management
Texas
-$66.3K -200 Closed
DWP
1072
Destiny Wealth Partners
Florida
-$53.7K -162 Closed
WOSD
1073
WFA of San Diego
California
-$49.7K -150 Closed
RAM
1074
Riggs Asset Management
Pennsylvania
-$34.8K -105 Closed
RFG
1075
RFP Financial Group
Georgia
-$33.1K -100 Closed

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.