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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
KF
1051
Krilogy Financial
Missouri
-$567K -1,705 Closed
AT
1052
American Trust
Kentucky
-$504K -1,516 Closed
WMG
1053
WESCAP Management Group
California
-$498K -1,498 Closed
Fisher Asset Management
1054
Fisher Asset Management
Washington
-$495K -1,486 Closed
ACP
1055
Aveo Capital Partners
Colorado
-$461K -1,385 Closed
CFA
1056
Capstone Financial Advisors
Illinois
-$418K -1,256 Closed
Harris Associates
1057
Harris Associates
Illinois
-$416K -1,250 Closed
LWM
1058
Laidlaw Wealth Management
New York
-$362K -1,089 Closed
CFG
1059
Cooper Financial Group
California
-$362K -1,088 Closed
Fayez Sarofim & Co
1060
Fayez Sarofim & Co
Texas
-$349K -1,050 Closed
WHG
1061
Westwood Holdings Group
Texas
-$295K -888 Closed
OCM
1062
One Capital Management
California
-$243K -732 Closed
WP
1063
WealthSource Partners
California
-$239K -718 Closed
FA
1064
Financial Advisors
Massachusetts
-$233K -700 Closed
CCWM
1065
Cassaday & Co Wealth Management
Virginia
-$231K -694 Closed
RT
1066
Rockland Trust
Massachusetts
-$228K -686 Closed
LI
1067
LVZ Inc
Michigan
-$211K -633 Closed
GFWA
1068
Grey Fox Wealth Advisors
Delaware
-$195K -586 Closed
PO
1069
Private Ocean
California
-$108K -324 Closed
AWM
1070
Accel Wealth Management
Iowa
-$73.8K -222 Closed
TCWA
1071
Ten Capital Wealth Advisors
Washington
-$73.5K -221 Closed
ST
1072
Sageworth Trust
Pennsylvania
-$67.9K -204 Closed
TWA
1073
TCI Wealth Advisors
Arizona
-$49.6K -149 Closed
KM
1074
Kalos Management
Georgia
-$49.2K -148 Closed
WC
1075
Wealth CMT
New Jersey
-$49K -147 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.