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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
PP
101
Prudential plc
United Kingdom
$12.5M +$9.96M +29,580 +432%
AAS
102
Avantax Advisory Services
Texas
$12.5M +$169K +503 +1%
EA
103
Echo45 Advisors
California
$12.4M -$34.7K -103 -0.3%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$12.4M +$305K +906 +3%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$12.4M +$289K +858 +2%
MWM
106
Meridian Wealth Management
Kentucky
$12.1M -$338K -1,003 -3%
IWA
107
Intercontinental Wealth Advisors
Texas
$11.9M +$850K +2,525 +8%
PH
108
Pinnacle Holdings
Oklahoma
$11.5M +$10.8K +32 +0.1%
NA
109
NewEdge Advisors
Louisiana
$11.5M +$838K +2,490 +8%
PG
110
Prostatis Group
Maryland
$11.5M +$1.97M +5,857 +19%
AWS
111
Atria Wealth Solutions
New York
$11.5M -$5.88M -17,477 -34%
ATFA
112
All Terrain Financial Advisors
Minnesota
$11.5M -$117K -349 -1%
AWA
113
Amplius Wealth Advisors
Pennsylvania
$11.3M -$579K -1,719 -5%
RSWM
114
Robertson Stephens Wealth Management
California
$11.1M +$10.2M +30,258 +1,654%
OHIS
115
Oak Harvest Investment Services
Texas
$10.8M -$1.07M -3,167 -9%
BMC
116
Benin Management Corp
Connecticut
$10.8M -$370K -1,100 -3%
WQ
117
Wealth Quarterback
New Jersey
$10.7M +$5.18M +15,378 +98%
KAS
118
Kestra Advisory Services
Texas
$10.2M -$1.47M -4,357 -13%
IA
119
IFG Advisory
Georgia
$10.1M +$237K +705 +2%
MBTD
120
Mechanics Bank - Trust Department
California
$9.59M +$146K +435 +2%
WTC
121
WhitTier Trust Company
Nevada
$9.57M -$64.6K -192 -0.7%
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
$9.56M -$3.98M -11,815 -30%
Walleye Capital
123
Walleye Capital
New York
$9.53M +$9.33M +27,728 New
PAI
124
Pittenger & Anderson Inc
Nebraska
$9.12M +$126K +375 +1%
Simplex Trading
125
Simplex Trading
Illinois
$9.05M -$20M -59,515 -69%

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.