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State Street SPDR Dow Jones Industrial Average ETF Trust

1,026 hedge funds and large institutions have $8.55B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 346 increasing their positions, 335 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

3% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 335

1% less funds holding

Funds holding: 1,0341,026 (-8)

2% less call options, than puts

Call options by funds: $5.96B | Put options by funds: $6.08B

3.03% less ownership

Funds ownership: 33.49%30.46% (-3%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

13% less capital invested

Capital invested by funds: $9.84B → $8.55B (-$1.29B)

Holders
1,026
Holders Change
-8
Holders Change %
-0.77%
% of All Funds
16.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.81%
New
72
Increased
346
Reduced
335
Closed
65
Calls
$5.96B
Puts
$6.08B
Net Calls
-$122M
Net Calls Change
+$1.63B
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$11.7M -$332K -958 -3%
Jane Street
102
Jane Street
New York
$11.4M -$71.8M -207,024 -86%
RSWM
103
Robertson Stephens Wealth Management
California
$11.3M +$540K +1,557 +5%
AAS
104
Ameritas Advisory Services
Nebraska
$11.2M +$2.97M +8,555 +34%
FSA
105
Financial Sense Advisors
California
$11.2M +$11.6M +33,329 New
PH
106
Pinnacle Holdings
Oklahoma
$11.1M -$90.2K -260 -0.8%
AWS
107
Atria Wealth Solutions
New York
$11M -$211K -608 -2%
MWM
108
Meridian Wealth Management
Kentucky
$10.9M -$996K -2,873 -8%
AWA
109
Amplius Wealth Advisors
Pennsylvania
$10.8M -$196K -566 -2%
ATFA
110
All Terrain Financial Advisors
Minnesota
$10.7M -$455K -1,311 -4%
BMC
111
Benin Management Corp
Connecticut
$10.5M -$36.4K -105 -0.3%
RFM
112
Royal Fund Management
Florida
$10.5M +$2.69M +7,752 +33%
SC
113
Sykon Capital
New York
$10.2M +$5.56M +16,036 +110%
KAS
114
Kestra Advisory Services
Texas
$10.2M +$224K +647 +2%
CG
115
Cutler Group
California
$10.2M +$9.82M +28,308 +1,407%
OHIS
116
Oak Harvest Investment Services
Texas
$10.2M -$420K -1,210 -4%
IA
117
IFG Advisory
Georgia
$10.1M +$300K +865 +3%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$9.85M -$13M -37,600 -56%
MBTD
119
Mechanics Bank - Trust Department
California
$9.56M +$224K +646 +2%
WTC
120
WhitTier Trust Company
Nevada
$9.34M +$17.7K +51 +0.2%
CWP
121
Capital Wealth Planning
Florida
$9.33M +$787K +2,269 +9%
PFS
122
Prospera Financial Services
Texas
$9.3M +$537K +1,548 +6%
PAI
123
Pittenger & Anderson Inc
Nebraska
$9.07M +$188K +543 +2%
Cerity Partners
124
Cerity Partners
New York
$8.9M -$9.27M -26,742 -50%
Comerica Bank
125
Comerica Bank
Texas
$8.86M +$9.17M +26,447 New

DIA Hedge Fund Activity: Q3 2023 in Review

1,026 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q3 2023, worth a combined $8.55B — down 13% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DIA positions and 65 closed out — a net gain of 7 holders — while 346 added to existing stakes and 335 trimmed.

The largest buyer was Wells Fargo, adding an estimated $81.9M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 1,026 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q3 2023, down from 1,034 in Q2 2023.
  • Funds reported $8.55B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q3 2023, down 13% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q3 2023 and 65 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q3 2023 was Wells Fargo, an estimated $81.9M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q3 2023 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2023.