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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
PFS
126
Prospera Financial Services
Texas
$9.01M -$683K -2,028 -7%
M&T Bank
127
M&T Bank
New York
$9.01M -$1.04M -3,098 -11%
SHFP
128
Second Half Financial Partners
Florida
$8.89M +$6.86M +20,395 +374%
CWP
129
Capital Wealth Planning
Florida
$8.8M -$55.9K -166 -0.6%
WT
130
Whittier Trust
California
$8.77M -$627K -1,864 -7%
PRS
131
Pinkerton Retirement Specialists
Idaho
$8.54M +$1.91M +5,666 +30%
SCA
132
Snowden Capital Advisors
New York
$8.49M -$58.9K -175 -0.7%
AAS
133
Ameritas Advisory Services
Nebraska
$8.39M -$1.68M -4,989 -17%
SEM
134
Strategic Equity Management
Arizona
$8.38M +$19.2K +57 +0.2%
CA
135
Cetera Advisors
Colorado
$8.18M +$130K +387 +2%
NAM
136
NTV Asset Management
West Virginia
$8.13M -$439K -1,305 -5%
CFA
137
Camarda Financial Advisors
Florida
$8.11M +$7.94M +23,589 New
RFM
138
Royal Fund Management
Florida
$8.06M +$283K +840 +4%
Corient Private Wealth
139
Corient Private Wealth
Florida
$7.96M -$560K -1,665 -7%
WS
140
Wedbush Securities
California
$7.95M +$911K +2,707 +13%
CCFM
141
Clear Creek Financial Management
Washington
$7.75M +$5.07M +15,079 +202%
EWA
142
EP Wealth Advisors
California
$7.6M -$1.15M -3,427 -14%
MPW
143
Melone Private Wealth
Michigan
$7.52M +$534K +1,587 +8%
AWA
144
Arete Wealth Advisors
Illinois
$7.52M +$53.5K +159 +0.7%
OC
145
Oppenheimer & Co
New York
$7.43M +$776K +2,305 +12%
AF
146
Allworth Financial
California
$7.42M -$10.7M -31,919 -60%
PP
147
Paloma Partners
Connecticut
$7.41M +$1.43M +4,247 +25%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.39M -$590K -1,753 -8%
CA
149
CSM Advisors
Pennsylvania
$7.31M +$7.15M +21,254 New
CWM
150
Cornerstone Wealth Management
Missouri
$7.27M +$568K +1,688 +9%

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.