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State Street SPDR Dow Jones Industrial Average ETF Trust

952 hedge funds and large institutions have $8.46B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 291 increasing their positions, 302 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 302

2.55% less ownership

Funds ownership: 34.38%31.84% (-2.5%)

4% less funds holding

Funds holding: 989952 (-37)

5% less funds holding in top 10

Funds holding in top 10: 6461 (-3)

19% less capital invested

Capital invested by funds: $10.5B → $8.46B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 99

28% less call options, than puts

Call options by funds: $5.65B | Put options by funds: $7.85B

Holders
952
Holders Change
-37
Holders Change %
-3.74%
% of All Funds
16.04%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
1.03%
New
73
Increased
291
Reduced
302
Closed
99
Calls
$5.65B
Puts
$7.85B
Net Calls
-$2.2B
Net Calls Change
+$4.35B
Name Holding Trade Value Shares
Change
Change in
Stake
GB
151
Gunma Bank
Japan
$5.54M +$5.89M +18,000 New
SAM
152
Summit Asset Management
Tennessee
$5.53M -$7.27M -22,242 -55%
KWMG
153
King Wealth Management Group
Florida
$5.52M -$139K -424 -2%
SWA
154
Stratos Wealth Advisors
Ohio
$5.51M +$460K +1,408 +9%
WEPOG
155
Wealth Enhancement & Preservation of GA
Georgia
$5.51M -$386K -1,180 -6%
CL
156
COWA LLC
Oklahoma
$5.41M -$18K -55 -0.3%
SWP
157
Stratos Wealth Partners
Ohio
$5.41M +$380K +1,161 +7%
RFM
158
Royal Fund Management
Florida
$5.4M -$4.68M -14,312 -45%
SCA
159
Snowden Capital Advisors
New York
$5.33M +$578K +1,768 +11%
MCM
160
Magnolia Capital Management
New York
$5.3M +$204K +625 +4%
CAG
161
Curtis Advisory Group
California
$5.19M +$6.21K +19 +0.1%
PFA
162
Pettinga Financial Advisors
Indiana
$5.18M -$929K -2,840 -14%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$5.17M +$19K +58 +0.3%
JIC
164
Johnson Investment Counsel
Ohio
$5.15M +$304K +931 +6%
BA
165
Birinyi Associates
Connecticut
$5.1M -$32.7K -100 -0.6%
GIA
166
Gladstone Institutional Advisory
Florida
$5.07M +$345K +1,055 +7%
CA
167
Cetera Advisors
Colorado
$5.04M -$1.2M -3,678 -18%
CAM
168
Cresset Asset Management
Illinois
$4.93M +$2.17M +6,647 +70%
Brown Advisory
169
Brown Advisory
Maryland
$4.83M -$84K -257 -2%
FG
170
Foster Group
Iowa
$4.77M
SVWAG
171
Sound View Wealth Advisors Group
Georgia
$4.77M +$321K +983 +7%
HI
172
Harbour Investments
Wisconsin
$4.7M +$5M +15,275 New
RA
173
RFG Advisory
Alabama
$4.68M +$3.13M +9,565 +203%
BBNA
174
Bremer Bank National Association
Minnesota
$4.59M +$1.64K +5 +0%
ISB
175
Iowa State Bank
Iowa
$4.58M

DIA Hedge Fund Activity: Q2 2022 in Review

952 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q2 2022, worth a combined $8.46B — down 19% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of DIA and 73 opened new positions — a net loss of 26 holders — while 302 trimmed existing stakes and 291 added.

The largest buyer was Nissay Asset Management, adding an estimated $150M. The largest seller was Bank of America, cutting an estimated $287M.

  • 952 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q2 2022, down from 989 in Q1 2022.
  • Funds reported $8.46B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q2 2022, down 19% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q2 2022 and 99 closed out, a net change of -26 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q2 2022 was Nissay Asset Management, an estimated $150M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q2 2022 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2022.