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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
GIA
151
GHP Investment Advisors
Colorado
$7.23M -$178K -529 -3%
NRA
152
NSI Retail Advisors
Pennsylvania
$7.22M +$7.07M +21,000 New
SWA
153
Stratos Wealth Advisors
Ohio
$7.08M +$555K +1,649 +9%
IA
154
IFP Advisors
Florida
$7.06M +$5.51M +16,375 +393%
BA
155
Birinyi Associates
Connecticut
$7.05M +$640K +1,903 +10%
SBIA
156
Sheaff Brock Investment Advisors
Indiana
$6.93M +$94.6K +281 +1%
SAF
157
Smith Anglin Financial
Texas
$6.8M -$176K -523 -3%
Prudential Financial
158
Prudential Financial
New Jersey
$6.73M -$1.28M -3,789 -16%
WCM
159
Washington Capital Management
Washington
$6.68M
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$6.67M -$366K -1,086 -5%
SVWAG
161
Sound View Wealth Advisors Group
Georgia
$6.66M +$68K +202 +1%
RFC
162
Regions Financial Corp
Alabama
$6.65M -$10.3M -30,651 -61%
KPWS
163
Kestra Private Wealth Services
Texas
$6.63M +$318K +945 +5%
Credit Agricole
164
Credit Agricole
France
$6.63M +$1.84M +5,479 +40%
SWP
165
Stratos Wealth Partners
Ohio
$6.34M +$1.22M +3,638 +25%
KWMG
166
King Wealth Management Group
Florida
$6.22M -$124K -369 -2%
CAM
167
Cresset Asset Management
Illinois
$6.21M +$1.33M +3,954 +28%
GW
168
GW & Wade
Massachusetts
$6.14M +$544K +1,616 +10%
NFA
169
Northern Financial Advisors
Michigan
$6.13M -$184K -548 -3%
PWMAG
170
Pinnacle Wealth Management Advisory Group
New Jersey
$6.06M -$332K -985 -5%
MCM
171
Magnolia Capital Management
New York
$5.99M -$10.1K -30 -0.2%
CA
172
Crumly & Associates
Illinois
$5.97M -$910K -2,705 -13%
GIA
173
Gladstone Institutional Advisory
Florida
$5.87M +$210K +623 +4%
ACM
174
Armbruster Capital Management
New York
$5.81M +$33.7K +100 +0.6%
HFRG
175
Houlihan Financial Resource Group
Virginia
$5.79M +$5.79M +17,206 New

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.