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State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Summit Asset Management
Tennessee
$5.54M -$138K -425 -2%
JIC
177
Johnson Investment Counsel
Ohio
$5.53M +$48.4K +149 +0.9%
BC
178
Brookfield Corp
Ontario, Canada
$5.53M +$1.84M +5,673 +52%
CAG
179
Curtis Advisory Group
California
$5.49M -$58.5K -180 -1%
BBPWM
180
Blue Bell Private Wealth Management
Pennsylvania
$5.47M -$76.1K -234 -1%
AWM
181
Activest Wealth Management
Florida
$5.35M +$221K +680 +4%
GW
182
GW & Wade
Massachusetts
$5.2M +$800K +2,461 +19%
Brown Advisory
183
Brown Advisory
Maryland
$5.17M -$126K -389 -2%
WQ
184
Wealth Quarterback
New Jersey
$5.15M +$4.58M +14,099 +980%
FG
185
Foster Group
Iowa
$5.14M
CL
186
COWA LLC
Oklahoma
$4.97M -$504K -1,550 -9%
HI
187
Harbour Investments
Wisconsin
$4.96M -$99.1K -305 -2%
BBNA
188
Bremer Bank National Association
Minnesota
$4.94M
ISB
189
Iowa State Bank
Iowa
$4.93M
RA
190
RFG Advisory
Alabama
$4.8M -$192K -590 -4%
LWM
191
Lionsbridge Wealth Management
Florida
$4.72M +$4.29M +13,191 +1,247%
DWMG
192
DB Wealth Management Group
California
$4.68M +$1.71M +5,259 +59%
ASN
193
Advisory Services Network
Georgia
$4.65M +$2.59M +7,982 +132%
KPWS
194
Kestra Private Wealth Services
Texas
$4.65M +$224K +690 +5%
BWM
195
BigSur Wealth Management
Florida
$4.61M
ANBT
196
American National Bank & Trust
Texas
$4.58M -$75.4K -232 -2%
MMA
197
Miracle Mile Advisors
California
$4.52M +$2.27K +7 +0.1%
IPW
198
Intergy Private Wealth
Colorado
$4.5M +$147K +453 +3%
GWM
199
Greenwich Wealth Management
Connecticut
$4.48M +$17.2K +53 +0.4%
VVP
200
Venture Visionary Partners
Ohio
$4.44M +$38.4K +118 +0.9%

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.