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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
Group One Trading
176
Group One Trading
Illinois
$5.69M +$4.94M +14,679 +782%
JIC
177
Johnson Investment Counsel
Ohio
$5.66M -$31.3K -93 -0.6%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$5.61M -$29.3K -87 -0.5%
CAG
179
Curtis Advisory Group
California
$5.61M +$26.9K +80 +0.5%
FGA
180
Fortis Group Advisors
New Jersey
$5.6M +$5.48M +16,276 New
SAM
181
Summit Asset Management
Tennessee
$5.5M -$51.2K -152 -0.9%
BRWA
182
B. Riley Wealth Advisors
Florida
$5.42M -$1.83M -5,438 -26%
FG
183
Foster Group
Iowa
$5.33M
Brown Advisory
184
Brown Advisory
Maryland
$5.24M -$113K -336 -2%
FHC
185
First Heartland Consultants
Missouri
$5.14M +$1.04M +3,092 +26%
BBNA
186
Bremer Bank National Association
Minnesota
$5.14M +$8.41K +25 +0.2%
ISB
187
Iowa State Bank
Iowa
$5.11M
SC
188
Sykon Capital
New York
$5M +$4.89M +14,542 New
EH
189
Equitable Holdings
New York
$4.96M +$1.37M +4,071 +39%
IPW
190
Intergy Private Wealth
Colorado
$4.84M +$78.1K +232 +2%
BFM
191
Boothbay Fund Management
New York
$4.81M +$4.71M +14,000 New
SFS
192
Sowell Financial Services
Arkansas
$4.76M +$1.41M +4,194 +44%
CL
193
COWA LLC
Oklahoma
$4.71M -$244K -724 -5%
DWMG
194
DB Wealth Management Group
California
$4.7M -$8.08K -24 -0.2%
TIA
195
Traphagen Investment Advisors
New Jersey
$4.68M -$3.82M -11,360 -18%
ANBT
196
American National Bank & Trust
Texas
$4.65M -$58.2K -173 -1%
RA
197
RFG Advisory
Alabama
$4.61M -$276K -821 -6%
PFA
198
Pettinga Financial Advisors
Indiana
$4.6M +$540K +1,604 +14%
MCCP
199
Mission Creek Capital Partners
California
$4.6M +$4.71K +14 +0.1%
ASN
200
Advisory Services Network
Georgia
$4.53M -$75.1K -223 -2%

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.