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State Street SPDR Dow Jones Industrial Average ETF Trust

999 hedge funds and large institutions have $8.69B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 357 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 82

1.7% less ownership

Funds ownership: 32.57%30.87% (-1.7%)

2% less funds holding

Funds holding: 1,022999 (-23)

16% less funds holding in top 10

Funds holding in top 10: 6857 (-11)

17% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 357

26% less call options, than puts

Call options by funds: $4.75B | Put options by funds: $6.38B

48% less capital invested

Capital invested by funds: $16.9B → $8.69B (-$8.16B)

Holders
999
Holders Change
-23
Holders Change %
-2.25%
% of All Funds
15.92%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
0.91%
New
82
Increased
296
Reduced
357
Closed
82
Calls
$4.75B
Puts
$6.38B
Net Calls
-$1.63B
Net Calls Change
+$801M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Mutual Advisors
Nebraska
$3.94M +$411K +1,238 +12%
PFA
202
Pettinga Financial Advisors
Indiana
$3.91M -$81.4K -245 -2%
BRG
203
Bay Rivers Group
Virginia
$3.91M +$23.6K +71 +0.6%
LTL
204
Lowery Thomas LLC
California
$3.83M -$40.2K -121 -1%
FRA
205
Frank Rimerman Advisors
California
$3.81M +$341K +1,027 +10%
GCP
206
GSA Capital Partners
United Kingdom
$3.79M +$3.79M +11,403 New
TCM
207
Tufton Capital Management
Maryland
$3.77M -$508K -1,530 -12%
SFG
208
SNS Financial Group
Minnesota
$3.77M -$87.4K -263 -2%
EE
209
EWG Elevate
California
$3.66M +$2.4M +7,212 +190%
PCA
210
Prosperity Capital Advisors
Ohio
$3.62M +$3.62M +10,884 New
WC
211
Waterloo Capital
Texas
$3.52M +$3.52M +10,585 New
TFS
212
Thoroughbred Financial Services
Tennessee
$3.5M +$30.6K +92 +0.9%
AF
213
AtlasMark Financial
Texas
$3.46M +$3.46M +10,400 New
EH
214
Equitable Holdings
New York
$3.45M -$2.25M -6,780 -40%
NCM
215
Narwhal Capital Management
Georgia
$3.41M +$361K +1,085 +12%
MS
216
Maven Securities
Jersey
$3.39M +$3.39M +10,191 New
WEPOG
217
Wealth Enhancement & Preservation of GA
Georgia
$3.36M +$318K +956 +10%
LCM
218
Linker Capital Management
Kentucky
$3.32M
SAS
219
Stelac Advisory Services
New York
$3.3M
MGIA
220
Moneta Group Investment Advisors
Missouri
$3.3M +$99.3K +299 +3%
OCBCO
221
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.28M
SFS
222
Sowell Financial Services
Arkansas
$3.2M +$3.2M +9,630 New
SCM
223
Schnieders Capital Management
California
$3.19M -$68.1K -205 -2%
ACM
224
AlphaStar Capital Management
North Carolina
$3.18M +$882K +2,654 +41%
BJL
225
Brighton Jones LLC
Washington
$3.17M +$58.1K +175 +2%

DIA Hedge Fund Activity: Q1 2023 in Review

999 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q1 2023, worth a combined $8.69B — down 48% from $16.9B a quarter earlier.

Fund positioning in DIA was balanced in Q1 2023: 82 funds opened new positions, 82 closed out, 296 added to existing stakes and 357 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $123M. The largest seller was Nissay Asset Management, exiting entirely with an estimated $189M sold.

  • 999 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q1 2023, down from 1,022 in Q4 2022.
  • Funds reported $8.69B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q1 2023, down 48% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q1 2023 and 82 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q1 2023 was Wolverine Trading, an estimated $123M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q1 2023 was Nissay Asset Management, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.