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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
VVP
201
Venture Visionary Partners
Ohio
$4.52M +$1.68K +5 +0%
TI
202
Truepoint Inc
Ohio
$4.51M +$337 +1 +0%
GWM
203
Greenwich Wealth Management
Connecticut
$4.48M -$212K -629 -5%
NL
204
NWAM LLC
Washington
$4.42M +$1.67M +4,975 +63%
AMG
205
Advisors Management Group
Wisconsin
$4.32M +$4.23M +12,555 New
IA
206
IFG Advisors
Missouri
$4.3M +$21.9K +65 +0.5%
PCA
207
Prosperity Capital Advisors
Ohio
$4.29M +$532K +1,582 +15%
IFG
208
Independent Financial Group
California
$4.28M -$59.2K -176 -1%
MA
209
Montag & Associates
Georgia
$4.27M -$37K -110 -0.9%
MMA
210
Miracle Mile Advisors
California
$4.25M -$435K -1,292 -9%
FRA
211
Frank Rimerman Advisors
California
$4.18M +$232K +689 +6%
BRG
212
Bay Rivers Group
Virginia
$4.12M +$74.7K +222 +2%
TIM
213
Tortoise Investment Management
New York
$4.08M -$7.74K -23 -0.2%
AWS
214
AJ Wealth Strategies
New York
$4.07M -$5.05K -15 -0.1%
MA
215
Mutual Advisors
Nebraska
$3.98M -$92.2K -274 -2%
JWCA
216
J.W. Cole Advisors
Florida
$3.97M -$480K -1,425 -11%
HI
217
Harbour Investments
Wisconsin
$3.92M -$248K -738 -6%
TCM
218
Tufton Capital Management
Maryland
$3.9M
LTL
219
Lowery Thomas LLC
California
$3.87M -$85.5K -254 -2%
Neuberger Berman Group
220
Neuberger Berman Group
New York
$3.85M +$1.31M +3,905 +54%
WEPOG
221
Wealth Enhancement & Preservation of GA
Georgia
$3.81M +$329K +978 +10%
NCM
222
Narwhal Capital Management
Georgia
$3.81M +$278K +825 +8%
BAM
223
Belpointe Asset Management
Nevada
$3.79M +$3.02M +8,988 +441%
CWA
224
Clarity Wealth Advisors
California
$3.72M +$652K +1,937 +22%
ZIMP
225
Zimmermann Investment Management & Planning
Pennsylvania
$3.68M +$955K +2,837 +36%

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.