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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
Morgan Stanley
1
Morgan Stanley
New York
$1.1B -$132M -397,815 -11%
Bank of America
2
Bank of America
North Carolina
$951M +$38M +114,425 +4%
LPL Financial
3
LPL Financial
California
$392M -$6.84M -20,579 -2%
Wells Fargo
4
Wells Fargo
California
$378M -$75.6M -227,652 -17%
UBS Group
5
UBS Group
Switzerland
$296M -$20.7M -62,419 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$292M +$51M +153,383 +21%
Ameriprise
7
Ameriprise
Minnesota
$243M -$23M -69,152 -9%
Goldman Sachs
8
Goldman Sachs
New York
$216M -$16.7M -50,377 -7%
CM
9
Churchill Management
California
$187M -$504K -1,517 -0.3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$183M +$63.2M +190,261 +53%
CS
11
Credit Suisse
Switzerland
$140M -$1.07M -3,227 -0.8%
Wolverine Trading
12
Wolverine Trading
Illinois
$128M +$123M +368,718 +1,756%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$103M +$80.1M +240,929 +343%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$103M -$3.88M -11,673 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$102M -$21.5M -64,771 -17%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$99.5M +$383K +1,152 +0.4%
BMM
17
Berkshire Money Management
Massachusetts
$96.8M -$15.6M -46,865 -14%
Two Sigma Investments
18
Two Sigma Investments
New York
$83.3M -$102M -308,050 -55%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$83.2M
RJA
20
Raymond James & Associates
Florida
$80.4M +$3.64M +10,949 +5%
AFG
21
Arkansas Financial Group
Arkansas
$77.6M -$534K -1,606 -0.7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$75.2M -$51.4M -154,611 -41%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$72.7M -$7.11M -21,390 -9%
Citigroup
24
Citigroup
New York
$68.5M +$22.6K +68 +0%
JP Morgan Chase
25
JP Morgan Chase
New York
$54.2M +$16.1M +48,324 +42%

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.