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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
Morgan Stanley
1
Morgan Stanley
New York
$1.44B +$299M +888,636 +27%
Bank of America
2
Bank of America
North Carolina
$847M -$133M -396,465 -14%
LPL Financial
3
LPL Financial
California
$424M +$18.9M +56,124 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$399M +$95.1M +282,478 +32%
Wells Fargo
5
Wells Fargo
California
$341M -$48.6M -144,358 -13%
UBS Group
6
UBS Group
Switzerland
$275M -$30.7M -91,313 -10%
Wolverine Trading
7
Wolverine Trading
Illinois
$258M +$123M +366,786 +94%
Goldman Sachs
8
Goldman Sachs
New York
$250M +$26.6M +78,978 +12%
Ameriprise
9
Ameriprise
Minnesota
$231M -$19.6M -58,375 -8%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$196M +$6.78M +20,145 +4%
CM
11
Churchill Management
California
$191M -$2.34M -6,948 -1%
CS
12
Credit Suisse
Switzerland
$155M +$10.6M +31,578 +8%
Two Sigma Investments
13
Two Sigma Investments
New York
$151M +$63.9M +189,900 +76%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$129M +$21.1M +62,808 +20%
JP Morgan Chase
15
JP Morgan Chase
New York
$111M +$54.3M +161,318 +99%
Osaic Holdings
16
Osaic Holdings
Arizona
$109M +$4.25M +12,640 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$105M -$1.27M -3,774 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$99.4M -$3.37M -10,022 -3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.4M +$92.4M +274,578 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$86M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$84.1M -$6.09M -18,091 -7%
Jane Street
22
Jane Street
New York
$82.9M +$39.9M +118,440 +97%
AFG
23
Arkansas Financial Group
Arkansas
$79.6M -$540K -1,605 -0.7%
RJA
24
Raymond James & Associates
Florida
$78M -$5.03M -14,960 -6%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$71.7M -$3.39M -10,058 -5%

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.