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State Street SPDR Dow Jones Industrial Average ETF Trust

1,136 hedge funds and large institutions have $13.8B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 339 increasing their positions, 344 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 56

61% more capital invested

Capital invested by funds: $8.55B → $13.8B (+$5.21B)

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

12.63% more ownership

Funds ownership: 30.46%43.09% (+13%)

11% more funds holding

Funds holding: 1,0261,136 (+110)

1% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 344

26% less call options, than puts

Call options by funds: $5.09B | Put options by funds: $6.9B

Holders
1,136
Holders Change
+110
Holders Change %
+10.72%
% of All Funds
16.56%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
178
Increased
339
Reduced
344
Closed
56
Calls
$5.09B
Puts
$6.9B
Net Calls
-$1.81B
Net Calls Change
-$1.69B
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.73B +$2.35B +6,716,781 +212%
Bank of America
2
Bank of America
North Carolina
$782M -$141M -402,374 -16%
Goldman Sachs
3
Goldman Sachs
New York
$579M +$411M +1,175,665 +325%
LPL Financial
4
LPL Financial
California
$493M +$26.6M +76,186 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$481M +$174M +496,509 +64%
Wells Fargo
6
Wells Fargo
California
$463M +$855K +2,448 +0.2%
Jane Street
7
Jane Street
New York
$364M +$325M +931,237 +2,744%
UBS Group
8
UBS Group
Switzerland
$313M -$39.5M -113,124 -12%
Millennium Management
9
Millennium Management
New York
$306M +$488M +1,396,011 +1,163%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$253M +$49.2M +140,658 +27%
Ameriprise
11
Ameriprise
Minnesota
$246M -$11.2M -32,159 -5%
CM
12
Churchill Management
California
$203M -$4.72M -13,498 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$161M +$68.6M +196,261 +85%
CS
14
Credit Suisse
Switzerland
$159M -$12.5M -35,658 -8%
IMC Chicago
15
IMC Chicago
Illinois
$154M +$143M +408,197 New
FTUS
16
Flow Traders U.S.
New York
$147M +$136M +389,137 New
GS
17
GTS Securities
New York
$124M +$88.4M +252,860 +330%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$116M -$1.74M -4,974 -2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$110M -$978K -2,799 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$108M -$32.5M -93,107 -25%
Barclays
21
Barclays
United Kingdom
$96.9M +$84.9M +242,849 +1,708%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$94.5M +$34.8M +99,604 +66%
Citadel Advisors
23
Citadel Advisors
Florida
$92.5M +$84.9M +242,883 +9,845%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$90.9M -$1.77M -5,060 -2%
AFG
25
Arkansas Financial Group
Arkansas
$87.6M +$94K +269 +0.1%

DIA Hedge Fund Activity: Q4 2023 in Review

1,136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2023, worth a combined $13.8B — up 61% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new DIA positions and 56 closed out — a net gain of 122 holders — while 339 added to existing stakes and 344 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.35B. The largest seller was Bank of America, cutting an estimated $141M.

  • 1,136 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2023, up from 1,026 in Q3 2023.
  • Funds reported $13.8B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2023, up 61% quarter-over-quarter.
  • 178 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2023 and 56 closed out, a net change of +122 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2023 was Morgan Stanley, an estimated $2.35B added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2023 was Bank of America, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2023.