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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$20K
SPIA
227
Steward Partners Investment Advisory
New York
$18K
AIL
228
AGF Investments LLC
Ontario, Canada
$17K +$16.7K +164 New
SF
229
Synovus Financial
Georgia
$16K +$3.57K +35 +32%
M
230
MOTCO
Texas
$14K
JHCP
231
Jackson Hole Capital Partners
Oklahoma
$12K
LFG
232
Larson Financial Group
Missouri
$11K +$102 +1 +0.9%
TSW
233
Thompson Siegel & Walmsley
Virginia
$9K
GAM
234
Gemmer Asset Management
California
$9K +$102 +1 +1%
JCM
235
Jacobi Capital Management
Pennsylvania
$8K
ME
236
McIlrath & Eck
Washington
$8K
TFO
237
Tarbox Family Office
California
$8K +$8.15K +80 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$7K
CAC
239
Certified Advisory Corp
Florida
$7K
1NWS
240
1 North Wealth Services
Maryland
$7K +$6.73K +66 New
AIS
241
Accurate Investment Solutions
Pennsylvania
$6K -$2.65K -26 -32%
AF
242
Allworth Financial
California
$6K
BFC
243
Bedel Financial Consulting
Indiana
$6K
PFBT
244
Parkside Financial Bank & Trust
Missouri
$6K
EW
245
Evoke Wealth
California
$3.03K +$2.96K +29 New
SFS
246
Sowell Financial Services
Arkansas
$3K +$3.06K +30 New
MCM
247
McMillion Capital Management
North Carolina
$2K
GWMIA
248
Global Wealth Management Investment Advisory
Florida
$1K -$4.38K -43 -78%
CIAS
249
Capital Investment Advisory Services
North Carolina
$1K
EWM
250
Endurance Wealth Management
Rhode Island
$1K

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.