We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
226
Duncker Streett & Co
Missouri
$36K +$36.2K +350 New
OPS
227
Orion Portfolio Solutions
Nebraska
$33K +$33.6K +325 New
CAL
228
Capital Analysts LLC
Pennsylvania
$32K +$32.1K +310 New
FHA
229
Flagship Harbor Advisors
Massachusetts
$31K +$207 +2 +0.7%
CTB
230
Country Trust Bank
Illinois
$30K
ASN
231
Advisory Services Network
Georgia
$30K +$207 +2 +0.7%
AIC
232
Ameritas Investment Company
Nebraska
$29K
LFG
233
LifePlan Financial Group
Ohio
$28K
JIR
234
James Investment Research
Ohio
$27K
IFWM
235
Institute for Wealth Management
Colorado
$25K +$25.5K +246 New
MAWCM
236
Mine & Arao Wealth Creation & Management
California
$25K +$25.5K +246 New
AIS
237
Accurate Investment Solutions
Pennsylvania
$22K +$16.7K +161 +288%
FPFS
238
First Personal Financial Services
North Carolina
$21K +$20.9K +202 New
VCP
239
Verus Capital Partners
Arizona
$21K +$21K +203 New
TCOV
240
Trust Company of Vermont
Vermont
$19K
M
241
MOTCO
Texas
$14K
SF
242
Synovus Financial
Georgia
$14K +$103 +1 +0.7%
WQ
243
Wealth Quarterback
New Jersey
$14K +$1.32M +12,778 New
JHCP
244
Jackson Hole Capital Partners
Oklahoma
$12K
LAS
245
Lloyd Advisory Services
Georgia
$12K +$11.6K +112 New
LFG
246
Larson Financial Group
Missouri
$11K +$103 +1 +0.9%
AWM
247
Aberdeen Wealth Management
Illinois
$11K +$10.9K +105 New
SCA
248
Stonebridge Capital Advisors
Minnesota
$10K -$31K -300 -75%
BFC
249
Bedel Financial Consulting
Indiana
$10K +$4.76K +46 +87%
FP
250
Financial Perspectives
Minnesota
$9.18K +$9.31K +90 New

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.