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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
226
Bedel Financial Consulting
Indiana
$10K
FP
227
Financial Perspectives
Minnesota
$9.49K
TSW
228
Thompson Siegel & Walmsley
Virginia
$9K
CPFP
229
Clear Perspectives Financial Planning
Ohio
$8K
JCM
230
Jacobi Capital Management
Pennsylvania
$8K
ME
231
McIlrath & Eck
Washington
$8K
EWM
232
EPG Wealth Management
Georgia
$8K +$8.77K +80 New
CIAS
233
Capital Investment Advisory Services
North Carolina
$7K
AF
234
Allworth Financial
California
$6K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$6K
CCM
236
Covington Capital Management
California
$6K +$5.81K +53 New
AIL
237
AGF Investments LLC
Ontario, Canada
$5K -$1.31K -12 -20%
LWM
238
Liberty Wealth Management
California
$5K
ANBT
239
American National Bank & Trust
Texas
$5K +$5.48K +50 New
EW
240
Evoke Wealth
California
$3K
HI
241
Hudock Inc
Pennsylvania
$3K
Kayne Anderson Rudnick Investment Management
242
Kayne Anderson Rudnick Investment Management
California
$3K
RIA
243
RPG Investment Advisory
California
$3K
HIA
244
Harbor Investment Advisory
Maryland
$3K +$3.62K +33 New
CFD
245
Creative Financial Designs
Indiana
$2K -$2.74K -25 -57%
EWM
246
Endurance Wealth Management
Rhode Island
$2K
IF
247
Ironwood Financial
Arizona
$2K
MAM
248
McCarthy Asset Management
California
$2K
RIM
249
Rockbridge Investment Management
New York
$2K
CI
250
CX Institutional
Indiana
$1K

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.