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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.54B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $962K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1.84% more ownership

Funds ownership: 72.39%74.23% (+1.8%)

0% more funds holding

Funds holding: 278279 (+1)

2% less capital invested

Capital invested by funds: $1.57B → $1.54B (-$29.6M)

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
28
Increased
70
Reduced
89
Closed
22
Calls
$1.85M
Puts
$962K
Net Calls
+$892K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bivin & Associates
Oklahoma
$34K
AWM
227
Accel Wealth Management
Iowa
$31K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$30K
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$24K -$14.8K -130 -39%
FPFS
230
First Personal Financial Services
North Carolina
$24K
DSC
231
Duncker Streett & Co
Missouri
$23K -$17.1K -150 -43%
ACA
232
Aptus Capital Advisors
Alabama
$23K
GWANC
233
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K
MPCG
234
Matrix Private Capital Group
New York
$23K
SSB
235
Sandy Spring Bank
Maryland
$21K
SWA
236
SOA Wealth Advisors
New York
$19K
CT
237
Caldwell Trust
Florida
$17.6K
M
238
MOTCO
Texas
$16K
RCM
239
Raleigh Capital Management
North Carolina
$16K +$15K +132 New
LFG
240
Larson Financial Group
Missouri
$14K
NFSG
241
Newbridge Financial Services Group
Florida
$14K
FFA
242
Founders Financial Alliance
North Carolina
$14K +$2.05K +18 +18%
CIAS
243
CFS Investment Advisory Services
New Jersey
$14K +$1.95M +17,155 New
BFEC
244
Benjamin F. Edwards & Company
Missouri
$13K -$3.76K -33 -23%
IF
245
Integrity Financial
Wyoming
$13K
JHCP
246
Jackson Hole Capital Partners
Oklahoma
$13K
APC
247
Aspire Private Capital
North Carolina
$12K -$797 -7 -6%
AWM
248
Aberdeen Wealth Management
Illinois
$12K
BFC
249
Bedel Financial Consulting
Indiana
$12K
AIL
250
AGF Investments LLC
Ontario, Canada
$11K +$5.01K +44 +94%

RWR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2022, worth a combined $1.54B — down 1.9% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWR positions and 22 closed out — a net gain of 6 holders — while 70 added to existing stakes and 89 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $39.9M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $22.6M sold.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2022, up from 278 in Q4 2021.
  • Funds reported $1.54B of State Street SPDR Dow Jones REIT ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2022 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2022 was Millennium Management, an estimated $39.9M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2022 was T. Rowe Price Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2022.