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State Street SPDR Dow Jones REIT ETF

243 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.52% more ownership

Funds ownership: 72.05%74.57% (+2.5%)

9% less funds holding

Funds holding: 268243 (-25)

13% less capital invested

Capital invested by funds: $1.26B → $1.09B (-$169M)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

68% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $455K

Holders
243
Holders Change
-25
Holders Change %
-9.33%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$4K -$7.31K -75 -64%
AF
227
Allworth Financial
California
$4K -$6.24K -64 -55%
ANBT
228
American National Bank & Trust
Texas
$4K
CCM
229
Covington Capital Management
California
$4K
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$3K
NFSG
231
Newbridge Financial Services Group
Florida
$3K
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$3K
ACA
233
Aptus Capital Advisors
Alabama
$2K -$22.1K -227 -92%
EWM
234
Endurance Wealth Management
Rhode Island
$2K
EW
235
Evoke Wealth
California
$2K
HR
236
Howe & Rusling
New York
$2K
HI
237
Hudock Inc
Pennsylvania
$2K
MCM
238
McMillion Capital Management
North Carolina
$2K
IRC
239
Investors Research Corp
Georgia
$2K +$195 +2 +9%
Citigroup
240
Citigroup
New York
$1K -$150K -1,537 -99%
APC
241
Aspire Private Capital
North Carolina
$1K -$13.6K -139 -90%
FA
242
Faithward Advisors
Pennsylvania
$1K
MCM
243
MV Capital Management
Maryland
$1K
RG
244
Retirement Group
California
$1K
KFS
245
Kelly Financial Services
Massachusetts
$3 -$2.34K -24 Closed
OMC
246
Old Mission Capital
Illinois
-$4.83M -50,796 Closed
FTUS
247
Flow Traders U.S.
New York
-$1.74M -18,329 Closed
NA
248
NewEdge Advisors
Louisiana
-$1.4M -14,724 Closed
HT
249
HAP Trading
New York
-$1.17M -12,294 Closed
CAWM
250
Capital Advisors Wealth Management
Washington
-$874K -9,187 Closed

RWR Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2022, worth a combined $1.09B — down 13% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWR and 11 opened new positions — a net loss of 23 holders — while 90 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was Northern Trust, cutting an estimated $13.5M.

  • 243 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2022 and 34 closed out, a net change of -23 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2022 was Bank of America, an estimated $13.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2022 was Northern Trust, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.