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State Street SPDR Dow Jones REIT ETF

238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $435K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

0.88% more ownership

Funds ownership: 65.84%66.72% (+0.88%)

1% more funds holding

Funds holding: 236238 (+2)

5% less capital invested

Capital invested by funds: $888M → $841M (-$47M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$3.04K +$90 +1 +3%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.34K +26 +217%
IRC
228
Investors Research Corp
Georgia
$2.74K +$719 +8 +32%
HIA
229
Harbor Investment Advisory
Maryland
$2.65K
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$2.49K
PA
231
Parallel Advisors
California
$1.91K
HGERS
232
Householder Group Estate & Retirement Specialist
Arizona
$1.91K +$2.07K +23 New
SL
233
Salomon & Ludwin
Virginia
$1.41K +$1.53K +17 New
CFD
234
Creative Financial Designs
Indiana
$1.33K +$1.44K +16 New
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$1.16K
RG
236
Retirement Group
California
$1.16K
CP
237
Castleview Partners
Texas
$747
DFA
238
DHJJ Financial Advisors
Illinois
$166 +$180 +2 New
LIA
239
Luken Investment Analytics
Tennessee
-$8.63M -95,400 Closed
NAM
240
NorthCrest Asset Manangement
Minnesota
-$3.95M -43,622 Closed
V
241
Veritable
Delaware
-$2.18M -24,146 Closed
FAIM
242
Financial Advocates Investment Management
Washington
-$577K -6,384 Closed
EIA
243
Eldridge Investment Advisors
New Hampshire
-$452K -5,000 Closed
ACP
244
Aveo Capital Partners
Colorado
-$271K -3,001 Closed
APW
245
Austin Private Wealth
Texas
-$227K -2,514 Closed
AG
246
Ascent Group
Virginia
-$217K -2,380 Closed
RPC
247
Rossmore Private Capital
Connecticut
-$208K -2,300 Closed
RWA
248
Redhawk Wealth Advisors
Minnesota
-$204K -2,252 Closed
NCG
249
Newport Capital Group
New Jersey
-$202K -2,230 Closed
BA
250
Bristlecone Advisors
Washington
-$159K -1,762 Closed

RWR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.

  • 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
  • Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2023.