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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.01B invested in State Street SPDR Dow Jones REIT ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.26% less ownership

Funds ownership: 73.4%69.14% (-4.3%)

5% less capital invested

Capital invested by funds: $1.06B → $1.01B (-$55.8M)

8% less funds holding

Funds holding: 268247 (-21)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

42% less call options, than puts

Call options by funds: $848K | Put options by funds: $1.45M

54% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 37

Holders
247
Holders Change
-21
Holders Change %
-7.84%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
70
Reduced
84
Closed
37
Calls
$848K
Puts
$1.45M
Net Calls
-$603K
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
226
Kelly Financial Services
Massachusetts
$6.01K -$5.3K -57 -47%
PFBT
227
Parkside Financial Bank & Trust
Missouri
$5.66K
RFG
228
REAP Financial Group
Texas
$5.33K -$13.9K -149 -72%
APC
229
Aspire Private Capital
North Carolina
$3.86K -$11.7K -126 -75%
RLIM
230
Red Lighthouse Investment Management
New York
$3.86K
IRC
231
Investors Research Corp
Georgia
$3.68K
HIA
232
Harbor Investment Advisory
Maryland
$3.02K
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$2.92K
MCM
234
Manchester Capital Management
Vermont
$2.83K -$465 -5 -14%
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$2.83K +$2.79K +30 New
SPIA
236
Steward Partners Investment Advisory
New York
$2.17K -$20.6K -221 -91%
PA
237
Parallel Advisors
California
$2.17K
CP
238
Castleview Partners
Texas
$2.07K +$1.3K +14 +175%
CAL
239
Capital Advisors Ltd
Ohio
$2K -$31.2K -335 -95%
RTL
240
Red Tortoise LLC
Georgia
$1.74K +$93 +1 +6%
SL
241
Salomon & Ludwin
Virginia
$1.6K
CFD
242
Creative Financial Designs
Indiana
$1.51K
RG
243
Retirement Group
California
$1.32K
FFA
244
Frazier Financial Advisors
Ohio
$588 -$1.02K -11 -65%
SAM
245
Smartleaf Asset Management
Massachusetts
$280
DFA
246
DHJJ Financial Advisors
Illinois
$189
GWANC
247
Guardian Wealth Advisors (North Carolina)
North Carolina
$189
N
248
Natixis
France
$94
HF
249
HRT Financial
New York
-$2.07M -21,719 Closed
FTUS
250
Flow Traders U.S.
New York
-$1.98M -20,766 Closed

RWR Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2024, worth a combined $1.01B — down 5.2% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of RWR and 17 opened new positions — a net loss of 20 holders — while 84 trimmed existing stakes and 70 added.

The largest buyer was Millennium Management, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $90.7M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2024, down from 268 in Q4 2023.
  • Funds reported $1.01B of State Street SPDR Dow Jones REIT ETF stock for Q1 2024, down 5.2% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2024 and 37 closed out, a net change of -20 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2024 was Millennium Management, an estimated $32.8M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2024 was Morgan Stanley, an estimated $90.7M sold.

Based on aggregated 13F filings for Q1 2024.