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State Street SPDR Dow Jones REIT ETF

219 hedge funds and large institutions have $1.07B invested in State Street SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $744K | Put options by funds: $662K

5.49% less ownership

Funds ownership: 76.7%71.21% (-5.5%)

22% less funds holding

Funds holding: 279219 (-60)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less capital invested

Capital invested by funds: $1.98B → $1.07B (-$907M)

48% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 97

77% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 70

Holders
219
Holders Change
-60
Holders Change %
-21.51%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
50
Reduced
97
Closed
70
Calls
$744K
Puts
$662K
Net Calls
+$82K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
251
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$278K -2,729 Closed
WIC
252
Whitegate Investment Counselors
New Hampshire
-$275K -2,700 Closed
HPC
253
Hobart Private Capital
North Carolina
-$269K -2,634 Closed
CW
254
CreativeOne Wealth
Kansas
-$268K -2,620 Closed
MSAM
255
Moloney Securities Asset Management
Missouri
-$267K -2,614 Closed
EWA
256
EP Wealth Advisors
California
-$260K -2,553 Closed
BAAM
257
Baker Avenue Asset Management
California
-$256K -2,516 Closed
PAMU
258
Pictet Asset Management (UK)
United Kingdom
-$245K -2,400 Closed
BAM
259
Belpointe Asset Management
Nevada
-$244K -2,393 Closed
MWP
260
MYCIO Wealth Partners
Pennsylvania
-$233K -2,279 Closed
CC
261
Courier Capital
New York
-$224K -2,233 Closed
LSA
262
L & S Advisors
California
-$223K -2,187 Closed
SDAM
263
Shulman DeMeo Asset Management
New York
-$223K -2,186 Closed
ECG
264
Edge Capital Group
Georgia
-$222K -2,172 Closed
IAA
265
Independent Advisor Alliance
North Carolina
-$217K -2,122 Closed
3AM
266
3D Asset Management
Connecticut
-$216K -2,118 Closed
PA
267
PFG Advisors
Arizona
-$212K -2,106 Closed
BS
268
Boenning & Scattergood
Pennsylvania
-$209K -2,050 Closed
KFC
269
Klingenstein Fields & Co
New York
-$206K -2,015 Closed
TPA
270
Trivium Point Advisory
Connecticut
-$204K -2,003 Closed
FWM
271
Foresight Wealth Management
Utah
-$202K -1,979 Closed
NFG
272
Next Financial Group
Texas
-$180K -1,767 Closed
MCWS
273
McKinley Carter Wealth Services
West Virginia
-$99K -974 Closed
DY
274
Dowling & Yahnke
California
-$91K -889 Closed
S
275
SignatureFD
Georgia
-$85K -829 Closed

RWR Hedge Fund Activity: Q1 2020 in Review

219 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2020, worth a combined $1.07B — down 46% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of RWR and 16 opened new positions — a net loss of 54 holders — while 97 trimmed existing stakes and 50 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $105M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $183M sold.

  • 219 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2020, down from 279 in Q4 2019.
  • Funds reported $1.07B of State Street SPDR Dow Jones REIT ETF stock for Q1 2020, down 46% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2020 and 70 closed out, a net change of -54 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2020 was Charles Schwab, an estimated $105M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2020.