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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
251
Global Trust Asset Management
Florida
$1K
LPWM
252
Lake Point Wealth Management
Texas
$1K
MCM
253
MV Capital Management
Maryland
$1K
PA
254
Parallel Advisors
California
$1K
RG
255
Retirement Group
California
$1K
FA
256
Faithward Advisors
Pennsylvania
$1K +$1.21K +11 New
Millennium Management
257
Millennium Management
New York
-$22.9M -217,961 Closed
Jane Street
258
Jane Street
New York
-$2.29M -21,842 Closed
TEE
259
Tibra Equities Europe
United Kingdom
-$1.32M -12,605 Closed
RIG
260
RiverFront Investment Group
Virginia
-$1.17M -11,192 Closed
Marshall Wace
261
Marshall Wace
United Kingdom
-$401K -3,825 Closed
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$141K -1,344 Closed
FMTCOCP
263
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$105K -1,000 Closed
AIM
264
Axiom Investment Management
New York
-$104K -990 Closed
SB
265
Strategic Blueprint
Georgia
-$55K -526 Closed
ASN
266
Advisory Services Network
Georgia
-$31K -300 Closed
ADL
267
Asset Dedication LLC
California
-$29K -279 Closed
SCA
268
Stonebridge Capital Advisors
Minnesota
-$19K -200 Closed
RDWM
269
Red Door Wealth Management
Tennessee
-$2K -22 Closed
GI
270
Gradient Investments
Minnesota
-$1K -8 Closed

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.