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State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
251
Capital Investment Advisory Services
North Carolina
$7K -$1.04K -9 -13%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$7K
CWS
253
Confluence Wealth Services
Pennsylvania
$7K +$7.03K +61 New
AIL
254
AGF Investments LLC
Ontario, Canada
$6K
AF
255
Allworth Financial
California
$6K
ANBT
256
American National Bank & Trust
Texas
$6K
CCM
257
Covington Capital Management
California
$6K
EW
258
Evoke Wealth
California
$4K
Kayne Anderson Rudnick Investment Management
259
Kayne Anderson Rudnick Investment Management
California
$4K
FAG
260
Fortitude Advisory Group
Washington
$4K +$4.03K +35 New
EWM
261
Endurance Wealth Management
Rhode Island
$3K
HI
262
Hudock Inc
Pennsylvania
$3K
MAM
263
McCarthy Asset Management
California
$3K
EWM
264
Evermay Wealth Management
Virginia
$3K +$2.53K +22 New
DHGWA
265
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$2.65K +23 New
RG
266
Retirement Group
California
$2K
HR
267
Howe & Rusling
New York
$2K +$2.3K +20 New
FA
268
Faithward Advisors
Pennsylvania
$1K
LPWM
269
Lake Point Wealth Management
Texas
$1K
MCM
270
MV Capital Management
Maryland
$1K
PA
271
Parallel Advisors
California
$1K
IRC
272
Investors Research Corp
Georgia
$1K +$691 +6 New
MCA
273
Maryland Capital Advisors
Maryland
$1K +$691 +6 New
RPCONE
274
Retirement Planning Company of New England
Rhode Island
$1K +$1.04K +9 New
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$1K +$1.27K +11 New

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.