We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
251
Evoke Wealth
California
$3K
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$3K
KFS
253
Kelly Financial Services
Massachusetts
$2.24K +$2.54K +24 New
CP
254
Castleview Partners
Texas
$2.01K +$2.12K +20 New
HI
255
Hudock Inc
Pennsylvania
$2K -$212 -2 -6%
EWM
256
Endurance Wealth Management
Rhode Island
$2K
HR
257
Howe & Rusling
New York
$2K
IRC
258
Investors Research Corp
Georgia
$2K +$741 +7 +44%
CWP
259
Concord Wealth Partners
Virginia
$2K +$1.69K +16 New
GI
260
Gradient Investments
Minnesota
$2K +$2.12K +20 New
MCM
261
McMillion Capital Management
North Carolina
$2K +$2.22K +21 New
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$1.52K +$92.1K +871 +6%
FA
263
Faithward Advisors
Pennsylvania
$1K
LPWM
264
Lake Point Wealth Management
Texas
$1K
MCM
265
MV Capital Management
Maryland
$1K
RG
266
Retirement Group
California
$1K
CAI
267
Capital Advisors Inc
Oklahoma
-$15.2M -129,241 Closed
ODFS
268
O'Donnell Financial Services
California
-$10.5M -89,329 Closed
N
269
Natixis
France
-$7.94M -67,676 Closed
AIA
270
Arrow Investment Advisors
Maryland
-$5.4M -46,043 Closed
DWA
271
Dorsey Wright & Associates
California
-$3.17M -26,975 Closed
CIAS
272
CFS Investment Advisory Services
New Jersey
-$14K -17,155 Closed
ARC
273
Advisor Resource Council
Texas
-$979K -8,345 Closed
Comerica Bank
274
Comerica Bank
Texas
-$539K -4,441 Closed
FFN
275
Focus Financial Network
Minnesota
-$466K -3,971 Closed

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.