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State Street SPDR Dow Jones REIT ETF

243 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.52% more ownership

Funds ownership: 72.05%74.57% (+2.5%)

9% less funds holding

Funds holding: 268243 (-25)

13% less capital invested

Capital invested by funds: $1.26B → $1.09B (-$169M)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

68% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $455K

Holders
243
Holders Change
-25
Holders Change %
-9.33%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Cresset Asset Management
Illinois
-$550K -5,791 Closed
PWM
252
PRW Wealth Management
Massachusetts
-$466K -4,900 Closed
DWT
253
Dorsey & Whitney Trust
South Dakota
-$247K -2,600 Closed
RWA
254
Redhawk Wealth Advisors
Minnesota
-$237K -2,497 Closed
TI
255
Trexquant Investment
Connecticut
-$221K -2,321 Closed
CTA
256
Chesley Taft & Associates
Illinois
-$220K -2,313 Closed
RPC
257
Rossmore Private Capital
Connecticut
-$220K -2,309 Closed
FPCP
258
Fort Point Capital Partners
California
-$219K -2,307 Closed
ACG
259
Allen Capital Group
Nebraska
-$219K -2,300 Closed
BAAM
260
Baker Avenue Asset Management
California
-$217K -2,280 Closed
BBA
261
BLB&B Advisors
Pennsylvania
-$204K -2,147 Closed
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
-$72K -753 Closed
GFPC
263
Global Financial Private Client
Florida
-$35.8K -370 Closed
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
-$30K -312 Closed
GWANC
265
Guardian Wealth Advisors (North Carolina)
North Carolina
-$24K -248 Closed
CA
266
CoreCap Advisors
Michigan
-$23K -242 Closed
IF
267
Integrity Financial
Wyoming
-$10K -108 Closed
CG
268
Cutler Group
California
-$9.75K -100 Closed
First Manhattan
269
First Manhattan
New York
-$6K -65 Closed
PA
270
Parallel Advisors
California
-$6K -63 Closed
RIM
271
Rockbridge Investment Management
New York
-$4.95K -52 Closed
CP
272
Castleview Partners
Texas
-$2.01K -20 Closed
GI
273
Gradient Investments
Minnesota
-$2K -20 Closed
CWP
274
Concord Wealth Partners
Virginia
-$2K -16 Closed
ZIG
275
Zullo Investment Group
Pennsylvania
+$195 +2 New

RWR Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2022, worth a combined $1.09B — down 13% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWR and 11 opened new positions — a net loss of 23 holders — while 90 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was Northern Trust, cutting an estimated $13.5M.

  • 243 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2022 and 34 closed out, a net change of -23 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2022 was Bank of America, an estimated $13.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2022 was Northern Trust, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.