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State Street SPDR Dow Jones REIT ETF

255 hedge funds and large institutions have $1.12B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 243255 (+12)

3% more capital invested

Capital invested by funds: $1.09B → $1.12B (+$33.7M)

0.8% more ownership

Funds ownership: 74.57%75.37% (+0.8%)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

95% less call options, than puts

Call options by funds: $35K | Put options by funds: $674K

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
63
Reduced
74
Closed
22
Calls
$35K
Puts
$674K
Net Calls
-$639K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
251
Faithward Advisors
Pennsylvania
$959
ACA
252
Aptus Capital Advisors
Alabama
$697 -$1.14K -13 -62%
Citigroup
253
Citigroup
New York
$436 -$263 -3 -38%
ZIG
254
Zullo Investment Group
Pennsylvania
$174
CMP
255
Coston McIsaac & Partners
Maine
$70
KFS
256
Kelly Financial Services
Massachusetts
$4
Citadel Advisors
257
Citadel Advisors
Florida
-$2.73M -31,210 Closed
Jane Street
258
Jane Street
New York
-$2.57M -30,465 Closed
DWMG
259
DB Wealth Management Group
California
-$2.35M -27,852 Closed
HF
260
HRT Financial
New York
-$1.97M -23,426 Closed
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
-$1.86M -21,210 Closed
MWM
262
Merriman Wealth Management
Washington
-$1.05M -12,470 Closed
AA
263
Alesco Advisors
New York
-$822K -9,750 Closed
Walleye Capital
264
Walleye Capital
New York
-$586K -6,952 Closed
Marshall Wace
265
Marshall Wace
United Kingdom
-$581K -6,891 Closed
VWM
266
Venturi Wealth Management
Texas
-$362K -4,300 Closed
SS
267
Simplicity Solutions
Minnesota
-$350K -4,150 Closed
MA
268
Mutual Advisors
Nebraska
-$327K -3,882 Closed
NCG
269
Newport Capital Group
New Jersey
-$283K -3,211 Closed
REMPR
270
Roof Eidam Maycock Peralta (REMP)
California
-$257K -3,050 Closed
MA
271
MUFG Americas
New York
-$104K -1,235 Closed
OIA
272
Optimum Investment Advisors
Illinois
-$25K -300 Closed
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
-$8.23K -94 -97%
ANBT
274
American National Bank & Trust
Texas
-$4K -50 Closed
BWL
275
Bogart Wealth LLC
Virginia
-$4K -42 Closed

RWR Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2022, worth a combined $1.12B — up 3.1% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RWR positions and 22 closed out — a net gain of 17 holders — while 63 added to existing stakes and 74 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.2M. The largest seller was Morgan Stanley, cutting an estimated $23M.

  • 255 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2022, up from 243 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR Dow Jones REIT ETF stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2022 and 22 closed out, a net change of +17 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2022 was Northern Trust, an estimated $31.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2022 was Morgan Stanley, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2022.