State Street SPDR Dow Jones REIT ETF
236 hedge funds and large institutions have $888M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 91 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $733K
4% less funds holding
Funds holding: 245 → 236 (-9)
5.03% less ownership
Funds ownership: 70.87% → 65.84% (-5%)
14% less capital invested
Capital invested by funds: $1.03B → $888M (-$143M)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
34% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$32.2M |
| 2 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
+$8.42M |
| 3 |
BlackRock
New York
|
+$2.56M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$880K |
| 5 |
EH
Equitable Holdings
New York
|
+$783K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$58.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$58.7M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$21.4M |
| 4 |
Millennium Management
New York
|
-$16.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$12.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Rockefeller Capital Management
New York
| – | -$219K | -2,482 | Closed |
|
|
VWM
252
Venturi Wealth Management
Austin,
Texas
| – | -$169K | -1,900 | Closed |
|
|
LWCFA
253
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$144K | -1,618 | Closed |
|
|
BA
254
Bellwether Advisors
Lincoln,
Nebraska
| – | -$100K | -1,131 | Closed |
|
|
BAM
255
Belpointe Asset Management
Reno,
Nevada
| – | -$89.4K | -1,007 | Closed |
|
|
NHT
256
New Hampshire Trust
Concord,
New Hampshire
| – | -$66.8K | -752 | Closed |
|
|
ASN
257
Advisory Services Network
Atlanta,
Georgia
| – | -$32.6K | -367 | Closed |
|
|
AWM
258
Accel Wealth Management
Waverly,
Iowa
| – | -$22.7K | -256 | Closed |
|
259
Bessemer Group
Woodbridge,
New Jersey
| – | -$9K | -100 | Closed |
|
|
IAIM
260
International Assets Investment Management
Orlando,
Florida
| – | -$2.58K | -29 | Closed |
|
|
CAL
261
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$2K | -24 | Closed |
|
RWR Hedge Fund Activity: Q2 2023 in Review
236 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2023, worth a combined $888M — down 14% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of RWR and 17 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 60 added.
The largest buyer was Charles Schwab, adding an estimated $32.2M. The largest seller was PNC Financial Services Group, cutting an estimated $58.8M.
- 236 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2023, down from 245 in Q1 2023.
- Funds reported $888M of State Street SPDR Dow Jones REIT ETF stock for Q2 2023, down 14% quarter-over-quarter.
- 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2023 and 25 closed out, a net change of -8 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2023 was Charles Schwab, an estimated $32.2M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2023 was PNC Financial Services Group, an estimated $58.8M sold.
Based on aggregated 13F filings for Q2 2023.