State Street SPDR Dow Jones REIT ETF
238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.
206% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $435K
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
0.88% more ownership
Funds ownership: 65.84% → 66.72% (+0.88%)
1% more funds holding
Funds holding: 236 → 238 (+2)
5% less capital invested
Capital invested by funds: $888M → $841M (-$47M)
16% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 79
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.85M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.19M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.93M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$4.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
-$8.63M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.33M |
| 3 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$3.95M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.57M |
| 5 |
Morgan Stanley
New York
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFG
251
Oxford Financial Group
Carmel,
Indiana
| – | -$72.4K | -800 | Closed |
|
|
NA
252
Nordwand Advisors
Radnor,
Pennsylvania
| – | -$58.9K | -651 | Closed |
|
253
Citigroup
New York
| – | -$54.7K | -605 | Closed |
|
|
HWA
254
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$54.7K | -605 | Closed |
|
|
CTB
255
Country Trust Bank
Bloomington,
Illinois
| – | -$26.9K | -297 | Closed |
|
|
BWM
256
Baystate Wealth Management
Boston,
Massachusetts
| – | -$25.8K | -285 | Closed |
|
|
SWA
257
SOA Wealth Advisors
New York
| – | -$13K | -144 | Closed |
|
|
RI
258
Ridgewood Investments
Springfield,
New Jersey
| – | -$11.1K | -123 | Closed |
|
|
AWM
259
Aberdeen Wealth Management
Lake Bluff,
Illinois
| – | -$9.5K | -105 | Closed |
|
|
MG
260
Mather Group
Chicago,
Illinois
| – | -$7.05K | -78 | Closed |
|
RWR Hedge Fund Activity: Q3 2023 in Review
238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.
The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.
- 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
- Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
- 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.
Based on aggregated 13F filings for Q3 2023.