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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
276
Retirement Group
California
$1K +$1.45K +14 New
RMAM
277
Raab & Moskowitz Asset Management
New Jersey
$1K +$1.97K +19 New
PGAM
278
Princeton Global Asset Management
New Jersey
$907 +$921K +8,895 New
CAI
279
Capital Advisors Inc
Oklahoma
-$12.7M -128,044 Closed
M&T Bank
280
M&T Bank
New York
-$7.94M -75,962 Closed
BCM
281
Brookstone Capital Management
Illinois
-$4.41M -42,208 Closed
JCM
282
Jacobsen Capital Management
Utah
-$3.31M -31,677 Closed
TF
283
Trek Financial
Arizona
-$969K -9,809 Closed
VF
284
Virtu Financial
New York
-$620K -5,926 Closed
GMA
285
Goldstein Munger & Associates
California
-$307K -2,934 Closed
BRWM
286
B. Riley Wealth Management
Tennessee
-$277K -2,648 Closed
DIM
287
Delta Investment Management
California
-$258K -2,476 Closed
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
-$207K -1,985 Closed
FG
289
Fiduciary Group
Georgia
-$205K -1,960 Closed
CTA
290
Chesley Taft & Associates
Illinois
-$204K -1,950 Closed
AIM
291
Axiom Investment Management
New York
-$104K -990 Closed
NIC
292
Northwest Investment Counselors
Oregon
-$88K -846 Closed
TW
293
Towerpoint Wealth
California
-$60K -569 Closed
TC
294
Truvestments Capital
Florida
-$54K -539 Closed
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
-$33K -312 Closed
MRCM
296
M&R Capital Management
New Jersey
-$31K -300 Closed
Simplex Trading
297
Simplex Trading
Illinois
-$31K -300 Closed
SB
298
Strategic Blueprint
Georgia
-$30K -287 Closed
SIM
299
Sonora Investment Management
Arizona
-$27K -260 Closed
UBS AM
300
UBS AM
Illinois
-$23.5K -225 Closed

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.