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State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Liberty Wealth Management
California
$232 +$214K +1,855 +3,637%
SFCL
277
Strengthening Families & Communities LLC
Massachusetts
$179 +$169K +1,467 New
OMC
278
Old Mission Capital
Illinois
-$7.98M -75,701 Closed
Barclays
279
Barclays
United Kingdom
-$2.2M -20,896 Closed
PFS
280
Prospera Financial Services
Texas
-$1.58M -14,969 Closed
FHC
281
First Heartland Consultants
Missouri
-$917K -8,700 Closed
KIG
282
Kessler Investment Group
Indiana
-$563K -5,338 Closed
NB
283
Northwest Bancshares
Pennsylvania
-$421K -3,995 Closed
SPC
284
Sigma Planning Corp
Michigan
-$328K -3,114 Closed
SBH
285
Segall Bryant & Hamill
Illinois
-$314K -2,973 Closed
MSAM
286
Moloney Securities Asset Management
Missouri
-$271K -2,569 Closed
TI
287
Trexquant Investment
Connecticut
-$256K -2,428 Closed
TSS
288
Two Sigma Securities
New York
-$203K -1,927 Closed
GRP
289
Global Retirement Partners
California
-$106K -1,001 Closed
GKWIM
290
Gerber Kawasaki Wealth & Investment Management
California
-$73K -701 Closed
PWA
291
Phoenix Wealth Advisors
North Carolina
-$66K -625 Closed
CG
292
Cutler Group
California
-$31K -300 Closed
BHWM
293
Bay Harbor Wealth Management
Maryland
-$22K -209 Closed
RTL
294
Red Tortoise LLC
Georgia
-$18K -208 Closed
RCA
295
Ranch Capital Advisors
Florida
-$16K -156 Closed
RFA
296
Reilly Financial Advisors
California
-$14K -136 Closed
JCM
297
Jacobi Capital Management
Pennsylvania
-$8K -75 Closed
HIA
298
Harbor Investment Advisory
Maryland
-$3K -33 Closed
RIA
299
RPG Investment Advisory
California
-$3K -28 Closed
IF
300
Ironwood Financial
Arizona
-$2K -23 Closed

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.