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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
276
Brown Miller Wealth Management
Virginia
-$422K -3,598 Closed
CF
277
Convergence Financial
Missouri
-$417K -3,557 Closed
YIH
278
Y-Intercept (HK)
Hong Kong
-$391K -3,330 Closed
APP
279
Avantax Planning Partners
Iowa
-$337K -2,874 Closed
MWPCG
280
Measured Wealth Private Client Group
New Hampshire
-$317K -2,701 Closed
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
-$304K -2,592 Closed
SPI
282
Sutton Place Investors
New York
-$290K -2,446 Closed
PAMS
283
Pictet Asset Management (Switzerland)
Switzerland
-$282K -2,400 Closed
TSS
284
Two Sigma Securities
New York
-$278K -2,368 Closed
HWIS
285
Hancock Whitney Investment Services
Louisiana
-$270K -2,305 Closed
WWM
286
Western Wealth Management
Colorado
-$268K -2,278 Closed
GFS
287
GYL Financial Synergies
Connecticut
-$249K -2,123 Closed
BS
288
Boenning & Scattergood
Pennsylvania
-$241K -2,050 Closed
KFC
289
Klingenstein Fields & Co
New York
-$236K -2,015 Closed
ASN
290
Advisory Services Network
Georgia
-$236K -2,010 Closed
CB
291
Commerce Bank
Missouri
-$236K -2,009 Closed
PFWA
292
Paces Ferry Wealth Advisors
Georgia
-$233K -1,983 Closed
FT
293
Fiduciary Trust
Massachusetts
-$220K -1,880 Closed
EE
294
EWG Elevate
California
-$213K -1,818 Closed
CWM
295
Congress Wealth Management
Massachusetts
-$211K -1,797 Closed
GIA
296
Gladstone Institutional Advisory
Florida
-$210K -1,794 Closed
EWA
297
EP Wealth Advisors
California
-$102K -870 Closed
Simplex Trading
298
Simplex Trading
Illinois
-$100K -859 Closed
MCC
299
Money Concepts Capital
Florida
-$61K -524 Closed
BFEC
300
Benjamin F. Edwards & Company
Missouri
-$13K -111 Closed

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.