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State Street SPDR Dow Jones REIT ETF

198 hedge funds and large institutions have $2.07B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 72.72%72.11% (-0.61%)

7% less capital invested

Capital invested by funds: $2.22B → $2.07B (-$148M)

7% less funds holding

Funds holding: 214198 (-16)

34% less call options, than puts

Call options by funds: $472K | Put options by funds: $714K

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
16
Increased
50
Reduced
82
Closed
29
Calls
$472K
Puts
$714K
Net Calls
-$242K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$6.99M -$1.25M -13,498 -15%
SC
27
Stratford Consulting
Texas
$6.81M -$32.2K -347 -0.5%
PFM
28
Phillips Financial Management
Indiana
$6.48M -$1.16M -12,534 -15%
TCM
29
TD Capital Management
Tennessee
$6.46M +$26K +280 +0.4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.32M +$1.55M +16,734 +32%
Brown Advisory
31
Brown Advisory
Maryland
$6.13M +$4.04M +43,443 +191%
BBA
32
BLB&B Advisors
Pennsylvania
$6.11M +$693K +7,454 +13%
Stifel Financial
33
Stifel Financial
Missouri
$5.25M +$125K +1,344 +2%
SMC
34
Smith, Moore & Co
Missouri
$5.17M -$222K -2,394 -4%
CAM
35
Congress Asset Management
Massachusetts
$5.08M +$146K +1,574 +3%
CS
36
Credit Suisse
Switzerland
$4.97M
UBS Group
37
UBS Group
Switzerland
$4.64M -$300K -3,229 -6%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$4.43M -$59.8K -644 -1%
CA
39
Clearstead Advisors
Ohio
$4.42M +$8.55K +92 +0.2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$4.42M +$117K +1,263 +3%
UWPG
41
Ullmann Wealth Partners Group
Florida
$3.97M +$1.71M +18,423 +82%
Citadel Advisors
42
Citadel Advisors
Florida
$3.92M +$2.99M +32,157 +315%
LF
43
Lee Financial
Texas
$3.89M -$412K -4,430 -10%
HNB
44
Huntington National Bank
Ohio
$3.67M
SG Americas Securities
45
SG Americas Securities
New York
$3.4M -$5.29M -56,982 -61%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$3.26M -$35.5K -382 -1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$3.02M +$9.66K +104 +0.3%
V
48
Veritable
Delaware
$2.76M -$215K -2,310 -7%
AB
49
Atlas Brown
Kentucky
$2.62M +$4.55K +49 +0.2%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.61M -$227K -2,446 -8%

RWR Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2017, worth a combined $2.07B — down 6.7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 16 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 50 added.

The largest buyer was TIAA FSB, adding an estimated $23M. The largest seller was Alesco Advisors, cutting an estimated $24.6M.

  • 198 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $2.07B of State Street SPDR Dow Jones REIT ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2017 and 29 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2017 was TIAA FSB, an estimated $23M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2017 was Alesco Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.