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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $1.85B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $267K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $1.66B → $1.85B (+$186M)

3% more funds holding

Funds holding: 209215 (+6)

1.82% more ownership

Funds ownership: 70.68%72.49% (+1.8%)

28% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 68

Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
49
Reduced
68
Closed
27
Calls
$1.48M
Puts
$267K
Net Calls
+$1.21M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$7.25M -$346K -3,891 -5%
AssetMark Inc
27
AssetMark Inc
California
$7.15M -$632K -7,103 -9%
AA
28
Alesco Advisors
New York
$7.06M -$176K -1,978 -3%
SC
29
Stratford Consulting
Texas
$6.82M -$26.7K -300 -0.4%
Brown Advisory
30
Brown Advisory
Maryland
$6.07M +$3.84M +43,223 +202%
SMC
31
Smith, Moore & Co
Missouri
$5.9M +$586K +6,593 +12%
CAM
32
Congress Asset Management
Massachusetts
$5.81M -$20.4K -229 -0.4%
Stifel Financial
33
Stifel Financial
Missouri
$5.55M -$13.1K -147 -0.2%
PFM
34
Phillips Financial Management
Indiana
$5.49M -$41.1K -462 -0.8%
PI
35
PFS Investments
Georgia
$5.19M +$4.87M +54,738 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.94M -$2.29M -25,752 -33%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$4.65M +$91.6K +1,030 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.37M +$4.36K +49 +0.1%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$3.44M -$356K -4,003 -10%
US Bancorp
40
US Bancorp
Minnesota
$2.97M +$1.53M +17,145 +119%
HSA
41
HBK Sorce Advisory
Pennsylvania
$2.88M -$83.7K -941 -3%
CAM
42
Crestone Asset Management
Colorado
$2.87M +$457K +5,138 +20%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.77M -$130K -1,464 -5%
AB
44
Atlas Brown
Kentucky
$2.67M -$1.07K -12 -0%
V
45
Veritable
Delaware
$2.55M +$29.7K +334 +1%
HI
46
Horizon Investments
North Carolina
$2.49M +$2.36M +26,490 New
HighTower Advisors
47
HighTower Advisors
Illinois
$2.4M -$121K -1,357 -5%
UWPG
48
Ullmann Wealth Partners Group
Florida
$2.25M +$35K +394 +2%
LF
49
Lee Financial
Texas
$2.11M -$574K -6,456 -22%
VA
50
Valmark Advisers
Ohio
$2.03M -$71.9K -808 -4%

RWR Hedge Fund Activity: Q2 2018 in Review

215 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2018, worth a combined $1.85B — up 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWR positions and 27 closed out — a net gain of 6 holders — while 49 added to existing stakes and 68 trimmed.

The largest buyer was Independent Order of Foresters, opening a new position worth an estimated $61.2M. The largest seller was Northern Trust, cutting an estimated $14.6M.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2018, up from 209 in Q1 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q2 2018, up 11% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2018 and 27 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2018 was Independent Order of Foresters, an estimated $61.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2018 was Northern Trust, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.