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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 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 215215 (0)

0% more call options, than puts

Call options by funds: $252K | Put options by funds: $252K

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$666K)

1.54% less ownership

Funds ownership: 72.49%70.95% (-1.5%)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
57
Reduced
69
Closed
22
Calls
$252K
Puts
$252K
Net Calls
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFS Investments
Georgia
$6.75M +$1.68M +17,683 +32%
SC
27
Stratford Consulting
Texas
$6.67M -$97.3K -1,026 -1%
BCM
28
Brookstone Capital Management
Illinois
$6.15M +$6.25M +65,928 New
Brown Advisory
29
Brown Advisory
Maryland
$5.97M -$52.1K -549 -0.9%
SMC
30
Smith, Moore & Co
Missouri
$5.94M +$91K +959 +2%
CAM
31
Congress Asset Management
Massachusetts
$5.76M -$1.71K -18 -0%
Stifel Financial
32
Stifel Financial
Missouri
$5.24M -$269K -2,836 -5%
PFM
33
Phillips Financial Management
Indiana
$5.17M -$269K -2,835 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$5.12M +$220K +2,314 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.64M +$314K +3,314 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$4.47M -$149K -1,568 -3%
TEE
37
Tibra Equities Europe
United Kingdom
$3.87M -$6.53M -68,855 -62%
UCFA
38
United Capital Financial Advisors
Texas
$3.65M -$6.25M -65,864 -63%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$3.42M +$949 +10 +0%
HSA
40
HBK Sorce Advisory
Pennsylvania
$2.88M +$15.9K +168 +0.5%
TRCT
41
Tower Research Capital (TRC)
New York
$2.85M +$2.9M +30,589 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.77M +$1.09M +11,486 +63%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.74M -$9.58K -101 -0.3%
CAM
44
Crestone Asset Management
Colorado
$2.7M -$164K -1,730 -6%
HI
45
Horizon Investments
North Carolina
$2.6M +$133K +1,402 +5%
AB
46
Atlas Brown
Kentucky
$2.58M -$46.7K -492 -2%
V
47
Veritable
Delaware
$2.53M
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.49M -$9.86M -103,978 -80%
UWPG
49
Ullmann Wealth Partners Group
Florida
$2.48M +$252K +2,655 +11%
US Bancorp
50
US Bancorp
Minnesota
$2.39M -$565K -5,956 -19%

RWR Hedge Fund Activity: Q3 2018 in Review

215 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2018, worth a combined $1.85B — down 0.04% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWR positions and 22 closed out — a net gain of 2 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was State Street, adding an estimated $46.5M. The largest seller was Independent Order of Foresters, exiting entirely with an estimated $64.7M sold.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q3 2018, down 0.04% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2018 was State Street, an estimated $46.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2018 was Independent Order of Foresters, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2018.