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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.97B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 245247 (+2)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.92% less ownership

Funds ownership: 78.72%77.8% (-0.92%)

14% less capital invested

Capital invested by funds: $2.3B → $1.97B (-$330M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
5.36%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
30
Increased
72
Reduced
72
Closed
23
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Arrow Investment Advisors
Maryland
$10.7M +$10.7M +107,802 New
MML Investors Services
27
MML Investors Services
Massachusetts
$10.1M +$285K +2,867 +3%
TF
28
TIAA FSB
Florida
$9.75M -$541M -5,446,290 -98%
LPL Financial
29
LPL Financial
California
$7.68M +$11.2K +113 +0.1%
M&T Bank
30
M&T Bank
New York
$7.58M -$93.4K -940 -1%
PFM
31
Patton Fund Management
Texas
$7.17M +$7.21M +72,562 New
BlackRock
32
BlackRock
New York
$7.03M
AA
33
Alesco Advisors
New York
$6.99M -$21.5K -216 -0.3%
SC
34
Stratford Consulting
Texas
$6.89M -$23.8K -240 -0.3%
Brown Advisory
35
Brown Advisory
Maryland
$6.53M -$646K -6,504 -9%
RWA
36
Redhawk Wealth Advisors
Minnesota
$6.37M +$6.41M +64,485 New
SMC
37
Smith, Moore & Co
Missouri
$6.28M -$41.2K -415 -0.6%
Stifel Financial
38
Stifel Financial
Missouri
$6.13M +$353K +3,554 +6%
Prudential Financial
39
Prudential Financial
New Jersey
$6.08M -$27.3K -275 -0.4%
CAM
40
Congress Asset Management
Massachusetts
$5.43M -$205K -2,059 -4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.13M +$37.4K +376 +0.7%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$4.95M +$130K +1,308 +3%
BCM
43
Brookstone Capital Management
Illinois
$4.82M -$779K -7,840 -14%
PFM
44
Phillips Financial Management
Indiana
$4.73M -$130K -1,304 -3%
APC
45
Aspire Private Capital
North Carolina
$4.37M +$1.94M +19,484 +79%
AG
46
Advisor Group
Arizona
$3.88M +$1.32M +13,325 +51%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$3.66M +$13.1K +132 +0.4%
FHC
48
First Heartland Consultants
Missouri
$3.62M +$1.64M +16,542 +82%
JCM
49
Jacobsen Capital Management
Utah
$3.12M +$3.14M +31,585 New
HIM
50
Hanlon Investment Management
New Jersey
$3.06M +$848K +8,532 +38%

RWR Hedge Fund Activity: Q2 2019 in Review

247 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2019, worth a combined $1.97B — down 14% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWR positions and 23 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $68M. The largest seller was TIAA FSB, cutting an estimated $541M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $1.97B of State Street SPDR Dow Jones REIT ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2019 and 23 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2019 was State Street, an estimated $68M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2019 was TIAA FSB, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2019.