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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$9.66M -$1.01M -9,911 -10%
AG
27
Advisor Group
Arizona
$8.45M +$4.23M +41,479 +106%
LPL Financial
28
LPL Financial
California
$8.44M +$307K +3,010 +4%
TF
29
TIAA FSB
Florida
$8.29M -$1.97M -19,326 -20%
M&T Bank
30
M&T Bank
New York
$7.94M -$79.6K -781 -1%
PFM
31
Patton Fund Management
Texas
$7.93M +$338K +3,315 +5%
SC
32
Stratford Consulting
Texas
$6.84M -$437K -4,285 -6%
APC
33
Aspire Private Capital
North Carolina
$6.45M +$1.77M +17,383 +39%
Prudential Financial
34
Prudential Financial
New Jersey
$6.43M +$408 +4 +0%
Brown Advisory
35
Brown Advisory
Maryland
$6.32M -$573K -5,619 -9%
TRCT
36
Tower Research Capital (TRC)
New York
$6.21M +$6.05M +59,347 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$6.08M -$8.28M -81,255 -58%
Stifel Financial
38
Stifel Financial
Missouri
$6.03M -$443K -4,350 -7%
AA
39
Alesco Advisors
New York
$5.65M -$1.7M -16,727 -24%
CAM
40
Congress Asset Management
Massachusetts
$5.55M -$188K -1,844 -3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$4.99M -$237K -2,330 -5%
PFM
42
Phillips Financial Management
Indiana
$4.89M -$124K -1,214 -3%
BCM
43
Brookstone Capital Management
Illinois
$4.41M -$667K -6,545 -13%
FHC
44
First Heartland Consultants
Missouri
$4.08M +$239K +2,347 +6%
SMC
45
Smith, Moore & Co
Missouri
$4.01M -$2.56M -25,128 -40%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$3.75M -$118K -1,159 -3%
JCM
47
Jacobsen Capital Management
Utah
$3.31M +$9.38K +92 +0.3%
V
48
Veritable
Delaware
$3.26M +$44.1K +433 +1%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$3.19M +$83.1K +815 +3%
HSA
50
HBK Sorce Advisory
Pennsylvania
$3.11M -$62.8K -616 -2%

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.