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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$9.76M +$4.41M +42,584 +80%
MML Investors Services
27
MML Investors Services
Massachusetts
$9.43M +$5.69K +55 +0.1%
LPL Financial
28
LPL Financial
California
$8.69M +$461K +4,458 +6%
PFM
29
Patton Fund Management
Texas
$8.11M +$372K +3,599 +5%
TF
30
TIAA FSB
Florida
$7.34M -$763K -7,368 -9%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$6.93M +$7.03M +67,956 New
SC
32
Stratford Consulting
Texas
$6.62M -$58.8K -568 -0.9%
TRCT
33
Tower Research Capital (TRC)
New York
$6.6M +$554K +5,350 +9%
Prudential Financial
34
Prudential Financial
New Jersey
$6.28M +$621 +6 +0%
APC
35
Aspire Private Capital
North Carolina
$5.68M -$619K -5,977 -10%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$5.68M -$261K -2,523 -4%
AA
37
Alesco Advisors
New York
$5.44M -$76.7K -741 -1%
HWA
38
Heartwood Wealth Advisors
Virginia
$5.35M +$5.43M +52,423 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$4.82M -$48.1K -465 -1%
PFM
40
Phillips Financial Management
Indiana
$4.61M -$163K -1,571 -3%
SMC
41
Smith, Moore & Co
Missouri
$3.9M -$17.1K -165 -0.4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.84M +$2.44M +23,594 +167%
FHC
43
First Heartland Consultants
Missouri
$3.69M -$286K -2,766 -7%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$3.52M -$139K -1,341 -4%
V
45
Veritable
Delaware
$3.18M
HSA
46
HBK Sorce Advisory
Pennsylvania
$2.98M -$57.9K -559 -2%
PAG
47
Private Advisory Group
Washington
$2.75M +$186K +1,797 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.61M +$68.3K +660 +3%
PAG
49
Private Advisor Group
New Jersey
$2.58M +$972K +9,391 +59%
SFG
50
SNS Financial Group
Minnesota
$2.5M -$146K -1,406 -5%

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.