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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.16M +$1.99M +18,780 +75%
CA
27
Clearstead Advisors
Ohio
$4.05M -$224K -2,117 -5%
RFA
28
RTD Financial Advisors
Pennsylvania
$3.81M +$1.21M +11,435 +40%
ES
29
Eagle Strategies
New York
$3.56M +$3.97M +37,493 New
CCM
30
Consolidated Capital Management
California
$3.47M -$490K -4,628 -11%
PFM
31
Phillips Financial Management
Indiana
$3.3M -$52.5K -496 -1%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.29M -$2.19M -20,715 -38%
Marshall Wace
33
Marshall Wace
United Kingdom
$3.2M +$3.56M +33,691 New
CI
34
CX Institutional
Indiana
$3.04M +$3.38M +31,977 New
Ameriprise
35
Ameriprise
Minnesota
$2.97M -$2.96M -27,980 -47%
SMC
36
Smith, Moore & Co
Missouri
$2.93M -$26.2K -248 -0.8%
PCMM
37
Piedmont Capital Management (Montana)
Montana
$2.87M +$7.51K +71 +0.2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.87M -$1.31M -12,379 -29%
Jane Street
39
Jane Street
New York
$2.84M +$3.16M +29,855 New
ECM
40
Evergreen Capital Management
Washington
$2.69M -$3.31M -31,319 -53%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.63M +$54.2K +512 +2%
DWMG
42
DB Wealth Management Group
California
$2.52M +$223K +2,110 +9%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.48M +$2.23M +21,071 +441%
AFA
44
American Financial Advisors
Georgia
$2.42M -$101K -956 -4%
V
45
Veritable
Delaware
$2.4M +$3.38K +32 +0.1%
HF
46
HRT Financial
New York
$2.34M +$502K +4,749 +24%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$174K +1,645 +7%
KAS
48
Kestra Advisory Services
Texas
$2.27M +$18.9K +179 +0.8%
Citadel Advisors
49
Citadel Advisors
Florida
$2.15M +$1.25M +11,847 +110%
Stifel Financial
50
Stifel Financial
Missouri
$2.09M -$261K -2,470 -10%

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.