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State Street SPDR Dow Jones REIT ETF

238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $435K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

0.88% more ownership

Funds ownership: 65.84%66.72% (+0.88%)

1% more funds holding

Funds holding: 236238 (+2)

5% less capital invested

Capital invested by funds: $888M → $841M (-$47M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$3.54M +$2.95M +32,846 +332%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$3.36M -$448K -4,981 -11%
AssetMark Inc
28
AssetMark Inc
California
$3.08M +$98.6K +1,097 +3%
TRCT
29
Tower Research Capital (TRC)
New York
$2.81M +$1.93M +21,450 +173%
RFA
30
RTD Financial Advisors
Pennsylvania
$2.74M -$3.95K -44 -0.1%
ECM
31
Evergreen Capital Management
Washington
$2.72M +$1.62K +18 +0.1%
R
32
Rebalance
California
$2.71M +$26.4K +294 +0.9%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.57M +$302K +3,366 +12%
State Street
34
State Street
Massachusetts
$2.56M +$58.1K +647 +2%
SMC
35
Smith, Moore & Co
Missouri
$2.38M -$95.7K -1,065 -4%
UBS Group
36
UBS Group
Switzerland
$2.27M -$463K -5,156 -16%
PFM
37
Phillips Financial Management
Indiana
$2.2M -$204K -2,271 -8%
FWP
38
Falcon Wealth Planning
California
$2.15M +$1.03M +11,453 +79%
EH
39
Equitable Holdings
New York
$2.13M +$589K +6,551 +34%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.11M -$117K -1,301 -5%
DCS
41
Destiny Capital Securities
Colorado
$2.06M +$2.23M +24,858 New
PFO
42
Pathstone Family Office
New Jersey
$2M +$2.17M +24,146 New
AFA
43
American Financial Advisors
Georgia
$1.89M -$70.5K -785 -3%
APP
44
Avantax Planning Partners
Iowa
$1.73M +$1.87M +20,813 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.72M +$1.87M +20,794 New
OPCM
46
Osborne Partners Capital Management
California
$1.67M -$116K -1,293 -6%
KAS
47
Kestra Advisory Services
Texas
$1.64M -$65.1K -724 -4%
CHC
48
City Holding Co
West Virginia
$1.6M -$22.9K -255 -1%
FTUS
49
Flow Traders U.S.
New York
$1.58M +$1.3M +14,490 +317%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.5M -$18.2K -202 -1%

RWR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.

  • 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
  • Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2023.