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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.06B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

26% more capital invested

Capital invested by funds: $841M → $1.06B (+$222M)

13% more funds holding

Funds holding: 238268 (+30)

6.68% more ownership

Funds ownership: 66.72%73.4% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

59% less call options, than puts

Call options by funds: $229K | Put options by funds: $553K

Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$4.12M +$45.7K +532 +1%
CA
27
Clearstead Advisors
Ohio
$4.1M -$4.29M -49,894 -54%
FWP
28
Falcon Wealth Planning
California
$4.04M +$1.42M +16,516 +64%
AssetMark Inc
29
AssetMark Inc
California
$3.49M -$42.5K -494 -1%
R
30
Rebalance
California
$3.42M +$276K +3,205 +10%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.38M -$440K -5,114 -13%
ECM
32
Evergreen Capital Management
Washington
$3.35M +$199K +2,320 +7%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.09M +$126K +1,466 +5%
EH
34
Equitable Holdings
New York
$2.87M +$377K +4,381 +17%
SMC
35
Smith, Moore & Co
Missouri
$2.72M -$14.9K -173 -0.6%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.62M +$571K +6,646 +32%
TRCT
37
Tower Research Capital (TRC)
New York
$2.61M -$559K -6,502 -19%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.44M +$6.88K +80 +0.3%
RFA
39
RTD Financial Advisors
Pennsylvania
$2.41M -$661K -7,684 -23%
PFM
40
Phillips Financial Management
Indiana
$2.34M -$165K -1,924 -7%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$2.29M +$2.07M +24,065 New
AFA
42
American Financial Advisors
Georgia
$2.1M -$60.8K -707 -3%
HF
43
HRT Financial
New York
$2.07M +$1.15M +13,382 +161%
KAS
44
Kestra Advisory Services
Texas
$2.01M +$115K +1,335 +7%
FTUS
45
Flow Traders U.S.
New York
$1.98M +$146K +1,703 +9%
ACP
46
Aveo Capital Partners
Colorado
$1.95M +$1.76M +20,464 New
AW
47
Avion Wealth
Texas
$1.82M +$920K +10,699 +128%
CHC
48
City Holding Co
West Virginia
$1.79M -$50.3K -585 -3%
OFG
49
Omega Financial Group
California
$1.76M +$208K +2,414 +15%
M&T Bank
50
M&T Bank
New York
$1.68M -$8.6K -100 -0.6%

RWR Hedge Fund Activity: Q4 2023 in Review

268 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2023, worth a combined $1.06B — up 26% from $841M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new RWR positions and 17 closed out — a net gain of 35 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.4M. The largest seller was Bank of America, cutting an estimated $11.4M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2023, up from 238 in Q3 2023.
  • Funds reported $1.06B of State Street SPDR Dow Jones REIT ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2023 and 17 closed out, a net change of +35 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2023 was Bank of America, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.