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State Street SPDR Dow Jones REIT ETF

216 hedge funds and large institutions have $2.06B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $703K

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

9% more funds holding

Funds holding: 198216 (+18)

0.94% more ownership

Funds ownership: 72.11%73.05% (+0.94%)

0% less capital invested

Capital invested by funds: $2.07B → $2.06B (-$5.53M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 75

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
4.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
44
Reduced
75
Closed
23
Calls
$1.74M
Puts
$703K
Net Calls
+$1.04M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
51
Ullmann Wealth Partners Group
Florida
$2.16M -$1.66M -17,748 -43%
VA
52
Valmark Advisers
Ohio
$2.14M +$1.69M +18,047 +379%
AC
53
Abbrea Capital
California
$2.04M +$486K +5,197 +31%
GLA
54
Great Lakes Advisors
Illinois
$1.96M -$10.5K -112 -0.5%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.92M +$1.31M +14,048 +220%
FIM
56
Freedom Investment Management
Connecticut
$1.89M +$131K +1,401 +7%
MCM
57
Maryland Capital Management
Maryland
$1.87M -$82.8K -885 -4%
BCA
58
Bray Capital Advisors
Florida
$1.85M -$17.3K -185 -0.9%
US Bancorp
59
US Bancorp
Minnesota
$1.67M +$91.3K +976 +6%
MCM
60
Manchester Capital Management
Vermont
$1.66M +$15.9K +170 +1%
SG Americas Securities
61
SG Americas Securities
New York
$1.63M -$1.81M -19,320 -53%
SFG
62
StrategIQ Financial Group
Indiana
$1.56M -$421K -4,498 -21%
BTS
63
BB&T Securities
Virginia
$1.4M +$451K +4,823 +47%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.39M -$90.9K -972 -6%
MWP
65
Moller Wealth Partners
$1.22M -$1.03K -11 -0.1%
APA
66
American Portfolios Advisors
New York
$1.14M +$1.14M +12,192 New
HFS
67
HL Financial Services
Kentucky
$1.07M
EWM
68
Empirical Wealth Management
Washington
$1.01M -$279K -2,985 -22%
MA
69
MUFG Americas
New York
$973K +$182K +1,943 +23%
CDIA
70
Capital Directions Investment Advisors
Georgia
$961K -$47.3K -506 -5%
GB
71
Gunma Bank
Japan
$937K
TI
72
Truepoint Inc
Ohio
$925K
XS
73
XR Securities
Illinois
$904K +$902K +9,648 New
SFG
74
SNS Financial Group
Minnesota
$901K -$129K -1,374 -12%
GC
75
Gibson Capital
Pennsylvania
$884K

RWR Hedge Fund Activity: Q4 2017 in Review

216 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2017, worth a combined $2.06B — down 0.27% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RWR positions and 23 closed out — a net gain of 18 holders — while 44 added to existing stakes and 75 trimmed.

The largest buyer was TIAA FSB, adding an estimated $18M. The largest seller was Wells Fargo, cutting an estimated $30M.

  • 216 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2017, up from 198 in Q3 2017.
  • Funds reported $2.06B of State Street SPDR Dow Jones REIT ETF stock for Q4 2017, down 0.27% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2017 and 23 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2017 was TIAA FSB, an estimated $18M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2017 was Wells Fargo, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.