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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $1.85B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 215215 (0)

0% more call options, than puts

Call options by funds: $252K | Put options by funds: $252K

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$666K)

1.54% less ownership

Funds ownership: 72.49%70.95% (-1.5%)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
57
Reduced
69
Closed
22
Calls
$252K
Puts
$252K
Net Calls
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.36M -$26.8K -283 -1%
VA
52
Valmark Advisers
Ohio
$1.97M -$50.4K -531 -2%
AC
53
Abbrea Capital
California
$1.91M -$3.32K -35 -0.2%
GLA
54
Great Lakes Advisors
Illinois
$1.9M +$16.2K +171 +0.8%
CDIA
55
Capital Directions Investment Advisors
Georgia
$1.86M +$1.89M +19,902 New
MCM
56
Maryland Capital Management
Maryland
$1.83M -$17.6K -185 -0.9%
LF
57
Lee Financial
Texas
$1.81M -$295K -3,105 -14%
EWM
58
Empirical Wealth Management
Washington
$1.62M +$48.9K +515 +3%
MCM
59
Manchester Capital Management
Vermont
$1.41M
BCA
60
Bray Capital Advisors
Florida
$1.39M -$1.42K -15 -0.1%
AG
61
Advisor Group
Arizona
$1.37M +$747K +7,873 +115%
PFA
62
Pure Financial Advisors
California
$1.34M +$1.36M +14,370 New
PAG
63
Private Advisory Group
Washington
$1.3M -$17.7K -187 -1%
HFS
64
HL Financial Services
Kentucky
$1.25M +$398K +4,199 +46%
APA
65
American Portfolios Advisors
New York
$1.25M -$35.6K -375 -3%
MWP
66
Moller Wealth Partners
$1.23M -$307K -3,231 -20%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.16M +$505K +5,327 +75%
BBA
68
BLB&B Advisors
Pennsylvania
$1.13M -$121K -1,275 -9%
HNB
69
Huntington National Bank
Ohio
$1.11M
PAG
70
Private Advisor Group
New Jersey
$1.08M +$346K +3,651 +46%
RJA
71
Raymond James & Associates
Florida
$1.04M -$7.5K -79 -0.7%
GB
72
Gunma Bank
Japan
$933K
SCA
73
Snowden Capital Advisors
New York
$906K +$493K +5,194 +115%
GC
74
Gibson Capital
Pennsylvania
$879K
FAIM
75
Financial Advocates Investment Management
Washington
$800K -$15.8K -167 -2%

RWR Hedge Fund Activity: Q3 2018 in Review

215 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2018, worth a combined $1.85B — down 0.04% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWR positions and 22 closed out — a net gain of 2 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was State Street, adding an estimated $46.5M. The largest seller was Independent Order of Foresters, exiting entirely with an estimated $64.7M sold.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q3 2018, down 0.04% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2018 was State Street, an estimated $46.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2018 was Independent Order of Foresters, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2018.