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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
SNS Financial Group
Minnesota
$2.71M -$82.8K -812 -3%
PAG
52
Private Advisory Group
Washington
$2.63M +$1.66M +16,258 +182%
HighTower Advisors
53
HighTower Advisors
Illinois
$2.6M -$43.9K -431 -2%
ACG
54
Allen Capital Group
Nebraska
$2.27M +$2.22M +21,753 New
AC
55
Abbrea Capital
California
$2.23M -$561K -5,500 -20%
GFS
56
GYL Financial Synergies
Connecticut
$2.22M +$306 +3 +0%
US Bancorp
57
US Bancorp
Minnesota
$2.09M -$19.4K -190 -0.9%
VA
58
Valmark Advisers
Ohio
$1.99M +$99.9K +980 +5%
GLA
59
Great Lakes Advisors
Illinois
$1.98M -$68.7K -674 -3%
BHWM
60
Bay Harbor Wealth Management
Maryland
$1.92M +$287K +2,815 +18%
11A
61
10-15 Associates
New York
$1.91M +$316K +3,100 +20%
BBA
62
BLB&B Advisors
Pennsylvania
$1.81M -$9.48K -93 -0.5%
AB
63
Atlas Brown
Kentucky
$1.79M -$27.2K -267 -2%
MCM
64
Maryland Capital Management
Maryland
$1.76M +$24.8K +243 +1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.7M +$173K +1,695 +12%
PAG
66
Private Advisor Group
New Jersey
$1.66M +$292K +2,862 +22%
BCA
67
Bray Capital Advisors
Florida
$1.61M -$5.61K -55 -0.4%
CDIA
68
Capital Directions Investment Advisors
Georgia
$1.53M -$48.5K -476 -3%
RJA
69
Raymond James & Associates
Florida
$1.52M -$381K -3,741 -20%
CI
70
CX Institutional
Indiana
$1.51M -$139K -1,362 -9%
SCA
71
Snowden Capital Advisors
New York
$1.49M +$100K +984 +7%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.47M +$1.12M +10,961 +350%
EWM
73
Empirical Wealth Management
Washington
$1.43M -$207K -2,034 -13%
APA
74
American Portfolios Advisors
New York
$1.34M -$28.3K -278 -2%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$1.33M +$97.8K +960 +8%

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.