We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Aprio Wealth Management
Georgia
$2.28M +$2.31M +22,354 New
ACG
52
Allen Capital Group
Nebraska
$2.27M +$51K +493 +2%
Citadel Advisors
53
Citadel Advisors
Florida
$2.26M +$2.29M +22,162 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$2.25M +$95.8K +926 +3%
AC
55
Abbrea Capital
California
$2.18M +$3.1K +30 +0.1%
GFS
56
GYL Financial Synergies
Connecticut
$2.08M -$79.5K -768 -4%
US Bancorp
57
US Bancorp
Minnesota
$2.06M +$22.4K +216 +1%
Brown Advisory
58
Brown Advisory
Maryland
$2.01M -$4.22M -40,730 -67%
Jane Street
59
Jane Street
New York
$1.95M -$7.82M -75,605 -80%
11A
60
10-15 Associates
New York
$1.95M +$85.9K +830 +5%
VA
61
Valmark Advisers
Ohio
$1.93M -$11.3K -109 -0.6%
GLA
62
Great Lakes Advisors
Illinois
$1.9M -$31.5K -304 -2%
AB
63
Atlas Brown
Kentucky
$1.68M -$60.6K -586 -3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.66M +$8.59K +83 +0.5%
IAN
65
Integrated Advisors Network
Texas
$1.65M +$1.67M +16,170 New
BCA
66
Bray Capital Advisors
Florida
$1.58M
RJA
67
Raymond James & Associates
Florida
$1.52M +$38.1K +368 +3%
MCM
68
Maryland Capital Management
Maryland
$1.51M -$204K -1,968 -12%
BHWM
69
Bay Harbor Wealth Management
Maryland
$1.51M -$366K -3,538 -19%
CDIA
70
Capital Directions Investment Advisors
Georgia
$1.49M
CI
71
CX Institutional
Indiana
$1.49M +$7.76K +75 +0.5%
SCA
72
Snowden Capital Advisors
New York
$1.47M +$15.5K +150 +1%
EWM
73
Empirical Wealth Management
Washington
$1.39M -$7.55K -73 -0.5%
CHC
74
City Holding Co
West Virginia
$1.36M +$772K +7,460 +126%
APA
75
American Portfolios Advisors
New York
$1.3M -$3.93K -38 -0.3%

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.