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State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
51
Advisor Resource Council
Texas
$2.57M +$1.76M +15,252 +263%
M&T Bank
52
M&T Bank
New York
$2.45M -$355K -3,078 -13%
HighTower Advisors
53
HighTower Advisors
Illinois
$2.35M +$81.8K +710 +4%
KAS
54
Kestra Advisory Services
Texas
$2.32M -$45.7K -397 -2%
CHC
55
City Holding Co
West Virginia
$2.31M -$10.9K -95 -0.5%
GB
56
Gunma Bank
Japan
$2.2M +$2.07M +18,000 New
GLA
57
Great Lakes Advisors
Illinois
$2.19M -$56.7K -492 -3%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$2.18M +$461 +4 +0%
FAIM
59
Financial Advocates Investment Management
Washington
$2.1M +$768K +6,665 +63%
VA
60
Valmark Advisers
Ohio
$2.09M -$41.9K -364 -2%
Citigroup
61
Citigroup
New York
$2.07M +$103K +890 +6%
RJA
62
Raymond James & Associates
Florida
$2.06M +$124K +1,080 +7%
BWL
63
Bogart Wealth LLC
Virginia
$2.06M +$1.94M +16,819 New
AB
64
Atlas Brown
Kentucky
$2.04M +$1.84K +16 +0.1%
CAL
65
Capital Analysts LLC
Pennsylvania
$1.94M +$2.99K +26 +0.2%
MCM
66
Maryland Capital Management
Maryland
$1.92M -$35.1K -305 -2%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$1.88M -$1.6M -13,905 -47%
HSA
68
HBK Sorce Advisory
Pennsylvania
$1.78M -$31K -269 -2%
BCA
69
Bray Capital Advisors
Florida
$1.74M -$18.2K -158 -1%
NA
70
NewEdge Advisors
Louisiana
$1.71M +$1.15K +10 +0.1%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.71M +$285K +2,475 +22%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$1.71M -$6.34M -55,060 -80%
OCM
73
One Capital Management
California
$1.64M -$231K -2,010 -13%
OPCM
74
Osborne Partners Capital Management
California
$1.62M -$113K -980 -7%
Renaissance Technologies
75
Renaissance Technologies
New York
$1.6M +$1.51M +13,100 New

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.