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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.54B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $962K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1.84% more ownership

Funds ownership: 72.39%74.23% (+1.8%)

0% more funds holding

Funds holding: 278279 (+1)

2% less capital invested

Capital invested by funds: $1.57B → $1.54B (-$29.6M)

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
28
Increased
70
Reduced
89
Closed
22
Calls
$1.85M
Puts
$962K
Net Calls
+$892K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
51
City Holding Co
West Virginia
$2.46M
FAIM
52
Financial Advocates Investment Management
Washington
$2.33M +$303K +2,661 +15%
HF
53
HRT Financial
New York
$2.33M +$2.26M +19,859 New
M&T Bank
54
M&T Bank
New York
$2.31M -$42.7K -375 -2%
B
55
Bensler
Washington
$2.31M +$2.24M +19,686 New
HighTower Advisors
56
HighTower Advisors
Illinois
$2.15M -$109K -957 -5%
GB
57
Gunma Bank
Japan
$2.11M
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$2.11M +$17.3K +152 +0.9%
GLA
59
Great Lakes Advisors
Illinois
$2.05M -$52.9K -464 -3%
BWL
60
Bogart Wealth LLC
Virginia
$2.03M +$53K +465 +3%
VA
61
Valmark Advisers
Ohio
$2M -$5.01K -44 -0.3%
CAL
62
Capital Analysts LLC
Pennsylvania
$2M +$126K +1,109 +7%
RJA
63
Raymond James & Associates
Florida
$2M +$16.7K +147 +0.9%
AB
64
Atlas Brown
Kentucky
$1.93M -$37.1K -326 -2%
MCM
65
Maryland Capital Management
Maryland
$1.84M -$10.3K -90 -0.6%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.74M +$82.1K +721 +5%
BCA
67
Bray Capital Advisors
Florida
$1.65M -$15.4K -135 -0.9%
NA
68
NewEdge Advisors
Louisiana
$1.64M -$6.38K -56 -0.4%
OPCM
69
Osborne Partners Capital Management
California
$1.55M -$5.7K -50 -0.4%
HSA
70
HBK Sorce Advisory
Pennsylvania
$1.51M -$194K -1,705 -12%
MWM
71
Merriman Wealth Management
Washington
$1.51M -$7.41K -65 -0.5%
OCM
72
One Capital Management
California
$1.47M -$105K -918 -7%
SFG
73
Summit Financial Group
West Virginia
$1.46M +$38.7K +340 +3%
DTC
74
Davidson Trust Company
Washington
$1.41M
Brown Advisory
75
Brown Advisory
Maryland
$1.36M +$15.4K +135 +1%

RWR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2022, worth a combined $1.54B — down 1.9% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWR positions and 22 closed out — a net gain of 6 holders — while 70 added to existing stakes and 89 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $39.9M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $22.6M sold.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2022, up from 278 in Q4 2021.
  • Funds reported $1.54B of State Street SPDR Dow Jones REIT ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2022 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2022 was Millennium Management, an estimated $39.9M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2022 was T. Rowe Price Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2022.