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State Street SPDR Dow Jones REIT ETF

220 hedge funds and large institutions have $2.32B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $479K

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.45% less ownership

Funds ownership: 73.93%73.48% (-0.45%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 224220 (-4)

6% less capital invested

Capital invested by funds: $2.46B → $2.32B (-$141M)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
5.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
63
Reduced
85
Closed
25
Calls
$1.2M
Puts
$479K
Net Calls
+$718K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
76
Capital Directions Investment Advisors
Georgia
$977K -$2.14K -23 -0.2%
Jane Street
77
Jane Street
New York
$937K +$944K +10,150 New
GB
78
Gunma Bank
Japan
$923K
TI
79
Truepoint Inc
Ohio
$916K -$15.4K -166 -2%
GC
80
Gibson Capital
Pennsylvania
$870K
EWA
81
Exencial Wealth Advisors
Oklahoma
$833K -$6.33K -68 -0.8%
PFA
82
Pure Financial Advisors
California
$808K +$86.1K +925 +12%
LS
83
Lattice Strategies
Pennsylvania
$783K -$14K -150 -2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$763K +$5.49K +59 +0.7%
KBFS
85
Kohmann Bosshard Financial Services
Ohio
$744K +$8.65K +93 +1%
SPC
86
Sigma Planning Corp
Michigan
$726K +$76.6K +823 +12%
MBT
87
Montecito Bank & Trust
California
$723K -$97.6K -1,049 -12%
SG Americas Securities
88
SG Americas Securities
New York
$710K -$5.69M -61,176 -89%
SI
89
Stephens Inc
Arkansas
$710K +$18.8K +202 +3%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$704K -$98.3K -1,056 -12%
CFB
91
Cullen/Frost Bankers
Texas
$694K -$169K -1,820 -19%
LPT
92
Legacy Private Trust
Wisconsin
$687K -$302K -3,251 -30%
MFT
93
Moisand Fitzgerald Tamayo
Florida
$674K -$197K -2,122 -23%
QCMC
94
Quantum Capital Management (California)
California
$633K -$202K -2,169 -24%
EVM
95
Eaton Vance Management
Massachusetts
$628K
ACM
96
Armbruster Capital Management
New York
$621K -$226K -2,425 -26%
CIM
97
Confluence Investment Management
Missouri
$612K +$617K +6,629 New
Mariner
98
Mariner
Kansas
$527K +$186 +2 +0%
PWM
99
Perigon Wealth Management
California
$521K +$1.95K +21 +0.4%
IC
100
Iconiq Capital
California
$499K +$19.9K +214 +4%

RWR Hedge Fund Activity: Q1 2017 in Review

220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2017, worth a combined $2.32B — down 5.7% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RWR and 23 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 63 added.

The largest buyer was Goldman Sachs, adding an estimated $58M. The largest seller was Valmark Advisers, cutting an estimated $91.9M.

  • 220 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2017, down from 224 in Q4 2016.
  • Funds reported $2.32B of State Street SPDR Dow Jones REIT ETF stock for Q1 2017, down 5.7% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2017 and 25 closed out, a net change of -2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2017 was Goldman Sachs, an estimated $58M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2017 was Valmark Advisers, an estimated $91.9M sold.

Based on aggregated 13F filings for Q1 2017.