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State Street SPDR Dow Jones REIT ETF

198 hedge funds and large institutions have $2.07B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 72.72%72.11% (-0.61%)

7% less capital invested

Capital invested by funds: $2.22B → $2.07B (-$148M)

7% less funds holding

Funds holding: 214198 (-16)

34% less call options, than puts

Call options by funds: $472K | Put options by funds: $714K

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
16
Increased
50
Reduced
82
Closed
29
Calls
$472K
Puts
$714K
Net Calls
-$242K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
GB
76
Gunma Bank
Japan
$925K
TI
77
Truepoint Inc
Ohio
$913K
GC
78
Gibson Capital
Pennsylvania
$874K
PFA
79
Pure Financial Advisors
California
$835K -$29K -312 -3%
EWA
80
Exencial Wealth Advisors
Oklahoma
$808K
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$803K +$807K +8,684 +868,400%
MA
82
MUFG Americas
New York
$781K -$18.6K -200 -2%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$744K -$21.6K -232 -3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$714K -$15.1K -163 -2%
LPT
85
Legacy Private Trust
Wisconsin
$707K +$201K +2,163 +39%
MBT
86
Montecito Bank & Trust
California
$693K -$13.3K -143 -2%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$688K +$691K +7,436 New
SI
88
Stephens Inc
Arkansas
$649K +$3.53K +38 +0.5%
CFB
89
Cullen/Frost Bankers
Texas
$645K -$71.5K -770 -10%
SPC
90
Sigma Planning Corp
Michigan
$642K +$5.3K +57 +0.8%
EVM
91
Eaton Vance Management
Massachusetts
$630K
QCMC
92
Quantum Capital Management (California)
California
$626K -$3.16K -34 -0.5%
MFT
93
Moisand Fitzgerald Tamayo
Florida
$598K -$13K -140 -2%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$591K -$326K -3,512 -35%
LS
95
Lattice Strategies
Pennsylvania
$588K -$55.3K -595 -9%
ACM
96
Armbruster Capital Management
New York
$579K -$44.1K -475 -7%
CAN
97
Cetera Advisor Networks
California
$571K -$17.2K -185 -3%
VF
98
Virtu Financial
New York
$521K +$124K +1,333 +31%
EHPM
99
Emery Howard Portfolio Management
California
$508K +$4.09K +44 +0.8%
JWA
100
JFS Wealth Advisors
Pennsylvania
$458K +$1.39K +15 +0.3%

RWR Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2017, worth a combined $2.07B — down 6.7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 16 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 50 added.

The largest buyer was TIAA FSB, adding an estimated $23M. The largest seller was Alesco Advisors, cutting an estimated $24.6M.

  • 198 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $2.07B of State Street SPDR Dow Jones REIT ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2017 and 29 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2017 was TIAA FSB, an estimated $23M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2017 was Alesco Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.