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State Street SPDR Dow Jones REIT ETF

216 hedge funds and large institutions have $2.06B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $703K

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

9% more funds holding

Funds holding: 198216 (+18)

0.94% more ownership

Funds ownership: 72.11%73.05% (+0.94%)

0% less capital invested

Capital invested by funds: $2.07B → $2.06B (-$5.53M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 75

Holders
216
Holders Change
+18
Holders Change %
+9.09%
% of All Funds
4.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
44
Reduced
75
Closed
23
Calls
$1.74M
Puts
$703K
Net Calls
+$1.04M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$876K -$266K -2,841 -23%
FAIM
77
Financial Advocates Investment Management
Washington
$869K +$867K +9,272 New
EWA
78
Exencial Wealth Advisors
Oklahoma
$818K
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$808K -$5.71K -61 -0.7%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$737K -$16.8K -180 -2%
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$697K
MBT
82
Montecito Bank & Trust
California
$659K -$43.5K -465 -6%
CFB
83
Cullen/Frost Bankers
Texas
$653K
QCMC
84
Quantum Capital Management (California)
California
$628K -$5.89K -63 -0.9%
EVM
85
Eaton Vance Management
Massachusetts
$625K -$12.8K -137 -2%
SI
86
Stephens Inc
Arkansas
$623K -$34.4K -368 -5%
SPC
87
Sigma Planning Corp
Michigan
$620K -$29.8K -319 -5%
LSAG
88
Lake Street Advisors Group
New Hampshire
$612K +$611K +6,531 New
MFT
89
Moisand Fitzgerald Tamayo
Florida
$596K -$9.63K -103 -2%
LS
90
Lattice Strategies
Pennsylvania
$596K
ACM
91
Armbruster Capital Management
New York
$581K -$4.68K -50 -0.8%
CAN
92
Cetera Advisor Networks
California
$578K -$468 -5 -0.1%
LPT
93
Legacy Private Trust
Wisconsin
$542K -$174K -1,861 -24%
AG
94
Advisor Group
Arizona
$528K -$411K -4,392 -44%
EHPM
95
Emery Howard Portfolio Management
California
$518K +$3.83K +41 +0.7%
FRA
96
Front Row Advisors
California
$483K +$483K +5,160 New
KA
97
Kovack Advisors
Florida
$471K +$470K +5,029 New
POIA
98
Pin Oak Investment Advisors
Texas
$468K +$467K +4,995 New
RT
99
Rockland Trust
Massachusetts
$456K +$456K +4,870 New
VF
100
Virtu Financial
New York
$455K -$73.2K -783 -14%

RWR Hedge Fund Activity: Q4 2017 in Review

216 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2017, worth a combined $2.06B — down 0.27% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RWR positions and 23 closed out — a net gain of 18 holders — while 44 added to existing stakes and 75 trimmed.

The largest buyer was TIAA FSB, adding an estimated $18M. The largest seller was Wells Fargo, cutting an estimated $30M.

  • 216 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2017, up from 198 in Q3 2017.
  • Funds reported $2.06B of State Street SPDR Dow Jones REIT ETF stock for Q4 2017, down 0.27% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2017 and 23 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2017 was TIAA FSB, an estimated $18M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2017 was Wells Fargo, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.