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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$1.29M +$1.25M +12,283 New
MCM
77
Manchester Capital Management
Vermont
$1.28M
LF
78
Lee Financial
Texas
$1.25M -$152K -1,495 -11%
HIM
79
Hanlon Investment Management
New Jersey
$1.21M -$1.98M -19,398 -63%
MWP
80
Moller Wealth Partners
$1.15M
PWM
81
PRW Wealth Management
Massachusetts
$1.12M +$112K +1,100 +11%
UCFA
82
United Capital Financial Advisors
Texas
$1.05M +$163K +1,604 +19%
GB
83
Gunma Bank
Japan
$1.05M
ACP
84
Aveo Capital Partners
Colorado
$1.04M +$358K +3,511 +55%
GC
85
Gibson Capital
Pennsylvania
$986K
CFG
86
Citizens Financial Group
Rhode Island
$976K +$73.3K +719 +8%
TF
87
Trek Financial
Arizona
$969K
CF
88
Centaurus Financial
California
$969K +$22.6K +222 +2%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$963K +$938K +9,207 New
BlackRock
90
BlackRock
New York
$946K -$6.32M -62,060 -87%
CFB
91
Cullen/Frost Bankers
Texas
$864K +$201K +1,971 +31%
UWPG
92
Ullmann Wealth Partners Group
Florida
$862K -$406K -3,982 -33%
AW
93
Avion Wealth
Texas
$850K +$828K +8,128 New
EWA
94
Exencial Wealth Advisors
Oklahoma
$844K
SC
95
Slow Capital
California
$842K +$23.1K +227 +3%
HNB
96
Huntington National Bank
Ohio
$838K
CWM
97
Cranbrook Wealth Management
Michigan
$834K +$66.9K +656 +9%
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$814K -$2.04K -20 -0.3%
CAL
99
Capital Advisors Ltd
Ohio
$800K
SIA
100
Strategic Investment Advisors
Michigan
$790K +$322K +3,157 +72%

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.