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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$1.27M -$31.4K -303 -2%
MCM
77
Manchester Capital Management
Vermont
$1.25M
DTC
78
Davidson Trust Company
Washington
$1.22M +$1.24M +11,999 New
HIM
79
Hanlon Investment Management
New Jersey
$1.21M +$27.3K +264 +2%
CF
80
Centaurus Financial
California
$1.15M +$205K +1,978 +21%
MWP
81
Moller Wealth Partners
$1.12M -$2.28K -22 -0.2%
CFG
82
Citizens Financial Group
Rhode Island
$1.11M +$161K +1,552 +17%
GB
83
Gunma Bank
Japan
$1.02M
UCFA
84
United Capital Financial Advisors
Texas
$1.01M -$11.9K -115 -1%
AW
85
Avion Wealth
Texas
$1.01M +$181K +1,745 +21%
LF
86
Lee Financial
Texas
$975K -$249K -2,405 -20%
GC
87
Gibson Capital
Pennsylvania
$962K
PAS
88
Park Avenue Securities
New York
$955K +$490K +4,738 +102%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$924K -$15.9K -154 -2%
BlackRock
90
BlackRock
New York
$924K +$1.66K +16 +0.2%
CWM
91
Cranbrook Wealth Management
Michigan
$880K +$68K +657 +8%
ACP
92
Aveo Capital Partners
Colorado
$843K -$167K -1,618 -16%
PWM
93
PRW Wealth Management
Massachusetts
$837K -$259K -2,500 -23%
SC
94
Slow Capital
California
$827K +$5.49K +53 +0.7%
EWA
95
Exencial Wealth Advisors
Oklahoma
$823K
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$802K +$8.69K +84 +1%
HNB
97
Huntington National Bank
Ohio
$793K
Baird Financial Group
98
Baird Financial Group
Wisconsin
$793K +$31K +300 +4%
CAL
99
Capital Advisors Ltd
Ohio
$781K
PRWA
100
Platte River Wealth Advisors
Colorado
$761K +$768K +7,424 New

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.