We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $931M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $780K | Put options by funds: $640K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 219215 (-4)

2.43% less ownership

Funds ownership: 71.21%68.78% (-2.4%)

13% less capital invested

Capital invested by funds: $1.07B → $931M (-$138M)

59% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 94

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
39
Reduced
94
Closed
29
Calls
$780K
Puts
$640K
Net Calls
+$140K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
76
Capital Directions Investment Advisors
Georgia
$572K -$266K -3,474 -32%
CFB
77
Cullen/Frost Bankers
Texas
$572K -$27.9K -365 -5%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$555K -$56K -732 -9%
Deutsche Bank
79
Deutsche Bank
Germany
$538K +$283K +3,693 +115%
APA
80
American Portfolios Advisors
New York
$505K -$343K -4,477 -41%
SFP
81
Strategic Financial Partners
Oregon
$493K +$1.99K +26 +0.4%
HNB
82
Huntington National Bank
Ohio
$474K
EHPM
83
Emery Howard Portfolio Management
California
$473K +$4.21K +55 +0.9%
CAN
84
Cetera Advisor Networks
California
$463K -$87.5K -1,143 -16%
CA
85
Clearstead Advisors
Ohio
$458K +$234K +3,051 +108%
EVM
86
Eaton Vance Management
Massachusetts
$446K
GT
87
Glenmede Trust
Pennsylvania
$418K +$187K +2,443 +84%
EWA
88
Exencial Wealth Advisors
Oklahoma
$417K -$209K -2,725 -34%
TCM
89
TD Capital Management
Tennessee
$406K
VWM
90
Venturi Wealth Management
Texas
$405K +$64.4K +841 +19%
MFT
91
Moisand Fitzgerald Tamayo
Florida
$403K -$30.1K -393 -7%
BFG
92
Beacon Financial Group
Texas
$394K -$66.9K -874 -15%
KFI
93
Key Financial Inc
Pennsylvania
$391K -$119K -1,552 -23%
OIA
94
OneDigital Investment Advisors
Kansas
$390K -$1.15K -15 -0.3%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$378K -$57.6K -752 -13%
GWM
96
Geneos Wealth Management
Colorado
$373K -$111K -1,453 -23%
ECM
97
Evergreen Capital Management
Washington
$369K +$362K +4,731 New
SC
98
Savant Capital
Illinois
$358K +$4.29K +56 +1%
BHWM
99
Bay Harbor Wealth Management
Maryland
$356K -$509K -6,649 -59%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$348K +$24.2K +316 +8%

RWR Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2020, worth a combined $931M — down 13% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 28 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 39 added.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $9.89M. The largest seller was State Street, cutting an estimated $72.2M.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2020, down from 219 in Q1 2020.
  • Funds reported $931M of State Street SPDR Dow Jones REIT ETF stock for Q2 2020, down 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2020 and 29 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2020 was Alpine Global Management, an estimated $9.89M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2020 was State Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.