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State Street SPDR Dow Jones REIT ETF

202 hedge funds and large institutions have $818M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $780K | Put options by funds: $595K

0.78% less ownership

Funds ownership: 68.78%68% (-0.78%)

6% less funds holding

Funds holding: 215202 (-13)

12% less capital invested

Capital invested by funds: $931M → $818M (-$113M)

39% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 75

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
46
Reduced
75
Closed
28
Calls
$780K
Puts
$595K
Net Calls
+$185K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$524K +$20K +251 +4%
CFB
77
Cullen/Frost Bankers
Texas
$516K -$55.8K -702 -10%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$506K -$50K -628 -9%
SF
79
Synovus Financial
Georgia
$484K +$482K +6,058 +3,522%
MCM
80
Manchester Capital Management
Vermont
$483K -$175K -2,200 -26%
EHPM
81
Emery Howard Portfolio Management
California
$477K +$4.22K +53 +0.9%
VWM
82
Venturi Wealth Management
Texas
$470K +$66.4K +835 +16%
BFG
83
Beacon Financial Group
Texas
$469K +$73.3K +922 +18%
EWA
84
Exencial Wealth Advisors
Oklahoma
$463K +$46.9K +589 +11%
LF
85
Lee Financial
Texas
$462K -$195K -2,450 -29%
CA
86
Clearstead Advisors
Ohio
$461K +$4.06K +51 +0.9%
EVM
87
Eaton Vance Management
Massachusetts
$445K
FAIM
88
Financial Advocates Investment Management
Washington
$439K +$449K +5,639 New
CAN
89
Cetera Advisor Networks
California
$426K -$37.3K -469 -8%
TCM
90
TD Capital Management
Tennessee
$406K
HNB
91
Huntington National Bank
Ohio
$402K
MFT
92
Moisand Fitzgerald Tamayo
Florida
$400K -$3.02K -38 -0.7%
KFI
93
Key Financial Inc
Pennsylvania
$394K
BSW
94
Buckingham Strategic Wealth
Missouri
$379K -$1.06M -13,356 -73%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$377K
GT
96
Glenmede Trust
Pennsylvania
$374K -$45.1K -567 -11%
GWM
97
Geneos Wealth Management
Colorado
$355K -$22.7K -285 -6%
SC
98
Savant Capital
Illinois
$353K -$4.77K -60 -1%
OIA
99
OneDigital Investment Advisors
Kansas
$343K -$47.7K -600 -12%
Franklin Resources
100
Franklin Resources
California
$343K

RWR Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2020, worth a combined $818M — down 12% from $931M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWR and 17 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 46 added.

The largest buyer was Royal Bank of Canada, adding an estimated $4.99M. The largest seller was Northern Trust, cutting an estimated $34.1M.

  • 202 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2020, down from 215 in Q2 2020.
  • Funds reported $818M of State Street SPDR Dow Jones REIT ETF stock for Q3 2020, down 12% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2020 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $4.99M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2020 was Northern Trust, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2020.