State Street SPDR Dow Jones REIT ETF
223 hedge funds and large institutions have $963M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 17 closing their positions.
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
18% more capital invested
Capital invested by funds: $818M → $963M (+$146M)
10% more funds holding
Funds holding: 202 → 223 (+21)
3.3% more ownership
Funds ownership: 68% → 71.3% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 67
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $694K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$36.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$14.1M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$13.4M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$10M |
| 5 |
Morgan Stanley
New York
|
+$8.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$10.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.48M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.29M |
| 4 |
Goldman Sachs
New York
|
-$4.28M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.96M |
RWR Hedge Fund Activity: Q4 2020 in Review
223 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2020, worth a combined $963M — up 18% from $818M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new RWR positions and 17 closed out — a net gain of 24 holders — while 50 added to existing stakes and 67 trimmed.
The largest buyer was Charles Schwab, adding an estimated $36.6M. The largest seller was Northern Trust, cutting an estimated $10.9M.
- 223 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2020, up from 202 in Q3 2020.
- Funds reported $963M of State Street SPDR Dow Jones REIT ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 41 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2020 and 17 closed out, a net change of +24 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2020 was Charles Schwab, an estimated $36.6M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2020 was Northern Trust, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2020.