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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$1.28M
DTC
77
Davidson Trust Company
Washington
$1.26M
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$1.24M -$41.4K -378 -3%
MWP
79
Moller Wealth Partners
$1.15M
Baird Financial Group
80
Baird Financial Group
Wisconsin
$1.15M +$11K +100 +0.9%
NAM
81
NTV Asset Management
West Virginia
$1.09M +$134K +1,225 +13%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.08M
FAIM
83
Financial Advocates Investment Management
Washington
$981K +$547K +4,989 +90%
SCA
84
Snowden Capital Advisors
New York
$961K +$115K +1,051 +13%
GC
85
Gibson Capital
Pennsylvania
$956K -$38.8K -354 -4%
BlackRock
86
BlackRock
New York
$952K
UCFA
87
United Capital Financial Advisors
Texas
$919K +$90.6K +827 +10%
FHC
88
First Heartland Consultants
Missouri
$917K +$954K +8,700 New
CWM
89
Cranbrook Wealth Management
Michigan
$903K +$110 +1 +0%
CDIA
90
Capital Directions Investment Advisors
Georgia
$900K
BFG
91
Beacon Financial Group
Texas
$869K +$3.73K +34 +0.4%
EWM
92
Empirical Wealth Management
Washington
$810K -$16.2K -148 -2%
SFG
93
Summit Financial Group
West Virginia
$787K +$58.1K +530 +8%
SFP
94
Strategic Financial Partners
Oregon
$764K +$78.9K +720 +11%
SF
95
Synovus Financial
Georgia
$731K -$44.2K -403 -6%
CFB
96
Cullen/Frost Bankers
Texas
$730K +$548 +5 +0.1%
AC
97
Abbrea Capital
California
$672K +$9.86K +90 +1%
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$671K -$13.5K -123 -2%
EHPM
99
Emery Howard Portfolio Management
California
$663K +$4.82K +44 +0.7%
MCM
100
Manchester Capital Management
Vermont
$656K

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.