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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
Falcon Wealth Planning
California
$1.16M +$875K +8,274 +212%
DTC
77
Davidson Trust Company
Washington
$1.14M
IA
78
IFP Advisors
Florida
$1.14M
Brown Advisory
79
Brown Advisory
Maryland
$1.12M +$20.4K +193 +2%
HSA
80
HBK Sorce Advisory
Pennsylvania
$1.09M -$145K -1,367 -11%
OFG
81
Omega Financial Group
California
$1.08M +$1.2M +11,317 New
GWM
82
Geneos Wealth Management
Colorado
$1.06M +$110K +1,038 +10%
SWIM
83
Smallwood Wealth Investment Management
New Jersey
$1.05M -$2.33K -22 -0.2%
MWP
84
Moller Wealth Partners
$953K -$91.2K -862 -8%
AA
85
Alesco Advisors
New York
$927K
AC
86
Abbrea Capital
California
$901K
Bank of New York Mellon
87
Bank of New York Mellon
New York
$890K
CAWM
88
Capital Advisors Wealth Management
Washington
$874K -$4.22M -39,919 -81%
SCA
89
Snowden Capital Advisors
New York
$865K -$96.8K -915 -9%
BlackRock
90
BlackRock
New York
$859K
GC
91
Gibson Capital
Pennsylvania
$853K
E
92
ETFidea
New York
$838K -$13K -123 -1%
NAM
93
NTV Asset Management
West Virginia
$834K
CWM
94
Cranbrook Wealth Management
Michigan
$833K +$15.3K +145 +2%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$825K -$221K -2,088 -19%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$797K +$319K +3,015 +56%
CDIA
97
Capital Directions Investment Advisors
Georgia
$784K -$117K -1,107 -12%
Franklin Resources
98
Franklin Resources
California
$779K +$310K +2,928 +56%
BFG
99
Beacon Financial Group
Texas
$777K +$4.02K +38 +0.5%
FFM
100
Forum Financial Management
Illinois
$728K -$6.45K -61 -0.8%

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.