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State Street SPDR Dow Jones REIT ETF

238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $435K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

0.88% more ownership

Funds ownership: 65.84%66.72% (+0.88%)

1% more funds holding

Funds holding: 236238 (+2)

5% less capital invested

Capital invested by funds: $888M → $841M (-$47M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
76
HRT Financial
New York
$691K +$258K +2,869 +52%
BFG
77
Beacon Financial Group
Texas
$681K -$2.25K -25 -0.3%
Renaissance Technologies
78
Renaissance Technologies
New York
$680K +$737K +8,200 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$675K -$39.4K -438 -5%
Comerica Bank
80
Comerica Bank
Texas
$668K +$724K +8,059 New
E
81
ETFidea
New York
$654K -$93.2K -1,037 -12%
CAN
82
Cetera Advisor Networks
California
$641K +$63.6K +708 +10%
FFM
83
Forum Financial Management
Illinois
$624K -$180 -2 -0%
UCFA
84
United Capital Financial Advisors
Texas
$618K -$92.6K -1,030 -12%
NAM
85
NTV Asset Management
West Virginia
$618K -$19.3K -215 -3%
OCM
86
One Capital Management
California
$587K -$60.7K -675 -9%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$570K +$8.99K +100 +1%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$554K +$4.04K +45 +0.7%
Jane Street
89
Jane Street
New York
$546K +$591K +6,579 New
SFP
90
Strategic Financial Partners
Oregon
$541K +$1.98K +22 +0.3%
KFI
91
Key Financial Inc
Pennsylvania
$539K
SFG
92
Summit Financial Group
West Virginia
$534K -$231K -2,573 -29%
EWM
93
Empirical Wealth Management
Washington
$532K -$16.2K -180 -3%
CWM
94
ClientFirst Wealth Management
Arkansas
$518K
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$517K -$26.6K -296 -5%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$513K
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$511K -$1.35K -15 -0.2%
SF
98
Synovus Financial
Georgia
$499K +$9.53K +106 +2%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$491K -$415K -4,617 -44%
TPW
100
Transatlantique Private Wealth
New York
$484K

RWR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.

  • 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
  • Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2023.