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State Street SPDR Dow Jones REIT ETF

220 hedge funds and large institutions have $2.32B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $479K

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.45% less ownership

Funds ownership: 73.93%73.48% (-0.45%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 224220 (-4)

6% less capital invested

Capital invested by funds: $2.46B → $2.32B (-$141M)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
5.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
63
Reduced
85
Closed
25
Calls
$1.2M
Puts
$479K
Net Calls
+$718K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
101
Emery Howard Portfolio Management
California
$498K +$3.35K +36 +0.7%
VA
102
Valmark Advisers
Ohio
$484K -$91.9M -987,416 -99%
PAMU
103
Pictet Asset Management (UK)
United Kingdom
$461K
JWA
104
JFS Wealth Advisors
Pennsylvania
$458K
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$445K -$64.3K -691 -13%
PO
106
Private Ocean
California
$416K +$651 +7 +0.2%
MSAM
107
Moloney Securities Asset Management
Missouri
$402K +$86.4K +929 +27%
AG
108
Advisor Group
Arizona
$397K +$96.9K +1,041 +32%
CFD
109
Creative Financial Designs
Indiana
$394K -$81.8K -879 -17%
RJT
110
Raymond James Trust
Florida
$394K -$68.7K -738 -15%
RFM
111
Royal Fund Management
Florida
$392K +$110K +1,182 +38%
WPA
112
West Paces Advisors
Georgia
$383K -$160K -1,715 -29%
CFA
113
CT Financial Advisors
Pennsylvania
$373K -$16.2K -174 -4%
CW
114
Cobiz Wealth
Colorado
$367K -$15.2K -163 -4%
SC
115
SouthState Corp
Florida
$353K -$44.4K -477 -11%
CCA
116
Clearwater Capital Advisors
Illinois
$350K
BL
117
Balentine LLC
Georgia
$349K -$9.03K -97 -3%
FTS
118
Fifth Third Securities
Ohio
$330K +$4.65K +50 +1%
BF
119
BOK Financial
Oklahoma
$328K -$14K -151 -4%
SPWA
120
SteelBridge Private Wealth Advisors
Florida
$321K
FAAS
121
First Allied Advisory Services
California
$318K -$538K -5,779 -63%
VF
122
Virtu Financial
New York
$316K +$319K +3,424 New
S
123
SignatureFD
Georgia
$302K
DWT
124
Dorsey & Whitney Trust
South Dakota
$300K
Fiera Capital (Canada)
125
Fiera Capital (Canada)
Quebec, Canada
$298K

RWR Hedge Fund Activity: Q1 2017 in Review

220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2017, worth a combined $2.32B — down 5.7% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RWR and 23 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 63 added.

The largest buyer was Goldman Sachs, adding an estimated $58M. The largest seller was Valmark Advisers, cutting an estimated $91.9M.

  • 220 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2017, down from 224 in Q4 2016.
  • Funds reported $2.32B of State Street SPDR Dow Jones REIT ETF stock for Q1 2017, down 5.7% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2017 and 25 closed out, a net change of -2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2017 was Goldman Sachs, an estimated $58M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2017 was Valmark Advisers, an estimated $91.9M sold.

Based on aggregated 13F filings for Q1 2017.