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State Street SPDR Dow Jones REIT ETF

214 hedge funds and large institutions have $2.22B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $837K | Put options by funds: $541K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.75% less ownership

Funds ownership: 73.48%72.72% (-0.75%)

4% less capital invested

Capital invested by funds: $2.32B → $2.22B (-$99.5M)

3% less funds holding

Funds holding: 220214 (-6)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

29% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 75

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
53
Reduced
75
Closed
24
Calls
$837K
Puts
$541K
Net Calls
+$296K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
101
Pictet Asset Management (UK)
United Kingdom
$458K
VA
102
Valmark Advisers
Ohio
$454K -$33.8K -363 -7%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$447K -$1.58K -17 -0.4%
BTS
104
BB&T Securities
Virginia
$446K +$446K +4,801 New
CNBT
105
Canandaigua National Bank & Trust
New York
$421K +$421K +4,526 New
PO
106
Private Ocean
California
$420K +$930 +10 +0.2%
MSAM
107
Moloney Securities Asset Management
Missouri
$405K
VF
108
Virtu Financial
New York
$400K +$81.4K +875 +26%
WPA
109
West Paces Advisors
Georgia
$385K
CFD
110
Creative Financial Designs
Indiana
$384K -$12.8K -138 -3%
RJT
111
Raymond James Trust
Florida
$374K -$22.5K -242 -6%
Mariner
112
Mariner
Kansas
$370K -$161K -1,730 -30%
CW
113
Cobiz Wealth
Colorado
$370K
SC
114
SouthState Corp
Florida
$358K +$2.6K +28 +0.7%
IC
115
Iconiq Capital
California
$357K -$145K -1,564 -29%
Asset Management One
116
Asset Management One
Japan
$351K +$84.6K +910 +32%
BL
117
Balentine LLC
Georgia
$350K
CCA
118
Clearwater Capital Advisors
Illinois
$342K
BF
119
BOK Financial
Oklahoma
$324K -$5.58K -60 -2%
SPWA
120
SteelBridge Private Wealth Advisors
Florida
$323K
AWM
121
AE Wealth Management
Kansas
$322K +$322K +3,468 New
DWT
122
Dorsey & Whitney Trust
South Dakota
$302K
FTS
123
Fifth Third Securities
Ohio
$301K -$31.3K -337 -9%
Fiera Capital (Canada)
124
Fiera Capital (Canada)
Quebec, Canada
$300K
GRP
125
Global Retirement Partners
California
$296K +$33.7K +362 +13%

RWR Hedge Fund Activity: Q2 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2017, worth a combined $2.22B — down 4.3% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RWR and 21 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 53 added.

The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Goldman Sachs, cutting an estimated $52.2M.

  • 214 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2017, down from 220 in Q1 2017.
  • Funds reported $2.22B of State Street SPDR Dow Jones REIT ETF stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2017 and 24 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2017 was BlackRock, an estimated $22.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2017 was Goldman Sachs, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2017.