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State Street SPDR Dow Jones REIT ETF

198 hedge funds and large institutions have $2.07B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 72.72%72.11% (-0.61%)

7% less capital invested

Capital invested by funds: $2.22B → $2.07B (-$148M)

7% less funds holding

Funds holding: 214198 (-16)

34% less call options, than puts

Call options by funds: $472K | Put options by funds: $714K

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
16
Increased
50
Reduced
82
Closed
29
Calls
$472K
Puts
$714K
Net Calls
-$242K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
101
Valmark Advisers
Ohio
$440K -$11.6K -125 -3%
PO
102
Private Ocean
California
$419K +$929 +10 +0.2%
Asset Management One
103
Asset Management One
Japan
$415K +$66K +710 +19%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$412K -$33.7K -363 -8%
CNBT
105
Canandaigua National Bank & Trust
New York
$406K -$13.2K -142 -3%
CFD
106
Creative Financial Designs
Indiana
$377K -$4.27K -46 -1%
MSAM
107
Moloney Securities Asset Management
Missouri
$375K -$27.6K -297 -7%
CW
108
Cobiz Wealth
Colorado
$361K -$6.78K -73 -2%
BRF
109
B. Riley Financial
California
$361K +$363K +3,906 New
CCA
110
Clearwater Capital Advisors
Illinois
$351K
BL
111
Balentine LLC
Georgia
$348K
FAAS
112
First Allied Advisory Services
California
$339K -$397K -4,268 -54%
RJT
113
Raymond James Trust
Florida
$332K -$40.5K -436 -11%
GRP
114
Global Retirement Partners
California
$312K +$18.4K +198 +6%
Mariner
115
Mariner
Kansas
$303K -$65.6K -706 -18%
WPA
116
West Paces Advisors
Georgia
$302K -$82.1K -884 -21%
DWT
117
Dorsey & Whitney Trust
South Dakota
$301K
BF
118
BOK Financial
Oklahoma
$300K -$22.8K -245 -7%
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$299K
PWM
120
Perigon Wealth Management
California
$289K -$195K -2,102 -40%
SI
121
SII Investments
Wisconsin
$285K +$286K +3,073 New
Millennium Management
122
Millennium Management
New York
$272K +$37.2K +400 +16%
GMA
123
Goldstein Munger & Associates
California
$271K
PV
124
Private Vista
Illinois
$270K +$650 +7 +0.2%
ONB
125
Old National Bancorp
Indiana
$270K +$1.67K +18 +0.6%

RWR Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2017, worth a combined $2.07B — down 6.7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 16 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 50 added.

The largest buyer was TIAA FSB, adding an estimated $23M. The largest seller was Alesco Advisors, cutting an estimated $24.6M.

  • 198 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $2.07B of State Street SPDR Dow Jones REIT ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2017 and 29 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2017 was TIAA FSB, an estimated $23M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2017 was Alesco Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.