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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $1.85B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 215215 (0)

0% more call options, than puts

Call options by funds: $252K | Put options by funds: $252K

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$666K)

1.54% less ownership

Funds ownership: 72.49%70.95% (-1.5%)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
57
Reduced
69
Closed
22
Calls
$252K
Puts
$252K
Net Calls
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MUFG Americas
New York
$430K -$187K -1,968 -30%
PO
102
Private Ocean
California
$426K +$1.42K +15 +0.3%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$426K +$51.6K +544 +14%
BTS
104
BB&T Securities
Virginia
$424K
BRWM
105
B. Riley Wealth Management
Tennessee
$420K +$427K +4,506 New
PV
106
Private Vista
Illinois
$393K +$379 +4 +0.1%
AWM
107
AE Wealth Management
Kansas
$391K +$398K +4,194 New
SFG
108
StrategIQ Financial Group
Indiana
$388K -$1.34M -14,116 -77%
MSAM
109
Moloney Securities Asset Management
Missouri
$361K
SI
110
Stephens Inc
Arkansas
$354K
ACM
111
Armbruster Capital Management
New York
$350K
SC
112
SouthState Corp
Florida
$346K -$7.12K -75 -2%
CFD
113
Creative Financial Designs
Indiana
$336K -$27.3K -288 -7%
RPC
114
Rossmore Private Capital
Connecticut
$335K
FNBT
115
FineMark National Bank & Trust
Florida
$332K
FTS
116
Fifth Third Securities
Ohio
$328K +$19.2K +202 +6%
RJT
117
Raymond James Trust
Florida
$321K -$11.9K -125 -4%
AP
118
Advisor Partners
California
$307K +$312K +3,291 New
Deutsche Bank
119
Deutsche Bank
Germany
$306K +$8.06K +85 +3%
DWT
120
Dorsey & Whitney Trust
South Dakota
$303K
CW
121
Cobiz Wealth
Colorado
$300K -$5.88K -62 -2%
PAM
122
Palisade Asset Management
Minnesota
$287K
TI
123
Truepoint Inc
Ohio
$281K
GMA
124
Goldstein Munger & Associates
California
$274K
POIA
125
Pin Oak Investment Advisors
Texas
$273K

RWR Hedge Fund Activity: Q3 2018 in Review

215 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2018, worth a combined $1.85B — down 0.04% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWR positions and 22 closed out — a net gain of 2 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was State Street, adding an estimated $46.5M. The largest seller was Independent Order of Foresters, exiting entirely with an estimated $64.7M sold.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q3 2018, down 0.04% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2018 was State Street, an estimated $46.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2018 was Independent Order of Foresters, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2018.