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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.97B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 245247 (+2)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.92% less ownership

Funds ownership: 78.72%77.8% (-0.92%)

14% less capital invested

Capital invested by funds: $2.3B → $1.97B (-$330M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
5.36%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
30
Increased
72
Reduced
72
Closed
23
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
101
Cetera Advisor Networks
California
$704K +$97.3K +980 +16%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$699K -$24.5K -247 -3%
SPC
103
Sigma Planning Corp
Michigan
$675K -$3.67K -37 -0.5%
William Blair & Company
104
William Blair & Company
Illinois
$641K +$633K +6,370 +5,353%
TCM
105
TD Capital Management
Tennessee
$638K +$1.09K +11 +0.2%
ACP
106
Aveo Capital Partners
Colorado
$638K +$275K +2,764 +77%
CFB
107
Cullen/Frost Bankers
Texas
$622K -$92.3K -929 -13%
MFT
108
Moisand Fitzgerald Tamayo
Florida
$611K -$3.58K -36 -0.6%
EHPM
109
Emery Howard Portfolio Management
California
$577K +$5.07K +51 +0.9%
EVM
110
Eaton Vance Management
Massachusetts
$574K -$8.44K -85 -1%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$548K +$90.5K +911 +20%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$541K +$15.8K +159 +3%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$507K -$2.88K -29 -0.6%
GWM
114
Geneos Wealth Management
Colorado
$494K +$260K +2,616 +109%
PV
115
Private Vista
Illinois
$484K -$10K -101 -2%
AL
116
Aspiriant LLC
California
$464K
BTS
117
BB&T Securities
Virginia
$457K
PO
118
Private Ocean
California
$454K +$1.09K +11 +0.2%
MBT
119
Montecito Bank & Trust
California
$450K
SC
120
Savant Capital
Illinois
$449K +$451K +4,545 New
FRA
121
Front Row Advisors
California
$436K
OIA
122
OneDigital Investment Advisors
Kansas
$435K +$437K +4,400 New
SIA
123
Strategic Investment Advisors
Michigan
$431K +$65.6K +660 +18%
GIA
124
Gladstone Institutional Advisory
Florida
$423K -$117K -1,178 -22%
GBBWRPM
125
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$414K

RWR Hedge Fund Activity: Q2 2019 in Review

247 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2019, worth a combined $1.97B — down 14% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWR positions and 23 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $68M. The largest seller was TIAA FSB, cutting an estimated $541M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $1.97B of State Street SPDR Dow Jones REIT ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2019 and 23 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2019 was State Street, an estimated $68M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2019 was TIAA FSB, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2019.