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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$781K -$20.3K -199 -3%
PFA
102
Pure Financial Advisors
California
$776K -$92.3K -906 -11%
CAN
103
Cetera Advisor Networks
California
$737K -$6.83K -67 -0.9%
SPC
104
Sigma Planning Corp
Michigan
$716K +$1.53K +15 +0.2%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$712K -$27.6K -271 -4%
TCM
106
TD Capital Management
Tennessee
$677K +$1.12K +11 +0.2%
MFT
107
Moisand Fitzgerald Tamayo
Florida
$656K +$9.27K +91 +1%
VF
108
Virtu Financial
New York
$620K +$604K +5,926 New
CHC
109
City Holding Co
West Virginia
$619K +$348K +3,410 +136%
EHPM
110
Emery Howard Portfolio Management
California
$616K +$4.99K +49 +0.8%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$612K +$38K +373 +7%
EVM
112
Eaton Vance Management
Massachusetts
$608K
JMPWA
113
JP Morgan Private Wealth Advisors
California
$594K +$56.3K +552 +11%
GWM
114
Geneos Wealth Management
Colorado
$577K +$52K +510 +10%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$564K -$15.3K -150 -3%
CAG
116
Csenge Advisory Group
Florida
$537K +$524K +5,137 New
OIA
117
OneDigital Investment Advisors
Kansas
$523K +$61.1K +600 +14%
PV
118
Private Vista
Illinois
$511K
AL
119
Aspiriant LLC
California
$491K
PAS
120
Park Avenue Securities
New York
$484K +$262K +2,573 +125%
BTS
121
BB&T Securities
Virginia
$483K -$2.04K -20 -0.4%
PO
122
Private Ocean
California
$481K
SC
123
Savant Capital
Illinois
$475K
FRA
124
Front Row Advisors
California
$450K -$11.1K -109 -2%
GBBWRPM
125
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$438K

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.