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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $931M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $780K | Put options by funds: $640K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 219215 (-4)

2.43% less ownership

Funds ownership: 71.21%68.78% (-2.4%)

13% less capital invested

Capital invested by funds: $1.07B → $931M (-$138M)

59% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 94

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
39
Reduced
94
Closed
29
Calls
$780K
Puts
$640K
Net Calls
+$140K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$344K +$29.4K +384 +10%
DI
102
Disciplined Investments
Oklahoma
$339K
AW
103
Avion Wealth
Texas
$337K -$64.9K -847 -16%
PAS
104
Park Avenue Securities
New York
$332K -$556K -7,260 -63%
PO
105
Private Ocean
California
$328K -$22.5K -294 -7%
FT
106
Fiduciary Trust
Massachusetts
$321K +$315K +4,111 New
JWA
107
JFS Wealth Advisors
Pennsylvania
$306K +$31.4K +410 +12%
SW
108
SVB Wealth
Massachusetts
$302K +$296K +3,872 New
JMPWA
109
JP Morgan Private Wealth Advisors
California
$294K -$65.6K -857 -19%
FRA
110
Front Row Advisors
California
$293K -$39.1K -511 -12%
CAL
111
Capital Advisors Ltd
Ohio
$286K -$305K -3,987 -52%
SC
112
SouthState Corp
Florida
$282K
AWM
113
AE Wealth Management
Kansas
$275K -$217K -2,837 -45%
RJT
114
Raymond James Trust
Florida
$268K +$28.6K +374 +12%
CPA
115
Capital Planning Advisors
California
$263K
RPC
116
Rossmore Private Capital
Connecticut
$257K
AA
117
Alesco Advisors
New York
$246K -$3.16M -41,306 -93%
SIA
118
Strategic Investment Advisors
Michigan
$246K -$258K -3,367 -52%
LFAS
119
Level Four Advisory Services
Texas
$244K +$241K +3,146 New
VCM
120
Vivaldi Capital Management
Illinois
$231K +$216K +2,821 New
BF
121
BOK Financial
Oklahoma
$230K -$30.6K -399 -12%
POIA
122
Pin Oak Investment Advisors
Texas
$228K
WCWM
123
Wooster Corthell Wealth Management
Connecticut
$228K
FAAS
124
First Allied Advisory Services
California
$226K
Citadel Advisors
125
Citadel Advisors
Florida
$219K +$215K +2,808 New

RWR Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2020, worth a combined $931M — down 13% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 28 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 39 added.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $9.89M. The largest seller was State Street, cutting an estimated $72.2M.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2020, down from 219 in Q1 2020.
  • Funds reported $931M of State Street SPDR Dow Jones REIT ETF stock for Q2 2020, down 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2020 and 29 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2020 was Alpine Global Management, an estimated $9.89M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2020 was State Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.