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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
LF
101
Lee Financial
Texas
$614K +$986 +9 +0.2%
ARC
102
Advisor Resource Council
Texas
$611K -$805K -7,349 -56%
MA
103
Mutual Advisors
Nebraska
$606K -$64K -584 -9%
EVM
104
Eaton Vance Management
Massachusetts
$602K
APA
105
American Portfolios Advisors
New York
$588K -$209K -1,905 -25%
CAN
106
Cetera Advisor Networks
California
$567K +$6.91K +63 +1%
Franklin Resources
107
Franklin Resources
California
$563K
KIG
108
Kessler Investment Group
Indiana
$563K +$585K +5,338 New
TCM
109
TD Capital Management
Tennessee
$549K
KFI
110
Key Financial Inc
Pennsylvania
$533K
JMPWA
111
JP Morgan Private Wealth Advisors
California
$527K +$68.5K +625 +14%
MFT
112
Moisand Fitzgerald Tamayo
Florida
$523K -$9.32K -85 -2%
RJT
113
Raymond James Trust
Florida
$510K -$1.21K -11 -0.2%
Comerica Bank
114
Comerica Bank
Texas
$510K +$492K +4,487 New
GT
115
Glenmede Trust
Pennsylvania
$506K
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$506K +$18.2K +166 +4%
CA
117
Clearstead Advisors
Ohio
$492K +$3.62K +33 +0.7%
AWA
118
Alta Wealth Advisors
Massachusetts
$489K
OIA
119
OneDigital Investment Advisors
Kansas
$467K +$986 +9 +0.2%
GWM
120
Geneos Wealth Management
Colorado
$465K -$27.5K -251 -5%
DI
121
Disciplined Investments
Oklahoma
$459K
PO
122
Private Ocean
California
$441K -$3.07K -28 -0.7%
BSW
123
Buckingham Strategic Wealth
Missouri
$441K +$17.6K +161 +4%
JWA
124
JFS Wealth Advisors
Pennsylvania
$434K +$1.21K +11 +0.3%
BMWM
125
Brown Miller Wealth Management
Virginia
$430K +$448K +4,087 New

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.