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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Greenleaf Trust
Michigan
$721K +$802K +7,584 New
CFP
102
Curran Financial Partners
South Carolina
$711K -$61.6K -582 -7%
CFB
103
Cullen/Frost Bankers
Texas
$704K -$38.1K -360 -5%
EWM
104
Empirical Wealth Management
Washington
$679K -$15.9K -150 -2%
SF
105
Synovus Financial
Georgia
$655K +$13.9K +131 +2%
CAN
106
Cetera Advisor Networks
California
$638K +$61.9K +585 +10%
SFP
107
Strategic Financial Partners
Oregon
$631K -$2.12K -20 -0.3%
KFI
108
Key Financial Inc
Pennsylvania
$630K +$197K +1,860 +40%
RJT
109
Raymond James Trust
Florida
$626K +$296K +2,800 +74%
SW
110
SVB Wealth
Massachusetts
$621K -$55K -520 -7%
CWM
111
ClientFirst Wealth Management
Arkansas
$594K
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$592K -$14.3K -135 -2%
EH
113
Equitable Holdings
New York
$560K +$391K +3,694 +168%
CAM
114
Cresset Asset Management
Illinois
$550K +$212 +2 +0%
EVM
115
Eaton Vance Management
Massachusetts
$543K
LF
116
Lee Financial
Texas
$540K -$27K -255 -4%
Cohen & Steers
117
Cohen & Steers
New York
$532K +$592K +5,595 +139,875%
MA
118
Mutual Advisors
Nebraska
$521K +$317 +3 +0.1%
UCFA
119
United Capital Financial Advisors
Texas
$509K -$35.1K -332 -6%
TCM
120
TD Capital Management
Tennessee
$495K
EWA
121
Exencial Wealth Advisors
Oklahoma
$494K -$9.31K -88 -2%
PWM
122
PRW Wealth Management
Massachusetts
$466K
GT
123
Glenmede Trust
Pennsylvania
$456K -$2.86K -27 -0.6%
MFT
124
Moisand Fitzgerald Tamayo
Florida
$456K +$65.3K +617 +15%
AWA
125
Alta Wealth Advisors
Massachusetts
$455K

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.