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State Street SPDR Dow Jones REIT ETF

219 hedge funds and large institutions have $2.81B invested in State Street SPDR Dow Jones REIT ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more capital invested

Capital invested by funds: $2.61B → $2.81B (+$197M)

6% more funds holding

Funds holding: 207219 (+12)

0.44% less ownership

Funds ownership: 74.19%73.74% (-0.44%)

29% less call options, than puts

Call options by funds: $3.08M | Put options by funds: $4.34M

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
5.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
31
Increased
80
Reduced
64
Closed
18
Calls
$3.08M
Puts
$4.34M
Net Calls
-$1.26M
Net Calls Change
+$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$337K +$1.04K +11 +0.3%
SIC
127
Salem Investment Counselors
North Carolina
$329K +$752K +7,945 New
DWT
128
Dorsey & Whitney Trust
South Dakota
$323K
Fiera Capital (Canada)
129
Fiera Capital (Canada)
Quebec, Canada
$321K
SFA
130
Sequoia Financial Advisors
Ohio
$315K +$300K +3,170 New
RC
131
RegentAtlantic Capital
New Jersey
$311K
IA
132
IFP Advisors
Florida
$310K +$276K +2,918 +1,459%
P
133
Pitcairn
Pennsylvania
$306K -$34.7K -366 -11%
CA
134
Cetera Advisors
Colorado
$300K +$286K +3,020 New
ICAS
135
Investors Capital Advisory Services
Massachusetts
$285K +$1.89K +20 +0.7%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$284K +$226K +2,382 +504%
CC
137
Courier Capital
New York
$275K +$16.6K +175 +7%
FM
138
Foster & Motley
Ohio
$274K -$6.63K -70 -2%
UCFA
139
United Capital Financial Advisors
Texas
$274K +$27.7K +292 +12%
CL
140
CPWM LLC
Washington
$259K
NAMP
141
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$249K
CB
142
Commerce Bank
Missouri
$249K +$4.17K +44 +2%
PV
143
Private Vista
Illinois
$246K -$65.2K -688 -22%
VIA
144
Vantage Investment Advisors
Pennsylvania
$245K +$13K +137 +6%
OIA
145
Optimum Investment Advisors
Illinois
$233K
SPWA
146
SteelBridge Private Wealth Advisors
Florida
$227K -$295K -3,113 -58%
KeyBank National Association
147
KeyBank National Association
Ohio
$226K +$215K +2,271 New
SC
148
Scotia Capital
Ontario, Canada
$207K +$197K +2,080 New
GCMG
149
Gyroscope Capital Management Group
Florida
$207K +$197K +2,084 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$202K +$193K +2,036 New

RWR Hedge Fund Activity: Q2 2016 in Review

219 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2016, worth a combined $2.81B — up 7.5% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RWR positions and 18 closed out — a net gain of 13 holders — while 80 added to existing stakes and 64 trimmed.

The largest buyer was TIAA CREF Trust, adding an estimated $22.7M. The largest seller was LPL Financial, cutting an estimated $11.3M.

  • 219 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2016, up from 207 in Q1 2016.
  • Funds reported $2.81B of State Street SPDR Dow Jones REIT ETF stock for Q2 2016, up 7.5% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2016 and 18 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2016 was TIAA CREF Trust, an estimated $22.7M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2016 was LPL Financial, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2016.