RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

219 hedge funds and large institutions have $2.81B invested in 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
Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
5.85%
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
+$5.27M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$350M
2
Northern Trust
2
Northern Trust
Illinois
$396M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$11.2M
4
State Street
4
State Street
Massachusetts
$173M
5
AssetMark Inc
5
AssetMark Inc
California
$82.9M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$3.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.53M
5
TAT
5
TD Ameritrade Trust
Colorado
$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$337K +$1.09K +11 +0.3%
SIC
127
Salem Investment Counselors
North Carolina
$329K +$329K +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 +$315K +3,170 New
RC
131
RegentAtlantic Capital
New Jersey
$311K – – –
IA
132
IFP Advisors
Florida
$310K +$290K +2,918 +1,459%
P
133
Pitcairn
Pennsylvania
$306K -$36.4K -366 -11%
CA
134
Cetera Advisors
Colorado
$300K +$300K +3,020 New
ICAS
135
Investors Capital Advisory Services
Massachusetts
$285K +$1.99K +20 +0.7%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$284K +$237K +2,382 +504%
CC
137
Courier Capital
New York
$275K +$17.4K +175 +7%
FM
138
Foster & Motley
Ohio
$274K -$6.95K -70 -2%
UCFA
139
United Capital Financial Advisors
Texas
$274K +$28.9K +292 +12%
CL
140
CPWM LLC
Washington
$259K – – –
NAMP
141
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$249K – – –
CB
142
Commerce Bank
Missouri
$249K +$4.38K +44 +2%
PV
143
Private Vista
Illinois
$246K -$69.3K -688 -22%
VIA
144
Vantage Investment Advisors
Pennsylvania
$245K +$13.6K +137 +6%
OIA
145
Optimum Investment Advisors
Illinois
$233K – – –
SPWA
146
SteelBridge Private Wealth Advisors
Florida
$227K -$315K -3,113 -58%
KeyBank National Association
147
KeyBank National Association
Ohio
$226K +$226K +2,271 New
SC
148
Scotia Capital
Ontario, Canada
$207K +$207K +2,080 New
GCMG
149
Gyroscope Capital Management Group
Florida
$207K +$207K +2,084 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$202K +$202K +2,036 New
4 5
6
7 8