RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

224 hedge funds and large institutions have $2.46B invested in SPDR Dow Jones REIT ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
5.61%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
38
Increased
57
Reduced
78
Closed
31
Calls
$7.88M
Puts
$3.24M
Net Calls
+$4.64M
Net Calls Change
+$3.8M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$394M
2
Bank of America
2
Bank of America
North Carolina
$228M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$15.9M
4
SG Americas Securities
4
SG Americas Securities
New York
$6.43M
5
Wells Fargo
5
Wells Fargo
California
$362M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$132M
2
BL
2
Balentine LLC
Georgia
$360K
3
PPA
3
Parametric Portfolio Associates
Washington
$470K
4
State Street
4
State Street
Massachusetts
$144M
5
Morgan Stanley
5
Morgan Stanley
New York
$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
126
BOK Financial
Oklahoma
$345K – – –
FTS
127
Fifth Third Securities
Ohio
$329K -$2.79K -30 -0.8%
SPWA
128
SteelBridge Private Wealth Advisors
Florida
$322K +$115K +1,238 +55%
MSAM
129
Moloney Securities Asset Management
Missouri
$320K +$320K +3,425 New
WAM
130
Wealthspire Advisors (Maryland)
Maryland
$319K +$1.03K +11 +0.3%
GT
131
Glenview Trust
Kentucky
$311K +$311K +3,328 New
S
132
SignatureFD
Georgia
$306K -$30.8K -330 -9%
AG
133
Advisor Group
Arizona
$305K -$4.2M -44,745 -93%
DWT
134
Dorsey & Whitney Trust
South Dakota
$304K – – –
Fiera Capital (Canada)
135
Fiera Capital (Canada)
Quebec, Canada
$301K – – –
SC
136
Scotia Capital
Ontario, Canada
$294K +$93K +995 +46%
HIM
137
Hanlon Investment Management
New Jersey
$294K +$294K +3,145 New
ACP
138
Aveo Capital Partners
Colorado
$293K +$293K +3,142 New
RC
139
RegentAtlantic Capital
New Jersey
$292K – – –
RFM
140
Royal Fund Management
Florida
$287K +$287K +3,076 New
3AM
141
3D Asset Management
Connecticut
$283K -$21.5K -233 -7%
FCI
142
Financial Counselors Inc
Kansas
$274K +$274K +2,932 New
CFP
143
Cornerstone Financial Partners
North Carolina
$264K -$133K -1,427 -34%
CC
144
Courier Capital
New York
$264K – – –
NAMP
145
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$261K +$55.9K +600 +27%
IA
146
IFP Advisors
Florida
$260K -$40.9K -438 -14%
OC
147
Oppenheimer & Co
New York
$241K +$40.7K +437 +20%
RSA
148
Robertson Stephens Advisors
California
$233K +$233K +2,491 New
GRP
149
Global Retirement Partners
California
$220K +$220K +2,362 New
OIA
150
Optimum Investment Advisors
Illinois
$218K +$218K +2,340 New
4 5
6
7 8