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State Street SPDR Dow Jones REIT ETF

198 hedge funds and large institutions have $2.07B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 72.72%72.11% (-0.61%)

7% less capital invested

Capital invested by funds: $2.22B → $2.07B (-$148M)

7% less funds holding

Funds holding: 214198 (-16)

34% less call options, than puts

Call options by funds: $472K | Put options by funds: $714K

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
16
Increased
50
Reduced
82
Closed
29
Calls
$472K
Puts
$714K
Net Calls
-$242K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
126
Fifth Third Securities
Ohio
$266K -$34.2K -368 -11%
3AM
127
3D Asset Management
Connecticut
$264K -$4.37K -47 -2%
CC
128
Courier Capital
New York
$240K -$17.7K -190 -7%
RWM
129
Ritholtz Wealth Management
New York
$239K -$53.7K -578 -18%
SFA
130
Sequoia Financial Advisors
Ohio
$233K +$234K +2,518 New
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$222K -$242K -2,600 -52%
HF
132
HRT Financial
New York
$213K +$215K +2,312 New
SPWA
133
SteelBridge Private Wealth Advisors
Florida
$211K -$112K -1,200 -34%
P
134
Pitcairn
Pennsylvania
$210K
FA
135
FDx Advisors
Illinois
$204K +$205K +2,201 New
VIA
136
Vantage Investment Advisors
Pennsylvania
$201K
DOA
137
D'Orazio & Associates
Virginia
$177K -$101K -1,087 -36%
AIM
138
Advantage Investment Management
Iowa
$172K +$59.1K +636 +52%
GT
139
Glenmede Trust
Pennsylvania
$144K -$21.4K -230 -13%
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$135K +$1.11K +12 +0.8%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$116K +$20.8K +224 +22%
IA
142
IndexIQ Advisors
New York
$106K +$106K +1,141 New
PS
143
Portfolio Solutions
Michigan
$102K +$102K +1,100 New
IA
144
IFP Advisors
Florida
$100K -$91.2K -982 -48%
EWM
145
Evercore Wealth Management
New York
$100K
CHC
146
City Holding Co
West Virginia
$97K
MMG
147
Monetary Management Group
Missouri
$93K -$81.3K -875 -47%
BWP
148
Baldwin Wealth Partners
Massachusetts
$93K
CC
149
Cassaday & Co
Virginia
$93K
CAL
150
Capital Advisors Ltd
Ohio
$87K

RWR Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2017, worth a combined $2.07B — down 6.7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 16 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 50 added.

The largest buyer was TIAA FSB, adding an estimated $23M. The largest seller was Alesco Advisors, cutting an estimated $24.6M.

  • 198 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $2.07B of State Street SPDR Dow Jones REIT ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2017 and 29 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2017 was TIAA FSB, an estimated $23M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2017 was Alesco Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.