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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $1.85B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 215215 (0)

0% more call options, than puts

Call options by funds: $252K | Put options by funds: $252K

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$666K)

1.54% less ownership

Funds ownership: 72.49%70.95% (-1.5%)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
57
Reduced
69
Closed
22
Calls
$252K
Puts
$252K
Net Calls
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
126
BOK Financial
Oklahoma
$251K
GWM
127
Geneos Wealth Management
Colorado
$250K +$205K +2,164 +411%
3AM
128
3D Asset Management
Connecticut
$238K +$10.3K +109 +4%
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$224K
CPIG
130
Chicago Partners Investment Group
Illinois
$219K +$47.1K +496 +26%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$213K -$48.1K -507 -18%
MWP
132
MYCIO Wealth Partners
Pennsylvania
$213K +$216K +2,279 New
CC
133
Courier Capital
New York
$208K
VIA
134
Vantage Investment Advisors
Pennsylvania
$198K
SG Americas Securities
135
SG Americas Securities
New York
$164K +$167K +1,762 New
RFC
136
Regions Financial Corp
Alabama
$145K -$3.23K -34 -2%
GT
137
Glenmede Trust
Pennsylvania
$145K
TC
138
Truvestments Capital
Florida
$141K -$115K -1,208 -44%
OIA
139
Optimum Investment Advisors
Illinois
$117K
Citigroup
140
Citigroup
New York
$114K +$32.4K +341 +39%
FHB
141
First Hawaiian Bank
Hawaii
$99K +$100K +1,057 New
CHC
142
City Holding Co
West Virginia
$98K
MMG
143
Monetary Management Group
Missouri
$93K
CC
144
Cassaday & Co
Virginia
$92K
CAL
145
Capital Advisors Ltd
Ohio
$88K
William Blair & Company
146
William Blair & Company
Illinois
$82K +$72.1K +760 +639%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$78K +$79.4K +837 New
FA
148
Fortis Advisors
Pennsylvania
$76K +$949 +10 +1%
CFG
149
Citizens Financial Group
Rhode Island
$75K
LA
150
Legacy Advisors
Pennsylvania
$74K

RWR Hedge Fund Activity: Q3 2018 in Review

215 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2018, worth a combined $1.85B — down 0.04% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWR positions and 22 closed out — a net gain of 2 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was State Street, adding an estimated $46.5M. The largest seller was Independent Order of Foresters, exiting entirely with an estimated $64.7M sold.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q3 2018, down 0.04% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2018 was State Street, an estimated $46.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2018 was Independent Order of Foresters, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2018.