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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.97B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 245247 (+2)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.92% less ownership

Funds ownership: 78.72%77.8% (-0.92%)

14% less capital invested

Capital invested by funds: $2.3B → $1.97B (-$330M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
5.36%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
30
Increased
72
Reduced
72
Closed
23
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
Foresight Wealth Management
Utah
$409K
JWA
127
JFS Wealth Advisors
Pennsylvania
$405K -$11.9K -120 -3%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$392K -$11.6K -117 -3%
MSAM
129
Moloney Securities Asset Management
Missouri
$381K -$2.09K -21 -0.5%
Asset Management One
130
Asset Management One
Japan
$371K -$90.4K -910 -19%
SC
131
SouthState Corp
Florida
$366K
BFG
132
Beacon Financial Group
Texas
$359K +$360K +3,629 New
OCM
133
One Capital Management
California
$349K
FNBT
134
FineMark National Bank & Trust
Florida
$344K +$70.3K +708 +26%
RPC
135
Rossmore Private Capital
Connecticut
$341K
FTS
136
Fifth Third Securities
Ohio
$337K -$20.7K -208 -6%
CPA
137
Capital Planning Advisors
California
$335K +$1.59K +16 +0.5%
FAAS
138
First Allied Advisory Services
California
$330K -$4.67K -47 -1%
AWM
139
AE Wealth Management
Kansas
$330K +$101K +1,020 +44%
BF
140
BOK Financial
Oklahoma
$320K +$17.8K +179 +6%
Deutsche Bank
141
Deutsche Bank
Germany
$316K -$318K -3,200 Closed
RJT
142
Raymond James Trust
Florida
$313K -$19.9K -200 -6%
CFD
143
Creative Financial Designs
Indiana
$310K -$9.83K -99 -3%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$310K +$311K +3,133 New
TC
145
TownSquare Capital
Utah
$305K +$17.7K +178 +6%
TI
146
Truepoint Inc
Ohio
$298K
MAS
147
Managed Account Services
Florida
$293K -$11.6K -117 -4%
SW
148
SVB Wealth
Massachusetts
$293K +$295K +2,965 New
ACM
149
Armbruster Capital Management
New York
$291K
GMA
150
Goldstein Munger & Associates
California
$290K

RWR Hedge Fund Activity: Q2 2019 in Review

247 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2019, worth a combined $1.97B — down 14% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWR positions and 23 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $68M. The largest seller was TIAA FSB, cutting an estimated $541M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $1.97B of State Street SPDR Dow Jones REIT ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2019 and 23 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2019 was State Street, an estimated $68M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2019 was TIAA FSB, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2019.