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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$409K -$5.1K -50 -1%
JWA
127
JFS Wealth Advisors
Pennsylvania
$391K -$36.5K -358 -9%
RJT
128
Raymond James Trust
Florida
$391K +$57.4K +563 +18%
BFG
129
Beacon Financial Group
Texas
$390K +$9.99K +98 +3%
SC
130
SouthState Corp
Florida
$388K
GIA
131
Gladstone Institutional Advisory
Florida
$382K -$64.2K -630 -15%
MBT
132
Montecito Bank & Trust
California
$380K -$93.6K -918 -20%
OCM
133
One Capital Management
California
$375K +$4.69K +46 +1%
HPC
134
Hobart Private Capital
North Carolina
$370K +$87.5K +859 +32%
DAS
135
Dynamic Advisor Solutions
Arizona
$362K +$353K +3,464 New
FWM
136
Foresight Wealth Management
Utah
$361K -$70.6K -693 -17%
CPA
137
Capital Planning Advisors
California
$354K
RPC
138
Rossmore Private Capital
Connecticut
$345K -$15.8K -155 -4%
VWM
139
Venturi Wealth Management
Texas
$342K +$99.6K +977 +43%
BF
140
BOK Financial
Oklahoma
$341K +$1.53K +15 +0.5%
FAAS
141
First Allied Advisory Services
California
$337K -$11.6K -114 -3%
Deutsche Bank
142
Deutsche Bank
Germany
$334K +$326K +3,200 New
EWM
143
Evermay Wealth Management
Virginia
$328K +$320K +3,141 New
CPIG
144
Chicago Partners Investment Group
Illinois
$326K +$60.6K +595 +24%
CFD
145
Creative Financial Designs
Indiana
$321K +$6.42K +63 +2%
TI
146
Truepoint Inc
Ohio
$315K
SW
147
SVB Wealth
Massachusetts
$310K
Asset Management One
148
Asset Management One
Japan
$307K -$83.6K -820 -22%
GMA
149
Goldstein Munger & Associates
California
$307K
EWA
150
EP Wealth Advisors
California
$307K +$40.6K +398 +16%

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.