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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
126
Aspiriant LLC
California
$479K
CAG
127
Csenge Advisory Group
Florida
$463K -$61.6K -595 -12%
SC
128
Savant Capital
Illinois
$463K -$828 -8 -0.2%
PO
129
Private Ocean
California
$461K -$9.21K -89 -2%
SS
130
Simplicity Solutions
Minnesota
$444K +$451K +4,353 New
FRA
131
Front Row Advisors
California
$439K
GBBWRPM
132
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$427K
BFG
133
Beacon Financial Group
Texas
$395K +$15.1K +146 +4%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$388K -$12.5K -121 -3%
IA
135
IFP Advisors
Florida
$386K -$881K -8,509 -69%
VWM
136
Venturi Wealth Management
Texas
$381K +$48.1K +465 +14%
JWA
137
JFS Wealth Advisors
Pennsylvania
$376K -$5.17K -50 -1%
SC
138
SouthState Corp
Florida
$369K -$9.94K -96 -3%
Wolverine Trading
139
Wolverine Trading
Illinois
$361K +$168K +1,621 +83%
DAS
140
Dynamic Advisor Solutions
Arizona
$353K
UWPG
141
Ullmann Wealth Partners Group
Florida
$349K -$499K -4,825 -59%
MBT
142
Montecito Bank & Trust
California
$347K -$24.7K -239 -7%
IA
143
IFG Advisory
Georgia
$347K +$59.5K +575 +20%
CPA
144
Capital Planning Advisors
California
$344K -$1.66K -16 -0.5%
RPC
145
Rossmore Private Capital
Connecticut
$337K
BF
146
BOK Financial
Oklahoma
$327K -$5.28K -51 -2%
FAAS
147
First Allied Advisory Services
California
$327K -$2.79K -27 -0.8%
Deutsche Bank
148
Deutsche Bank
Germany
$326K
EWM
149
Evermay Wealth Management
Virginia
$320K
SW
150
SVB Wealth
Massachusetts
$310K +$7.35K +71 +2%

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.