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State Street SPDR Dow Jones REIT ETF

202 hedge funds and large institutions have $818M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $780K | Put options by funds: $595K

0.78% less ownership

Funds ownership: 68.78%68% (-0.78%)

6% less funds holding

Funds holding: 215202 (-13)

12% less capital invested

Capital invested by funds: $931M → $818M (-$113M)

39% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 75

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
46
Reduced
75
Closed
28
Calls
$780K
Puts
$595K
Net Calls
+$185K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
126
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$109K
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$105K -$13K -164 -11%
CAL
128
Capital Analysts LLC
Pennsylvania
$103K +$21.8K +274 +26%
CFGS
129
Concourse Financial Group Securities
Alabama
$100K +$55.7K +700 +120%
Citigroup
130
Citigroup
New York
$97K +$80 +1 +0.1%
CC
131
Cassaday & Co
Virginia
$77K -$318 -4 -0.4%
AIM
132
Axiom Investment Management
New York
$77K
OIA
133
Optimum Investment Advisors
Illinois
$74K
TPCW
134
TD Private Client Wealth
New York
$73.2K +$1.59K +20 +2%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$70K
POIA
136
Pin Oak Investment Advisors
Texas
$67K -$164K -2,067 -71%
CFD
137
Creative Financial Designs
Indiana
$65K -$7.79K -98 -11%
ABC
138
Associated Banc-Corp
Wisconsin
$65K +$7K +88 +12%
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$48K
HWA
141
Heritage Wealth Advisors
Virginia
$47.2K
ACA
142
Aptus Capital Advisors
Alabama
$46K +$39.5K +496 New
OC
143
Oakworth Capital
Alabama
$45K
MLFP
144
MPS Loria Financial Planners
Illinois
$38K +$3.1K +39 +9%
VFA
145
Valeo Financial Advisors
Indiana
$36K
BW
146
Bison Wealth
Georgia
$35K -$7.16K -90 -17%
QCMC
147
Quantum Capital Management (California)
California
$35K +$7.88K +99 +28%
APWM
148
Atlas Private Wealth Management
New York
$30K
DSC
149
Duncker Streett & Co
Missouri
$27K
BCMIO
150
Beacon Capital Management Inc (Ohio)
Ohio
$26K

RWR Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2020, worth a combined $818M — down 12% from $931M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWR and 17 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 46 added.

The largest buyer was Royal Bank of Canada, adding an estimated $4.99M. The largest seller was Northern Trust, cutting an estimated $34.1M.

  • 202 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2020, down from 215 in Q2 2020.
  • Funds reported $818M of State Street SPDR Dow Jones REIT ETF stock for Q3 2020, down 12% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2020 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $4.99M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2020 was Northern Trust, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2020.