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State Street SPDR Dow Jones REIT ETF

235 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.03B → $1.17B (+$138M)

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

4% more funds holding

Funds holding: 226235 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.44% less ownership

Funds ownership: 69.13%61.69% (-7.4%)

24% less call options, than puts

Call options by funds: $808K | Put options by funds: $1.07M

Holders
235
Holders Change
+9
Holders Change %
+3.98%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
71
Reduced
63
Closed
23
Calls
$808K
Puts
$1.07M
Net Calls
-$262K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
126
Allen Capital Group
Nebraska
$324K -$13.1K -128 -4%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$314K +$33.8K +330 +12%
WPWM
128
Windward Private Wealth Management
Kansas
$313K -$145K -1,415 -32%
NWA
129
Navis Wealth Advisors
New York
$309K +$1.95K +19 +0.6%
AIC
130
Ameritas Investment Company
Nebraska
$285K -$66.6K -650 -74%
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$281K
MAS
132
Managed Account Services
Florida
$277K
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$273K +$4.92K +48 +2%
DWT
134
Dorsey & Whitney Trust
South Dakota
$273K +$266K +2,600 New
MSAM
135
Moloney Securities Asset Management
Missouri
$265K +$7.68K +75 +3%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$252K
PFWA
137
Paces Ferry Wealth Advisors
Georgia
$250K +$1.54K +15 +0.6%
RPC
138
Rossmore Private Capital
Connecticut
$242K
BAAM
139
Baker Avenue Asset Management
California
$239K
BBA
140
BLB&B Advisors
Pennsylvania
$228K +$222K +2,172 New
GFS
141
GYL Financial Synergies
Connecticut
$224K +$218K +2,131 New
RWA
142
Redhawk Wealth Advisors
Minnesota
$223K +$218K +2,130 New
MA
143
MUFG Americas
New York
$218K
FT
144
Fiduciary Trust
Massachusetts
$216K +$211K +2,059 New
BS
145
Boenning & Scattergood
Pennsylvania
$215K +$210K +2,050 New
KFC
146
Klingenstein Fields & Co
New York
$211K +$206K +2,015 New
IA
147
IFG Advisory
Georgia
$209K +$205K +1,997 New
AL
148
Aspiriant LLC
California
$206K +$201K +1,960 New
CTA
149
Chesley Taft & Associates
Illinois
$205K +$200K +1,950 New
William Blair & Company
150
William Blair & Company
Illinois
$185K +$177K +1,728 +5,236%

RWR Hedge Fund Activity: Q2 2021 in Review

235 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2021, worth a combined $1.17B — up 13% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWR positions and 23 closed out — a net gain of 10 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $17.3M. The largest seller was LPL Financial, cutting an estimated $12.1M.

  • 235 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2021, up from 226 in Q1 2021.
  • Funds reported $1.17B of State Street SPDR Dow Jones REIT ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2021 and 23 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2021 was Millennium Management, an estimated $17.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2021 was LPL Financial, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2021.