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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
126
Northwest Bancshares
Pennsylvania
$421K -$90K -821 -17%
IAN
127
Integrated Advisors Network
Texas
$419K -$26K -237 -6%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$415K +$104K +945 +32%
CPIG
129
Chicago Partners Investment Group
Illinois
$412K +$2.63K +24 +0.7%
FRA
130
Front Row Advisors
California
$386K
SC
131
SouthState Corp
Florida
$381K
Deutsche Bank
132
Deutsche Bank
Germany
$364K
FWP
133
Falcon Wealth Planning
California
$363K -$22.2K -203 -6%
SW
134
SVB Wealth
Massachusetts
$351K
HNB
135
Huntington National Bank
Ohio
$340K
SPC
136
Sigma Planning Corp
Michigan
$328K +$341K +3,114 New
SC
137
Savant Capital
Illinois
$323K -$9.1K -83 -3%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$316K +$328K +2,997 New
WPWM
139
Windward Private Wealth Management
Kansas
$314K
SBH
140
Segall Bryant & Hamill
Illinois
$314K +$326K +2,973 New
NWA
141
Navis Wealth Advisors
New York
$313K +$2.3K +21 +0.7%
BF
142
BOK Financial
Oklahoma
$301K +$313K +2,855 New
CWM
143
Cornerstone Wealth Management
Missouri
$285K +$296K +2,705 New
MFGP
144
Marshall Financial Group (Pennsylvania)
Pennsylvania
$284K +$1.64K +15 +0.6%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$280K +$6.69K +61 +2%
DWT
146
Dorsey & Whitney Trust
South Dakota
$274K
MSAM
147
Moloney Securities Asset Management
Missouri
$271K +$4.38K +40 +2%
AIC
148
Ameritas Investment Company
Nebraska
$267K +$252K +2,299 +1,004%
MAS
149
Managed Account Services
Florida
$257K -$21.6K -197 -7%
TI
150
Trexquant Investment
Connecticut
$256K +$266K +2,428 New

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.