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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Ameritas Advisory Services
Nebraska
$420K +$67.1K +634 +17%
OIA
127
OneDigital Investment Advisors
Kansas
$418K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$416K +$14.7K +139 +3%
DI
129
Disciplined Investments
Oklahoma
$415K -$9.31K -88 -2%
APA
130
American Portfolios Advisors
New York
$409K -$36.9K -349 -7%
BSW
131
Buckingham Strategic Wealth
Missouri
$404K -$741 -7 -0.2%
KWM
132
Kingsview Wealth Management
Oregon
$382K +$425K +4,013 New
AssetMark Inc
133
AssetMark Inc
California
$376K +$357K +3,377 +586%
CPIG
134
Chicago Partners Investment Group
Illinois
$372K +$2.22K +21 +0.6%
PO
135
Private Ocean
California
$368K -$3.07K -29 -0.7%
FRA
136
Front Row Advisors
California
$348K
JWA
137
JFS Wealth Advisors
Pennsylvania
$337K -$8.99K -85 -2%
SC
138
SouthState Corp
Florida
$335K
CCP
139
Clarkston Capital Partners
Michigan
$333K
Deutsche Bank
140
Deutsche Bank
Germany
$328K
TW
141
TrinityPoint Wealth
Connecticut
$325K
VWM
142
Venturi Wealth Management
Texas
$323K -$202K -1,908 -36%
IAN
143
Integrated Advisors Network
Texas
$311K -$1.59K -15 -0.5%
IA
144
IFG Advisory
Georgia
$303K +$65.1K +615 +24%
HNB
145
Huntington National Bank
Ohio
$295K
AL
146
Aspiriant LLC
California
$290K +$1.9K +18 +0.6%
NWA
147
Navis Wealth Advisors
New York
$289K +$2.54K +24 +0.8%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$283K +$27.5K +260 +10%
SBH
149
Segall Bryant & Hamill
Illinois
$282K
SC
150
Savant Capital
Illinois
$281K -$11.3K -107 -3%

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.