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State Street SPDR Dow Jones REIT ETF

243 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.52% more ownership

Funds ownership: 72.05%74.57% (+2.5%)

9% less funds holding

Funds holding: 268243 (-25)

13% less capital invested

Capital invested by funds: $1.26B → $1.09B (-$169M)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

68% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $455K

Holders
243
Holders Change
-25
Holders Change %
-9.33%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
11
Increased
58
Reduced
90
Closed
34
Calls
Puts
$455K
Net Calls
-$455K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$338K
MA
127
Mutual Advisors
Nebraska
$327K -$156K -1,598 -29%
PO
128
Private Ocean
California
$326K -$98 -1 -0%
TW
129
TrinityPoint Wealth
Connecticut
$311K +$26.9K +276 +8%
APA
130
American Portfolios Advisors
New York
$310K -$61.1K -627 -15%
FRA
131
Front Row Advisors
California
$308K
CPIG
132
Chicago Partners Investment Group
Illinois
$299K -$13.7K -141 -4%
JWA
133
JFS Wealth Advisors
Pennsylvania
$299K +$1.17K +12 +0.3%
CCP
134
Clarkston Capital Partners
Michigan
$295K
Deutsche Bank
135
Deutsche Bank
Germany
$290K -$878 -9 -0.3%
SC
136
SouthState Corp
Florida
$289K -$10.1K -104 -3%
NCG
137
Newport Capital Group
New Jersey
$283K +$313K +3,211 New
TPW
138
Transatlantique Private Wealth
New York
$281K +$325K +3,336 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$274K +$27.3K +280 +9%
IA
140
IFG Advisory
Georgia
$269K +$975 +10 +0.3%
IAN
141
Integrated Advisors Network
Texas
$267K -$9.36K -96 -3%
NWA
142
Navis Wealth Advisors
New York
$259K +$3.31K +34 +1%
REMPR
143
Roof Eidam Maycock Peralta (REMP)
California
$257K +$297K +3,050 New
AL
144
Aspiriant LLC
California
$256K -$1.75K -18 -0.6%
SBH
145
Segall Bryant & Hamill
Illinois
$250K
MFGP
146
Marshall Financial Group (Pennsylvania)
Pennsylvania
$241K -$3.71K -38 -1%
HNB
147
Huntington National Bank
Ohio
$241K
ATPW
148
Ashton Thomas Private Wealth
Arizona
$238K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$237K -$153K -1,573 -36%
IC
150
Iconiq Capital
California
$237K

RWR Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2022, worth a combined $1.09B — down 13% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWR and 11 opened new positions — a net loss of 23 holders — while 90 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was Northern Trust, cutting an estimated $13.5M.

  • 243 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2022, down from 268 in Q2 2022.
  • Funds reported $1.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2022 and 34 closed out, a net change of -23 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2022 was Bank of America, an estimated $13.1M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2022 was Northern Trust, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2022.