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State Street SPDR Dow Jones REIT ETF

198 hedge funds and large institutions have $2.07B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 72.72%72.11% (-0.61%)

7% less capital invested

Capital invested by funds: $2.22B → $2.07B (-$148M)

7% less funds holding

Funds holding: 214198 (-16)

34% less call options, than puts

Call options by funds: $472K | Put options by funds: $714K

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
16
Increased
50
Reduced
82
Closed
29
Calls
$472K
Puts
$714K
Net Calls
-$242K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
151
Migdal Insurance & Financial Holdings
Israel
$87K +$87.3K +940 New
CFG
152
Citizens Financial Group
Rhode Island
$74K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$69K +$69.7K +750 New
SWA
154
Sutton Wealth Advisors
Florida
$64.7K
BCMIO
155
Beacon Capital Management Inc (Ohio)
Ohio
$63K -$93 -1 -0.1%
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$57K
FIB
157
First Interstate Bank
Montana
$56K -$34.8K -375 -38%
OC
158
Oakworth Capital
Alabama
$54K
GWM
159
Geneos Wealth Management
Colorado
$50K +$93 +1 +0.2%
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K
TC
161
Trust Company
Kansas
$47K
CFA
162
Carroll Financial Associates
North Carolina
$44K
DBT
163
Dubuque Bank & Trust
Iowa
$37K
DSC
164
Duncker Streett & Co
Missouri
$32K
MRCM
165
M&R Capital Management
New Jersey
$27K
Citigroup
166
Citigroup
New York
$26K -$91.9K -989 -78%
Bessemer Group
167
Bessemer Group
New Jersey
$25K -$18.4K -198 -42%
JIR
168
James Investment Research
Ohio
$24K
AIS
169
Accurate Investment Solutions
Pennsylvania
$23K
ASN
170
Advisory Services Network
Georgia
$22K
LWM
171
Lenox Wealth Management
Ohio
$21K
IP
172
Isthmus Partners
Wisconsin
$19K +$18.6K +200 New
UBS AM
173
UBS AM
Illinois
$18.6K
KF
174
Krilogy Financial
Missouri
$16K
CWM
175
Cranbrook Wealth Management
Michigan
$14K

RWR Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2017, worth a combined $2.07B — down 6.7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 16 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 50 added.

The largest buyer was TIAA FSB, adding an estimated $23M. The largest seller was Alesco Advisors, cutting an estimated $24.6M.

  • 198 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $2.07B of State Street SPDR Dow Jones REIT ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2017 and 29 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2017 was TIAA FSB, an estimated $23M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2017 was Alesco Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.