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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.97B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 245247 (+2)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.92% less ownership

Funds ownership: 78.72%77.8% (-0.92%)

14% less capital invested

Capital invested by funds: $2.3B → $1.97B (-$330M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
5.36%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
30
Increased
72
Reduced
72
Closed
23
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
151
Pin Oak Investment Advisors
Texas
$289K
Mariner
152
Mariner
Kansas
$277K -$44.6K -449 -14%
MFGP
153
Marshall Financial Group (Pennsylvania)
Pennsylvania
$270K
WIC
154
Whitegate Investment Counselors
New Hampshire
$267K
HPC
155
Hobart Private Capital
North Carolina
$265K -$46.8K -471 -15%
CW
156
Cobiz Wealth
Colorado
$254K -$59.9K -603 -19%
TSS
157
Two Sigma Securities
New York
$254K +$256K +2,575 New
EWA
158
EP Wealth Advisors
California
$251K +$252K +2,539 New
CHC
159
City Holding Co
West Virginia
$248K +$58.1K +585 +30%
BAAM
160
Baker Avenue Asset Management
California
$248K +$250K +2,516 New
CPIG
161
Chicago Partners Investment Group
Illinois
$243K +$1.89K +19 +0.8%
PAMU
162
Pictet Asset Management (UK)
United Kingdom
$237K
VWM
163
Venturi Wealth Management
Texas
$226K +$228K +2,291 New
MWP
164
MYCIO Wealth Partners
Pennsylvania
$225K
3AM
165
3D Asset Management
Connecticut
$224K -$6.46K -65 -3%
CC
166
Courier Capital
New York
$221K
MA
167
MUFG Americas
New York
$221K
TPA
168
Trivium Point Advisory
Connecticut
$217K +$219K +2,201 New
PAM
169
Palisade Asset Management
Minnesota
$215K
BS
170
Boenning & Scattergood
Pennsylvania
$203K
PAS
171
Park Avenue Securities
New York
$203K +$204K +2,054 New
NFG
172
Next Financial Group
Texas
$183K +$116K +1,166 +169%
FMTCOCP
173
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$163K
Citigroup
174
Citigroup
New York
$158K +$32.9K +331 +26%
MMG
175
Monetary Management Group
Missouri
$123K

RWR Hedge Fund Activity: Q2 2019 in Review

247 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2019, worth a combined $1.97B — down 14% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWR positions and 23 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $68M. The largest seller was TIAA FSB, cutting an estimated $541M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $1.97B of State Street SPDR Dow Jones REIT ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2019 and 23 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2019 was State Street, an estimated $68M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2019 was TIAA FSB, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2019.