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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
151
Pin Oak Investment Advisors
Texas
$306K
MAS
152
Managed Account Services
Florida
$302K
AWM
153
AE Wealth Management
Kansas
$296K -$52K -510 -15%
IA
154
IFG Advisory
Georgia
$296K +$289K +2,834 New
TC
155
TownSquare Capital
Utah
$293K -$19.5K -191 -6%
FNBT
156
FineMark National Bank & Trust
Florida
$290K -$72.2K -708 -20%
TPA
157
Trivium Point Advisory
Connecticut
$289K +$58.4K +573 +26%
ACM
158
Armbruster Capital Management
New York
$288K -$20.4K -200 -7%
MFGP
159
Marshall Financial Group (Pennsylvania)
Pennsylvania
$285K
WIC
160
Whitegate Investment Counselors
New Hampshire
$282K
BRWM
161
B. Riley Wealth Management
Tennessee
$277K -$320K -3,143 -54%
MSAM
162
Moloney Securities Asset Management
Missouri
$272K -$128K -1,253 -33%
BAM
163
Belpointe Asset Management
Nevada
$269K +$262K +2,571 New
BAAM
164
Baker Avenue Asset Management
California
$263K
SDAM
165
Shulman DeMeo Asset Management
New York
$259K +$253K +2,479 New
DIM
166
Delta Investment Management
California
$258K +$252K +2,476 New
PAMU
167
Pictet Asset Management (UK)
United Kingdom
$251K
MA
168
MUFG Americas
New York
$243K +$9.48K +93 +4%
LSA
169
L & S Advisors
California
$240K +$234K +2,297 New
MWP
170
MYCIO Wealth Partners
Pennsylvania
$238K
CC
171
Courier Capital
New York
$233K
3AM
172
3D Asset Management
Connecticut
$222K -$15.5K -152 -7%
KFC
173
Klingenstein Fields & Co
New York
$211K +$205K +2,015 New
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$207K +$202K +1,985 New
FG
175
Fiduciary Group
Georgia
$205K +$200K +1,960 New

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.