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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
151
Raymond James Trust
Florida
$308K -$74K -715 -19%
TI
152
Truepoint Inc
Ohio
$307K
Asset Management One
153
Asset Management One
Japan
$304K +$4.14K +40 +1%
CFD
154
Creative Financial Designs
Indiana
$302K -$10.9K -105 -3%
GIA
155
Gladstone Institutional Advisory
Florida
$301K -$72.7K -702 -19%
POIA
156
Pin Oak Investment Advisors
Texas
$299K
GT
157
Glenmede Trust
Pennsylvania
$298K
GFPC
158
Global Financial Private Client
Florida
$295K +$299K +2,889 New
HW
159
Hancock Whitney
Mississippi
$294K +$298K +2,880 New
MAS
160
Managed Account Services
Florida
$290K
TC
161
TownSquare Capital
Utah
$290K
CPIG
162
Chicago Partners Investment Group
Illinois
$287K -$29.5K -285 -9%
AWMS
163
Advocacy Wealth Management Services
Georgia
$287K +$152K +1,469 +110%
IA
164
IndexIQ Advisors
New York
$286K +$268K +2,588 +1,187%
FNBT
165
FineMark National Bank & Trust
Florida
$283K
ACM
166
Armbruster Capital Management
New York
$281K
MFGP
167
Marshall Financial Group (Pennsylvania)
Pennsylvania
$278K
WIC
168
Whitegate Investment Counselors
New Hampshire
$275K
HPC
169
Hobart Private Capital
North Carolina
$269K -$94.1K -909 -26%
CW
170
CreativeOne Wealth
Kansas
$268K +$271K +2,620 New
MSAM
171
Moloney Securities Asset Management
Missouri
$267K +$1.55K +15 +0.6%
EWA
172
EP Wealth Advisors
California
$260K -$39.7K -384 -13%
BAAM
173
Baker Avenue Asset Management
California
$256K
PAMU
174
Pictet Asset Management (UK)
United Kingdom
$245K
BAM
175
Belpointe Asset Management
Nevada
$244K -$18.4K -178 -7%

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.