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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $931M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $780K | Put options by funds: $640K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 219215 (-4)

2.43% less ownership

Funds ownership: 71.21%68.78% (-2.4%)

13% less capital invested

Capital invested by funds: $1.07B → $931M (-$138M)

59% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 94

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
39
Reduced
94
Closed
29
Calls
$780K
Puts
$640K
Net Calls
+$140K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
151
Associated Banc-Corp
Wisconsin
$59K
Fidelity Investments
152
Fidelity Investments
Massachusetts
$57K -$4.36K -57 -7%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$48K
HWA
154
Heritage Wealth Advisors
Virginia
$47.2K
CFGS
155
Concourse Financial Group Securities
Alabama
$46K
OC
156
Oakworth Capital
Alabama
$45K
BW
157
Bison Wealth
Georgia
$43K -$127K -1,662 -75%
VFA
158
Valeo Financial Advisors
Indiana
$36K
MLFP
159
MPS Loria Financial Planners
Illinois
$35K +$34K +444 New
CFA
160
Carroll Financial Associates
North Carolina
$34K
CT
161
Caldwell Trust
Florida
$30.7K
APWM
162
Atlas Private Wealth Management
New York
$30K
DSC
163
Duncker Streett & Co
Missouri
$27K
QCMC
164
Quantum Capital Management (California)
California
$27K
BCMIO
165
Beacon Capital Management Inc (Ohio)
Ohio
$26K -$7.58K -99 -23%
FHA
166
Flagship Harbor Advisors
Massachusetts
$24K +$77 +1 +0.3%
WPA
167
West Paces Advisors
Georgia
$23.4K
CFFP
168
Center for Financial Planning
Michigan
$23K
CTB
169
Country Trust Bank
Illinois
$23K
OPS
170
Orion Portfolio Solutions
Nebraska
$22K -$34.5K -450 -62%
AF
171
Advisornet Financial
Minnesota
$22K -$12.1K -158 -36%
LFG
172
LifePlan Financial Group
Ohio
$22K
MAWCM
173
Mine & Arao Wealth Creation & Management
California
$19K +$153 +2 +0.8%
FPFS
174
First Personal Financial Services
North Carolina
$16K
LGWM
175
Litman Gregory Wealth Management
California
$15K

RWR Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2020, worth a combined $931M — down 13% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 28 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 39 added.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $9.89M. The largest seller was State Street, cutting an estimated $72.2M.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2020, down from 219 in Q1 2020.
  • Funds reported $931M of State Street SPDR Dow Jones REIT ETF stock for Q2 2020, down 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2020 and 29 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2020 was Alpine Global Management, an estimated $9.89M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2020 was State Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.