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State Street SPDR Dow Jones REIT ETF

202 hedge funds and large institutions have $818M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $780K | Put options by funds: $595K

0.78% less ownership

Funds ownership: 68.78%68% (-0.78%)

6% less funds holding

Funds holding: 215202 (-13)

12% less capital invested

Capital invested by funds: $931M → $818M (-$113M)

39% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 75

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
46
Reduced
75
Closed
28
Calls
$780K
Puts
$595K
Net Calls
+$185K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
151
Carroll Financial Associates
North Carolina
$25K -$8.75K -110 -25%
ASN
152
Advisory Services Network
Georgia
$25K +$26K +327 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$24K +$80 +1 +0.3%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$24K +$24.9K +313 New
WPA
155
West Paces Advisors
Georgia
$23.4K
CFFP
156
Center for Financial Planning
Michigan
$23K
CTB
157
Country Trust Bank
Illinois
$23K
AF
158
Advisornet Financial
Minnesota
$22K
LFG
159
LifePlan Financial Group
Ohio
$22K
MAWCM
160
Mine & Arao Wealth Creation & Management
California
$20K +$159 +2 +0.8%
FPFS
161
First Personal Financial Services
North Carolina
$16K
AssetMark Inc
162
AssetMark Inc
California
$15K -$13M -163,372 -100%
LGWM
163
Litman Gregory Wealth Management
California
$15K
SPIA
164
Steward Partners Investment Advisory
New York
$14K
RCA
165
Ranch Capital Advisors
Florida
$13K
CT
166
Caldwell Trust
Florida
$11.7K -$19.4K -244 -62%
M
167
MOTCO
Texas
$11K
TI
168
Truehand Inc
New Hampshire
$11K
SIM
169
Sonora Investment Management
Arizona
$10K +$10K +126 New
JHCP
170
Jackson Hole Capital Partners
Oklahoma
$9K
LFG
171
Larson Financial Group
Missouri
$9K +$80 +1 +0.9%
NFSG
172
Newbridge Financial Services Group
Florida
$9K +$8.99K +113 New
BFC
173
Bedel Financial Consulting
Indiana
$8K
FFA
174
Founders Financial Alliance
North Carolina
$8K +$7.95K +100 New
AWM
175
Aberdeen Wealth Management
Illinois
$8K +$8.35K +105 New

RWR Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2020, worth a combined $818M — down 12% from $931M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWR and 17 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 46 added.

The largest buyer was Royal Bank of Canada, adding an estimated $4.99M. The largest seller was Northern Trust, cutting an estimated $34.1M.

  • 202 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2020, down from 215 in Q2 2020.
  • Funds reported $818M of State Street SPDR Dow Jones REIT ETF stock for Q3 2020, down 12% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2020 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $4.99M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2020 was Northern Trust, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2020.