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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
151
Paces Ferry Wealth Advisors
Georgia
$253K +$1.86K +17 +0.7%
PAMS
152
Pictet Asset Management (Switzerland)
Switzerland
$253K +$263K +2,400 New
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$251K -$250K -2,280 -49%
ACG
154
Allen Capital Group
Nebraska
$250K -$78.7K -718 -23%
GFS
155
GYL Financial Synergies
Connecticut
$244K +$19.6K +179 +8%
RPC
156
Rossmore Private Capital
Connecticut
$243K
BAAM
157
Baker Avenue Asset Management
California
$240K
EE
158
EWG Elevate
California
$240K +$250K +2,281 New
US Bancorp
159
US Bancorp
Minnesota
$236K -$458K -4,175 -65%
BBA
160
BLB&B Advisors
Pennsylvania
$229K
William Blair & Company
161
William Blair & Company
Illinois
$225K +$40.6K +370 +21%
IA
162
IFG Advisory
Georgia
$220K +$10.5K +96 +5%
FT
163
Fiduciary Trust
Massachusetts
$217K
BS
164
Boenning & Scattergood
Pennsylvania
$216K
KFC
165
Klingenstein Fields & Co
New York
$212K
CB
166
Commerce Bank
Missouri
$212K +$220K +2,009 New
MA
167
MUFG Americas
New York
$209K -$10.2K -93 -4%
AL
168
Aspiriant LLC
California
$207K
CTA
169
Chesley Taft & Associates
Illinois
$206K
TSS
170
Two Sigma Securities
New York
$203K -$128K -1,170 -38%
AWA
171
Arkadios Wealth Advisors
Georgia
$190K +$5.48K +50 +3%
AW
172
Avion Wealth
Texas
$146K -$2.52K -23 -2%
CAL
173
Capital Advisors Ltd
Ohio
$144K
ASBI
174
American State Bank (Iowa)
Iowa
$136K
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$61.2K +558 +87%

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.