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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
MFGP
151
Marshall Financial Group (Pennsylvania)
Pennsylvania
$275K -$2.65K -25 -0.9%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$268K
IC
153
Iconiq Capital
California
$268K
BF
154
BOK Financial
Oklahoma
$258K
TF
155
TIAA FSB
Florida
$253K +$282K +2,668 New
DWT
156
Dorsey & Whitney Trust
South Dakota
$247K
WPWM
157
Windward Private Wealth Management
Kansas
$239K -$20.2K -191 -7%
RWA
158
Redhawk Wealth Advisors
Minnesota
$237K -$59.1K -559 -18%
CT
159
Cambridge Trust
Massachusetts
$237K +$263K +2,488 New
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$223K +$248K +2,341 New
TI
161
Trexquant Investment
Connecticut
$221K +$246K +2,321 New
CTA
162
Chesley Taft & Associates
Illinois
$220K
RPC
163
Rossmore Private Capital
Connecticut
$220K
FPCP
164
Fort Point Capital Partners
California
$219K -$3.6M -34,037 -94%
ACG
165
Allen Capital Group
Nebraska
$219K -$423 -4 -0.2%
BAAM
166
Baker Avenue Asset Management
California
$217K
BBA
167
BLB&B Advisors
Pennsylvania
$204K
William Blair & Company
168
William Blair & Company
Illinois
$204K +$1.8K +17 +0.8%
LWCFA
169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K +$44K +416 +26%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$183K -$69K -652 -25%
SFCL
171
Strengthening Families & Communities LLC
Massachusetts
$173K
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$167K +$88.8K +839 +92%
Citigroup
173
Citigroup
New York
$147K +$63.8K +603 +64%
PTC
174
Private Trust Company
Ohio
$135K +$150K +1,418 New
AW
175
Avion Wealth
Texas
$132K

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.