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State Street SPDR Dow Jones REIT ETF

219 hedge funds and large institutions have $2.81B invested in State Street SPDR Dow Jones REIT ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more capital invested

Capital invested by funds: $2.61B → $2.81B (+$197M)

6% more funds holding

Funds holding: 207219 (+12)

0.44% less ownership

Funds ownership: 74.19%73.74% (-0.44%)

29% less call options, than puts

Call options by funds: $3.08M | Put options by funds: $4.34M

Holders
219
Holders Change
+12
Holders Change %
+5.8%
% of All Funds
5.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
31
Increased
80
Reduced
64
Closed
18
Calls
$3.08M
Puts
$4.34M
Net Calls
-$1.26M
Net Calls Change
+$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
WFG Advisors
Texas
$67K +$15.7K +166 +33%
FIB
177
First Interstate Bank
Montana
$60K
CFA
178
Carroll Financial Associates
North Carolina
$55K
DSC
179
Duncker Streett & Co
Missouri
$55K
MMG
180
Monetary Management Group
Missouri
$55K
HWP
181
Hefty Wealth Partners
Indiana
$55K +$4.55K +48 +9%
ACM
182
Argentus Capital Management
Texas
$52K +$28.1K +297 +133%
TC
183
Trust Company
Kansas
$50K
GWM
184
Geneos Wealth Management
Colorado
$34K -$28.4K -300 -47%
AP
185
Advisors Preferred
Maryland
$31K -$2.65K -28 -8%
BlackRock
186
BlackRock
New York
$31K -$663 -7 -2%
SHJ
187
Sharkey, Howes & Javer
Colorado
$29K
MRCM
188
M&R Capital Management
New Jersey
$29K +$28.4K +300 New
PIM
189
Parasol Investment Management
Illinois
$28K
SIG
190
Stanford Investment Group
California
$28K +$26.7K +282 New
M
191
MOTCO
Texas
$27K
JIR
192
James Investment Research
Ohio
$26K
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K
Barclays
194
Barclays
United Kingdom
$21K +$4.55K +48 +29%
SEI Investments
195
SEI Investments
Pennsylvania
$21K +$20.4K +215 New
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$10.1K -107 -36%
WP
197
WealthPLAN Partners
Nebraska
$15.7K +$43.2K +456 New
Axa
198
Axa
France
$13K +$11.7K +124 +1,378%
TRCT
199
Tower Research Capital (TRC)
New York
$10K -$2.71M -28,596 -100%
SFPM
200
Sensible Financial Planning & Management
Massachusetts
$10K

RWR Hedge Fund Activity: Q2 2016 in Review

219 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2016, worth a combined $2.81B — up 7.5% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RWR positions and 18 closed out — a net gain of 13 holders — while 80 added to existing stakes and 64 trimmed.

The largest buyer was TIAA CREF Trust, adding an estimated $22.7M. The largest seller was LPL Financial, cutting an estimated $11.3M.

  • 219 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2016, up from 207 in Q1 2016.
  • Funds reported $2.81B of State Street SPDR Dow Jones REIT ETF stock for Q2 2016, up 7.5% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2016 and 18 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2016 was TIAA CREF Trust, an estimated $22.7M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2016 was LPL Financial, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2016.