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State Street SPDR Dow Jones REIT ETF

220 hedge funds and large institutions have $2.32B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $479K

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.45% less ownership

Funds ownership: 73.93%73.48% (-0.45%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 224220 (-4)

6% less capital invested

Capital invested by funds: $2.46B → $2.32B (-$141M)

26% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 85

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
5.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
63
Reduced
85
Closed
25
Calls
$1.2M
Puts
$479K
Net Calls
+$718K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K -$449K -4,825 -90%
TC
177
Trust Company
Kansas
$47K
CFA
178
Carroll Financial Associates
North Carolina
$44K
Bessemer Group
179
Bessemer Group
New Jersey
$43K -$46.4K -499 -52%
FHA
180
First Horizon Advisors
Tennessee
$43K -$37.2K -400 -46%
DBT
181
Dubuque Bank & Trust
Iowa
$37K
SF
182
Synovus Financial
Georgia
$37K +$12.8K +138 +53%
GWM
183
Geneos Wealth Management
Colorado
$33K +$93 +1 +0.3%
DSC
184
Duncker Streett & Co
Missouri
$32K
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K +$28.9K +311 New
MRCM
186
M&R Capital Management
New Jersey
$27K
SHJ
187
Sharkey, Howes & Javer
Colorado
$27K
JIR
188
James Investment Research
Ohio
$24K
WA
189
WFG Advisors
Texas
$23K -$18.6K -200 -45%
SEI Investments
190
SEI Investments
Pennsylvania
$21K -$13.7K -147 -39%
UBS AM
191
UBS AM
Illinois
$18.5K -$14.1K -152 -43%
SIC
192
Salem Investment Counselors
North Carolina
$18K -$8.47K -91 -38%
GBBWRPM
193
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K +$16.3K +175 New
KF
194
Krilogy Financial
Missouri
$16K
WTB
195
Washington Trust Bank
Washington
$14K -$2.33K -25 -14%
CWM
196
Cranbrook Wealth Management
Michigan
$14K +$13.9K +149 New
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$1.95K -21 -13%
M
198
MOTCO
Texas
$13K
IWM
199
IHT Wealth Management
Illinois
$11K +$10.6K +114 New
NFG
200
Next Financial Group
Texas
$10K -$20.2K -217 -67%

RWR Hedge Fund Activity: Q1 2017 in Review

220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2017, worth a combined $2.32B — down 5.7% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RWR and 23 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 63 added.

The largest buyer was Goldman Sachs, adding an estimated $58M. The largest seller was Valmark Advisers, cutting an estimated $91.9M.

  • 220 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2017, down from 224 in Q4 2016.
  • Funds reported $2.32B of State Street SPDR Dow Jones REIT ETF stock for Q1 2017, down 5.7% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2017 and 25 closed out, a net change of -2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2017 was Goldman Sachs, an estimated $58M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2017 was Valmark Advisers, an estimated $91.9M sold.

Based on aggregated 13F filings for Q1 2017.