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State Street SPDR Dow Jones REIT ETF

198 hedge funds and large institutions have $2.07B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 72.72%72.11% (-0.61%)

7% less capital invested

Capital invested by funds: $2.22B → $2.07B (-$148M)

7% less funds holding

Funds holding: 214198 (-16)

34% less call options, than puts

Call options by funds: $472K | Put options by funds: $714K

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
16
Increased
50
Reduced
82
Closed
29
Calls
$472K
Puts
$714K
Net Calls
-$242K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
176
Washington Trust Bank
Washington
$14K
SEI Investments
177
SEI Investments
Pennsylvania
$13K -$48.4K -521 -79%
M
178
MOTCO
Texas
$13K
IWM
179
IHT Wealth Management
Illinois
$11K +$93 +1 +0.9%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$11K +$12.1K +130 New
NFG
181
Next Financial Group
Texas
$10K -$2.6K -28 -21%
VFA
182
Valeo Financial Advisors
Indiana
$9K +$8.64K +93 New
BCM
183
Blume Capital Management
California
$9K +$9.01K +97 New
TSW
184
Thompson Siegel & Walmsley
Virginia
$8K
GAM
185
Gemmer Asset Management
California
$8K +$93 +1 +1%
LC
186
Landaas & Company
Wisconsin
$8K +$7.62K +82 New
JCM
187
Jacobi Capital Management
Pennsylvania
$7K
PA
188
Parallel Advisors
California
$6K -$11.9K -128 -67%
BTIS
189
BB&T Investment Services
North Carolina
$6K
EFSCE
190
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
MSFP
191
Mark Sheptoff Financial Planning
Connecticut
$6K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$6K
Barclays
193
Barclays
United Kingdom
$4K
NC
194
NewSquare Capital
Pennsylvania
$3K
MCM
195
MV Capital Management
Maryland
$2K
RFM
196
Royal Fund Management
Florida
$1K -$11.1K -119 -89%
EWM
197
Endurance Wealth Management
Rhode Island
$1K
SC
198
SouthState Corp
Florida
$382 +$25.1K +270 +7%
TAT
199
TD Ameritrade Trust
Colorado
-$10.2M -108,834 Closed
CAI
200
Capital Advisors Inc
Oklahoma
-$9.06M -97,408 Closed

RWR Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2017, worth a combined $2.07B — down 6.7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 16 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 50 added.

The largest buyer was TIAA FSB, adding an estimated $23M. The largest seller was Alesco Advisors, cutting an estimated $24.6M.

  • 198 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $2.07B of State Street SPDR Dow Jones REIT ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2017 and 29 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2017 was TIAA FSB, an estimated $23M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2017 was Alesco Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.