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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $1.85B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 215215 (0)

0% more call options, than puts

Call options by funds: $252K | Put options by funds: $252K

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$666K)

1.54% less ownership

Funds ownership: 72.49%70.95% (-1.5%)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
57
Reduced
69
Closed
22
Calls
$252K
Puts
$252K
Net Calls
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
176
M&R Capital Management
New Jersey
$27K
DWM
177
Destination Wealth Management
California
$27K +$27.7K +292 New
LFG
178
LifePlan Financial Group
Ohio
$25K
JIR
179
James Investment Research
Ohio
$24K
SF
180
Synovus Financial
Georgia
$23K +$10.1K +106 +77%
LWM
181
Lenox Wealth Management
Ohio
$22K
AF
182
Advisornet Financial
Minnesota
$21K -$17K -179 -44%
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$21K
ML
184
McAdam LLC
Pennsylvania
$20K
UBS AM
185
UBS AM
Illinois
$18.7K
M
186
MOTCO
Texas
$13K
TC
187
Trilogy Capital
California
$13K +$190 +2 +1%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$12K
BA
189
Ballew Advisors
Mississippi
$10K
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$9.32K
VFA
191
Valeo Financial Advisors
Indiana
$8K -$2.18K -23 -20%
TSW
192
Thompson Siegel & Walmsley
Virginia
$8K
GAM
193
Gemmer Asset Management
California
$8K +$95 +1 +1%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$7.11K +$95 +1 +1%
WP
195
WealthShield Partners
North Carolina
$7K -$6.36K -67 -47%
JCM
196
Jacobi Capital Management
Pennsylvania
$7K
ME
197
McIlrath & Eck
Washington
$7K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$6K -$949 -10 -14%
CAC
199
Certified Advisory Corp
Florida
$6K
FPFS
200
First Personal Financial Services
North Carolina
$6K +$5.6K +59 New

RWR Hedge Fund Activity: Q3 2018 in Review

215 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2018, worth a combined $1.85B — down 0.04% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWR positions and 22 closed out — a net gain of 2 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was State Street, adding an estimated $46.5M. The largest seller was Independent Order of Foresters, exiting entirely with an estimated $64.7M sold.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q3 2018, down 0.04% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2018 was State Street, an estimated $46.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2018 was Independent Order of Foresters, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2018.