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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.97B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 245247 (+2)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.92% less ownership

Funds ownership: 78.72%77.8% (-0.92%)

14% less capital invested

Capital invested by funds: $2.3B → $1.97B (-$330M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
5.36%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
30
Increased
72
Reduced
72
Closed
23
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$119K +$62.9K +633 +109%
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$108K
AIM
178
Axiom Investment Management
New York
$98K
CC
179
Cassaday & Co
Virginia
$97K
OIA
180
Optimum Investment Advisors
Illinois
$94K
FA
181
Fortis Advisors
Pennsylvania
$83K +$795 +8 +1%
LA
182
Legacy Advisors
Pennsylvania
$79K
SWA
183
Sutton Wealth Advisors
Florida
$69.1K
WPA
184
West Paces Advisors
Georgia
$66.7K
AF
185
Advisornet Financial
Minnesota
$62K +$25.4K +256 +68%
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$61K
HWA
187
Heritage Wealth Advisors
Virginia
$59.8K
FIB
188
First Interstate Bank
Montana
$59K
CFGS
189
Concourse Financial Group Securities
Alabama
$58K
OC
190
Oakworth Capital
Alabama
$57K
VFA
191
Valeo Financial Advisors
Indiana
$55K +$45.7K +460 +495%
TC
192
Truvestments Capital
Florida
$54K
ESB
193
Essex Savings Bank
Connecticut
$53K
WC
194
Whitnell & Co
Illinois
$53K +$2.98K +30 +6%
EK
195
Evensky & Katz
Florida
$51K
LPWM
196
Lake Point Wealth Management
Texas
$50K
CFA
197
Carroll Financial Associates
North Carolina
$47K
BCMIO
198
Beacon Capital Management Inc (Ohio)
Ohio
$43K -$8.94K -90 -17%
AIM
199
Advantage Investment Management
Iowa
$41K -$3.67K -37 -8%
SCA
200
Stonebridge Capital Advisors
Minnesota
$40K +$39.7K +400 New

RWR Hedge Fund Activity: Q2 2019 in Review

247 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2019, worth a combined $1.97B — down 14% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWR positions and 23 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $68M. The largest seller was TIAA FSB, cutting an estimated $541M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $1.97B of State Street SPDR Dow Jones REIT ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2019 and 23 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2019 was State Street, an estimated $68M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2019 was TIAA FSB, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2019.