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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
176
Wolverine Trading
Illinois
$204K +$198K +1,947 New
CTA
177
Chesley Taft & Associates
Illinois
$204K +$199K +1,950 New
NFG
178
Next Financial Group
Texas
$194K
QCMC
179
Quantum Capital Management (California)
California
$186K +$182K +1,781 New
FMTCOCP
180
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$172K
William Blair & Company
181
William Blair & Company
Illinois
$162K -$503K -4,937 -76%
Citigroup
182
Citigroup
New York
$153K -$13.9K -136 -8%
AWMS
183
Advocacy Wealth Management Services
Georgia
$140K +$137K +1,340 New
OIA
184
Optimum Investment Advisors
Illinois
$115K +$14.8K +145 +15%
LWANC
185
Laurel Wealth Advisors (North Carolina)
North Carolina
$114K
MMG
186
Monetary Management Group
Missouri
$105K -$25.5K -250 -20%
AIM
187
Axiom Investment Management
New York
$104K
CC
188
Cassaday & Co
Virginia
$103K
S
189
SignatureFD
Georgia
$91K +$73.3K +719 +464%
FA
190
Fortis Advisors
Pennsylvania
$89K +$713 +7 +0.8%
NIC
191
Northwest Investment Counselors
Oregon
$88K +$86.2K +846 New
Fidelity Investments
192
Fidelity Investments
Massachusetts
$87K -$39.6K -389 -32%
WPA
193
West Paces Advisors
Georgia
$70.6K
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$43.7K +429 +192%
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$65K
FIB
196
First Interstate Bank
Montana
$63K
HWA
197
Heritage Wealth Advisors
Virginia
$63K
WC
198
Whitnell & Co
Illinois
$61K +$4.99K +49 +9%
OC
199
Oakworth Capital
Alabama
$60K
TW
200
Towerpoint Wealth
California
$60K +$58K +569 New

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.