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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.98B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $765K | Put options by funds: $528K

10% more funds holding

Funds holding: 254279 (+25)

0.99% more ownership

Funds ownership: 75.71%76.7% (+0.99%)

9% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$113M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
53
Increased
75
Reduced
82
Closed
25
Calls
$765K
Puts
$528K
Net Calls
+$237K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MUFG Americas
New York
$238K
MWP
177
MYCIO Wealth Partners
Pennsylvania
$233K
BW
178
Bison Wealth
Georgia
$225K +$228K +2,202 New
CC
179
Courier Capital
New York
$224K
SDAM
180
Shulman DeMeo Asset Management
New York
$223K -$30.3K -293 -12%
LSA
181
L & S Advisors
California
$223K -$11.4K -110 -5%
ECG
182
Edge Capital Group
Georgia
$222K +$225K +2,172 New
IAA
183
Independent Advisor Alliance
North Carolina
$217K +$220K +2,122 New
3AM
184
3D Asset Management
Connecticut
$216K -$207 -2 -0.1%
PA
185
PFG Advisors
Arizona
$212K +$218K +2,106 New
BS
186
Boenning & Scattergood
Pennsylvania
$209K +$212K +2,050 New
KFC
187
Klingenstein Fields & Co
New York
$206K
TPA
188
Trivium Point Advisory
Connecticut
$204K -$79.8K -771 -28%
FWM
189
Foresight Wealth Management
Utah
$202K -$152K -1,472 -43%
NFG
190
Next Financial Group
Texas
$180K -$9.31K -90 -5%
FMTCOCP
191
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K
Citigroup
192
Citigroup
New York
$127K -$22.8K -220 -15%
GRP
193
Global Retirement Partners
California
$125K +$95.6K +924 +311%
CFFP
194
Center for Financial Planning
Michigan
$122K +$124K +1,200 New
LWANC
195
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K
MMG
196
Monetary Management Group
Missouri
$102K
CC
197
Cassaday & Co
Virginia
$100K
MCWS
198
McKinley Carter Wealth Services
West Virginia
$99K +$101K +974 New
OIA
199
Optimum Investment Advisors
Illinois
$97K -$15K -145 -13%
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$28K +271 +42%

RWR Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2019, worth a combined $1.98B — down 5.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new RWR positions and 25 closed out — a net gain of 28 holders — while 75 added to existing stakes and 82 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $30.6M. The largest seller was State Street, cutting an estimated $52.1M.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2019, up from 254 in Q3 2019.
  • Funds reported $1.98B of State Street SPDR Dow Jones REIT ETF stock for Q4 2019, down 5.4% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2019 and 25 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2019 was Truist Financial, an estimated $30.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2019 was State Street, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2019.