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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $931M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $780K | Put options by funds: $640K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 219215 (-4)

2.43% less ownership

Funds ownership: 71.21%68.78% (-2.4%)

13% less capital invested

Capital invested by funds: $1.07B → $931M (-$138M)

59% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 94

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
39
Reduced
94
Closed
29
Calls
$780K
Puts
$640K
Net Calls
+$140K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$14K -$161K -2,105 -92%
RCA
177
Ranch Capital Advisors
Florida
$14K
LAS
178
Lloyd Advisory Services
Georgia
$14K +$13.5K +176 +2,514%
SF
179
Synovus Financial
Georgia
$13K -$506K -6,611 -97%
M
180
MOTCO
Texas
$11K
TI
181
Truehand Inc
New Hampshire
$11K +$11.2K +146 New
BWM
182
BerganKDV Wealth Management
Minnesota
$10K +$9.49K +124 New
JHCP
183
Jackson Hole Capital Partners
Oklahoma
$9K
LFG
184
Larson Financial Group
Missouri
$9K +$77 +1 +0.9%
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9.27K +121 New
BFC
186
Bedel Financial Consulting
Indiana
$8K
SCA
187
Stonebridge Capital Advisors
Minnesota
$8K
FP
188
Financial Perspectives
Minnesota
$7.02K
AIL
189
AGF Investments LLC
Ontario, Canada
$7K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$7K
TSW
191
Thompson Siegel & Walmsley
Virginia
$7K
BFIM
192
Beese Fulmer Investment Management
Ohio
$7K +$6.74K +88 New
JCM
193
Jacobi Capital Management
Pennsylvania
$6K
MPCG
194
Matrix Private Capital Group
New York
$6K
ME
195
McIlrath & Eck
Washington
$6K
FWM
196
FSA Wealth Management
Massachusetts
$5K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$5K
CIAS
198
Capital Investment Advisory Services
North Carolina
$5K +$4.59K +60 +667%
AF
199
Allworth Financial
California
$4K
CI
200
CX Institutional
Indiana
$3K -$4.9K -64 -64%

RWR Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2020, worth a combined $931M — down 13% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 28 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 39 added.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $9.89M. The largest seller was State Street, cutting an estimated $72.2M.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2020, down from 219 in Q1 2020.
  • Funds reported $931M of State Street SPDR Dow Jones REIT ETF stock for Q2 2020, down 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2020 and 29 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2020 was Alpine Global Management, an estimated $9.89M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2020 was State Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.