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State Street SPDR Dow Jones REIT ETF

202 hedge funds and large institutions have $818M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $780K | Put options by funds: $595K

0.78% less ownership

Funds ownership: 68.78%68% (-0.78%)

6% less funds holding

Funds holding: 215202 (-13)

12% less capital invested

Capital invested by funds: $931M → $818M (-$113M)

39% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 75

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
46
Reduced
75
Closed
28
Calls
$780K
Puts
$595K
Net Calls
+$185K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
176
Savior LLC
Massachusetts
$8K +$8.59K +108 New
FP
177
Financial Perspectives
Minnesota
$7.02K
AIL
178
AGF Investments LLC
Ontario, Canada
$7K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$7K
TSW
180
Thompson Siegel & Walmsley
Virginia
$7K
APC
181
Aspire Private Capital
North Carolina
$6K -$1.83M -22,965 -100%
JCM
182
Jacobi Capital Management
Pennsylvania
$6K
MPCG
183
Matrix Private Capital Group
New York
$6K
ME
184
McIlrath & Eck
Washington
$6K
CIAS
185
Capital Investment Advisory Services
North Carolina
$5K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$5K
AF
187
Allworth Financial
California
$4K
PFS
188
Prospera Financial Services
Texas
$3K +$3.02K +38 New
PFO
189
Pathstone Family Office
New Jersey
$3K +$3.26K +41 New
EWM
190
Endurance Wealth Management
Rhode Island
$2K
EW
191
Evoke Wealth
California
$2K
ADL
192
Asset Dedication LLC
California
$2K +$1.91K +24 New
CI
193
CX Institutional
Indiana
$1K -$1.91K -24 -67%
GTAM
194
Global Trust Asset Management
Florida
$1K
GWMIA
195
Global Wealth Management Investment Advisory
Florida
$1K
IF
196
Ironwood Financial
Arizona
$1K
MCM
197
MV Capital Management
Maryland
$1K
RG
198
Retirement Group
California
$1K
RIM
199
Rockbridge Investment Management
New York
$1K
SFS
200
Sowell Financial Services
Arkansas
$1K

RWR Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2020, worth a combined $818M — down 12% from $931M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWR and 17 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 46 added.

The largest buyer was Royal Bank of Canada, adding an estimated $4.99M. The largest seller was Northern Trust, cutting an estimated $34.1M.

  • 202 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2020, down from 215 in Q2 2020.
  • Funds reported $818M of State Street SPDR Dow Jones REIT ETF stock for Q3 2020, down 12% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2020 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $4.99M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2020 was Northern Trust, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2020.