We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
176
Bellwether Advisors
Nebraska
$119K -$7.67K -70 -6%
HI
177
Harbour Investments
Wisconsin
$119K +$3.84K +35 +3%
GRP
178
Global Retirement Partners
California
$106K
CC
179
Cassaday & Co
Virginia
$104K
OIA
180
Optimum Investment Advisors
Illinois
$100K
PK
181
Pflug Koory
Nebraska
$98K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$96K
TPCW
183
TD Private Client Wealth
New York
$95.8K
CWC
184
Carolinas Wealth Consulting
North Carolina
$95K
AF
185
Advisornet Financial
Minnesota
$84K +$36.1K +329 +70%
GKWIM
186
Gerber Kawasaki Wealth & Investment Management
California
$73K +$76.8K +701 New
PWA
187
Phoenix Wealth Advisors
North Carolina
$66K
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$65K
HWA
189
Heritage Wealth Advisors
Virginia
$63.8K
LWANC
190
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K
OC
191
Oakworth Capital
Alabama
$57K -$3.29K -30 -5%
ACA
192
Atlas Capital Advisors
Wyoming
$55.8K +$58K +529 New
LWP
193
Laurel Wealth Planning
Minnesota
$43K +$44.4K +405 New
BCMIO
194
Beacon Capital Management Inc (Ohio)
Ohio
$38K +$39.7K +362 New
DSC
195
Duncker Streett & Co
Missouri
$37K
CFGS
196
Concourse Financial Group Securities
Alabama
$36K -$30K -274 -45%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$36K
SWM
198
Spire Wealth Management
Virginia
$36K
CFA
199
Carroll Financial Associates
North Carolina
$34K
CFFP
200
Center for Financial Planning
Michigan
$32K

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.