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State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
176
Autumn Glory Partners
Texas
$232K +$219K +1,900 New
CWM
177
Congress Wealth Management
Massachusetts
$226K +$213K +1,849 New
AWA
178
Arkadios Wealth Advisors
Georgia
$220K
ACP
179
Aveo Capital Partners
Colorado
$219K +$207K +1,795 New
GHAM
180
Gilman Hill Asset Management
Connecticut
$208K +$196K +1,700 New
LWCFA
181
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K +$186K +1,618 New
MA
182
MUFG Americas
New York
$188K -$51.8K -450 -23%
US Bancorp
183
US Bancorp
Minnesota
$179K -$89.3K -775 -35%
AW
184
Avion Wealth
Texas
$169K +$115 +1 +0.1%
CAL
185
Capital Advisors Ltd
Ohio
$167K
ASBI
186
American State Bank (Iowa)
Iowa
$157K
Simplex Trading
187
Simplex Trading
Illinois
$141K +$133K +1,159 New
BA
188
Bellwether Advisors
Nebraska
$136K
AIM
189
Axiom Investment Management
New York
$121K +$114K +990 New
CC
190
Cassaday & Co
Virginia
$120K
PK
191
Pflug Koory
Nebraska
$113K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$112K
TPCW
193
TD Private Client Wealth
New York
$108K -$3.11K -27 -3%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$38K -330 -27%
RIA
195
Richwood Investment Advisors
Ohio
$104K +$97.9K +850 New
HI
196
Harbour Investments
Wisconsin
$102K -$34.4K -299 -26%
CWC
197
Carolinas Wealth Consulting
North Carolina
$98K -$11.5K -100 -11%
AF
198
Advisornet Financial
Minnesota
$98K
MIFH
199
Migdal Insurance & Financial Holdings
Israel
$97K +$91.4K +794 New
OIA
200
Optimum Investment Advisors
Illinois
$86K -$28.8K -250 -26%

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.