We are live on ! Find out more
RWR icon

State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Advisors Ltd
Ohio
$130K +$1.9K +18 +1%
US Bancorp
177
US Bancorp
Minnesota
$126K -$14.1K -133 -9%
MIM
178
MTM Investment Management
South Carolina
$125K
ASBI
179
American State Bank (Iowa)
Iowa
$122K
FMP
180
Financial Management Professionals
Texas
$119K -$2.91M -27,496 -96%
MA
181
MUFG Americas
New York
$117K
BA
182
Bellwether Advisors
Nebraska
$88K +$952 +9 +1%
PK
183
Pflug Koory
Nebraska
$87K
TPCW
184
TD Private Client Wealth
New York
$85.7K +$2.01K +19 +2%
HWA
185
HHM Wealth Advisors
Tennessee
$78K
CMP
186
Coston McIsaac & Partners
Maine
$77K +$86K +813 New
AF
187
Advisornet Financial
Minnesota
$76K
CWC
188
Carolinas Wealth Consulting
North Carolina
$76K
EWM
189
Evermay Wealth Management
Virginia
$76K
MIFH
190
Migdal Insurance & Financial Holdings
Israel
$75K
HI
191
Harbour Investments
Wisconsin
$74K +$81.9K +774 New
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$23.6K +223 +42%
GRP
193
Global Retirement Partners
California
$67K -$55K -520 -42%
MCM
194
Manchester Capital Management
Vermont
$63K +$1.59K +15 +2%
HWA
195
Heritage Wealth Advisors
Virginia
$58K
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K
OC
197
Oakworth Capital
Alabama
$48K -$4.76K -45 -8%
SPIA
198
Steward Partners Investment Advisory
New York
$45K -$15.9K -150 -24%
ACA
199
Atlas Capital Advisors
Wyoming
$40.9K
LWP
200
Laurel Wealth Planning
Minnesota
$39K

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.