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State Street SPDR Dow Jones REIT ETF

214 hedge funds and large institutions have $2.22B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $837K | Put options by funds: $541K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.75% less ownership

Funds ownership: 73.48%72.72% (-0.75%)

4% less capital invested

Capital invested by funds: $2.32B → $2.22B (-$99.5M)

3% less funds holding

Funds holding: 220214 (-6)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

29% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 75

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
53
Reduced
75
Closed
24
Calls
$837K
Puts
$541K
Net Calls
+$296K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$6K
SPIA
202
Steward Partners Investment Advisory
New York
$5K
VWA
203
V Wealth Advisors
Kansas
$5K +$4.65K +50 New
Barclays
204
Barclays
United Kingdom
$4K
CTC
205
Central Trust Company
Missouri
$4K
NC
206
NewSquare Capital
Pennsylvania
$3K -$1.86K -20 -36%
MCM
207
MV Capital Management
Maryland
$2K
EWM
208
Endurance Wealth Management
Rhode Island
$1K
BP
209
Ballentine Partners
Massachusetts
$1K +$558 +6 New
Walleye Trading
210
Walleye Trading
New York
$113 -$366K -3,934 -76%
IWM
211
IHT Wealth Management
Illinois
$7 +$93 +1 +0.9%
MWM
212
Merriman Wealth Management
Washington
-$5.93M -64,264 Closed
CIM
213
Confluence Investment Management
Missouri
-$612K -6,629 Closed
S
214
SignatureFD
Georgia
-$302K -3,277 Closed
HIM
215
Hanlon Investment Management
New Jersey
-$293K -3,174 Closed
RT
216
Rockland Trust
Massachusetts
-$264K -2,862 Closed
CFP
217
Cornerstone Financial Partners
North Carolina
-$260K -2,824 Closed
PAG
218
Private Advisory Group
Washington
-$244K -2,637 Closed
OC
219
Oppenheimer & Co
New York
-$240K -2,605 Closed
IA
220
IndexIQ Advisors
New York
-$228K -2,475 Closed
SI
221
SII Investments
Wisconsin
-$228K -2,467 Closed
BHB
222
Bank Hapoalim BM
Israel
-$208K -2,256 Closed
IFB
223
iAB Financial Bank
Indiana
-$206K -2,234 Closed
Wolverine Trading
224
Wolverine Trading
Illinois
-$205K -2,210 Closed
NAMP
225
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$203K -2,200 Closed

RWR Hedge Fund Activity: Q2 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2017, worth a combined $2.22B — down 4.3% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RWR and 21 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 53 added.

The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Goldman Sachs, cutting an estimated $52.2M.

  • 214 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2017, down from 220 in Q1 2017.
  • Funds reported $2.22B of State Street SPDR Dow Jones REIT ETF stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2017 and 24 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2017 was BlackRock, an estimated $22.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2017 was Goldman Sachs, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2017.