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State Street SPDR Dow Jones REIT ETF

198 hedge funds and large institutions have $2.07B invested in State Street SPDR Dow Jones REIT ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 72.72%72.11% (-0.61%)

7% less capital invested

Capital invested by funds: $2.22B → $2.07B (-$148M)

7% less funds holding

Funds holding: 214198 (-16)

34% less call options, than puts

Call options by funds: $472K | Put options by funds: $714K

39% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 82

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
16
Increased
50
Reduced
82
Closed
29
Calls
$472K
Puts
$714K
Net Calls
-$242K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
201
Iconiq Capital
California
-$357K -3,840 Closed
AWM
202
AE Wealth Management
Kansas
-$322K -3,468 Closed
SC
203
Scotia Capital
Ontario, Canada
-$293K -3,146 Closed
ACP
204
Aveo Capital Partners
Colorado
-$239K -2,567 Closed
CB
205
Commerce Bank
Missouri
-$215K -2,310 Closed
FCI
206
Financial Counselors Inc
Kansas
-$208K -2,241 Closed
RG
207
Rikoon Group
New Mexico
-$204K -2,202 Closed
SSB
208
Sandy Spring Bank
Maryland
-$126K -1,350 Closed
Walleye Trading
209
Walleye Trading
New York
-$113 -1,218 Closed
EDRH
210
Edmond de Rothschild Holding
Switzerland
-$91K -980 Closed
SF
211
Synovus Financial
Georgia
-$81K -873 Closed
FHA
212
First Horizon Advisors
Tennessee
-$43K -474 Closed
MLFP
213
MPS Loria Financial Planners
Illinois
-$35K -378 Closed
OIA
214
OneDigital Investment Advisors
Kansas
-$30K -325 Closed
SHJ
215
Sharkey, Howes & Javer
Colorado
-$27K -293 Closed
Simplex Trading
216
Simplex Trading
Illinois
-$22K -244 Closed
WEC
217
Winslow Evans & Crocker
Massachusetts
-$9.3K -100 Closed
ACM
218
Aviance Capital Management
Florida
-$8K -82 Closed
BFEC
219
Benjamin F. Edwards & Company
Missouri
-$7K -78 Closed
SIM
220
Sonora Investment Management
Arizona
-$6.6K -71 Closed
WT
221
Whittier Trust
California
-$6K -66 Closed
SPIA
222
Steward Partners Investment Advisory
New York
-$5K -57 Closed
VWA
223
V Wealth Advisors
Kansas
-$5K -50 Closed
CTC
224
Central Trust Company
Missouri
-$4K -40 Closed
BP
225
Ballentine Partners
Massachusetts
-$558 -6 Closed

RWR Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2017, worth a combined $2.07B — down 6.7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 16 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 50 added.

The largest buyer was TIAA FSB, adding an estimated $23M. The largest seller was Alesco Advisors, cutting an estimated $24.6M.

  • 198 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $2.07B of State Street SPDR Dow Jones REIT ETF stock for Q3 2017, down 6.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2017 and 29 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2017 was TIAA FSB, an estimated $23M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2017 was Alesco Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.