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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $1.85B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 215215 (0)

0% more call options, than puts

Call options by funds: $252K | Put options by funds: $252K

0% less capital invested

Capital invested by funds: $1.85B → $1.85B (-$666K)

1.54% less ownership

Funds ownership: 72.49%70.95% (-1.5%)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
57
Reduced
69
Closed
22
Calls
$252K
Puts
$252K
Net Calls
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
201
TRUE Private Wealth Advisors
Oregon
$5.59K +$5.69K +60 New
AIS
202
Accurate Investment Solutions
Pennsylvania
$5K
AF
203
Allworth Financial
California
$5K
SWMG
204
Signature Wealth Management Group
Georgia
$5K
BFC
205
Bedel Financial Consulting
Indiana
$4K -$3.04K -32 -38%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$1.99K -21 -33%
EA
207
Elm Advisors
California
$4K +$3.79K +40 New
TFA
208
Transamerica Financial Advisors
Florida
$2K -$687K -7,240 -100%
SPIA
209
Steward Partners Investment Advisory
New York
$2K
EWM
210
Endurance Wealth Management
Rhode Island
$1K
MCM
211
MV Capital Management
Maryland
$1K
SWM
212
SeaCrest Wealth Management
New York
$1K
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$1K +$1.8K +19 New
FRA
214
Front Row Advisors
California
$408 -$10.1K -106 -2%
IOOF
215
Independent Order of Foresters
Ontario, Canada
-$64.7M -688,450 Closed
Jane Street
216
Jane Street
New York
-$1.24M -13,218 Closed
LSAG
217
Lake Street Advisors Group
New Hampshire
-$623K -6,632 Closed
PWM
218
Perigon Wealth Management
California
-$447K -4,759 Closed
BRF
219
B. Riley Financial
California
-$403K -4,251 Closed
BL
220
Balentine LLC
Georgia
-$353K -3,761 Closed
DWA
221
Douglass Winthrop Advisors
New York
-$258K -2,745 Closed
SB
222
Simmons Bank
Arkansas
-$219K -2,329 Closed
RG
223
Rikoon Group
New Mexico
-$207K -2,202 Closed
MGIA
224
Moneta Group Investment Advisors
Missouri
-$140K -1,488 Closed
TC
225
Trust Company
Kansas
-$47K -505 Closed

RWR Hedge Fund Activity: Q3 2018 in Review

215 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2018, worth a combined $1.85B — down 0.04% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWR positions and 22 closed out — a net gain of 2 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was State Street, adding an estimated $46.5M. The largest seller was Independent Order of Foresters, exiting entirely with an estimated $64.7M sold.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q3 2018, down 0.04% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2018 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2018 was State Street, an estimated $46.5M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2018 was Independent Order of Foresters, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2018.