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State Street SPDR Dow Jones REIT ETF

247 hedge funds and large institutions have $1.97B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 245247 (+2)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

0.92% less ownership

Funds ownership: 78.72%77.8% (-0.92%)

14% less capital invested

Capital invested by funds: $2.3B → $1.97B (-$330M)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
5.36%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
30
Increased
72
Reduced
72
Closed
23
Calls
$426K
Puts
Net Calls
+$426K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
201
Duncker Streett & Co
Missouri
$35K
GI
202
Gradient Investments
Minnesota
$33K +$32.1K +323 +2,485%
FHA
203
Flagship Harbor Advisors
Massachusetts
$30K +$99 +1 +0.3%
ASN
204
Advisory Services Network
Georgia
$29K
GRP
205
Global Retirement Partners
California
$29K
MRCM
206
M&R Capital Management
New Jersey
$29K
DWM
207
Doyle Wealth Management
Florida
$29K +$29.5K +297 New
JIR
208
James Investment Research
Ohio
$26K
LFG
209
LifePlan Financial Group
Ohio
$26K
UBS AM
210
UBS AM
Illinois
$22.2K -$7.25K -73 -24%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$22K
TCOV
212
Trust Company of Vermont
Vermont
$18K +$18.6K +187 New
SPIA
213
Steward Partners Investment Advisory
New York
$17K +$17.7K +178 New
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$16K +$16.1K +162 New
S
215
SignatureFD
Georgia
$15K +$15.4K +155 New
M
216
MOTCO
Texas
$14K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$13K
SF
218
Synovus Financial
Georgia
$11K -$13.6K -137 -56%
LFG
219
Larson Financial Group
Missouri
$11K +$99 +1 +0.9%
JHCP
220
Jackson Hole Capital Partners
Oklahoma
$11K +$11.4K +115 New
GAM
221
Gemmer Asset Management
California
$9K +$99 +1 +1%
TSW
222
Thompson Siegel & Walmsley
Virginia
$8K
AIS
223
Accurate Investment Solutions
Pennsylvania
$8K +$2.58K +26 +46%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$7.75K +$99 +1 +1%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$7K

RWR Hedge Fund Activity: Q2 2019 in Review

247 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2019, worth a combined $1.97B — down 14% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWR positions and 23 closed out — a net gain of 7 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was State Street, adding an estimated $68M. The largest seller was TIAA FSB, cutting an estimated $541M.

  • 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2019, up from 245 in Q1 2019.
  • Funds reported $1.97B of State Street SPDR Dow Jones REIT ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2019 and 23 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2019 was State Street, an estimated $68M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2019 was TIAA FSB, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2019.