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State Street SPDR Dow Jones REIT ETF

254 hedge funds and large institutions have $2.09B invested in State Street SPDR Dow Jones REIT ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

6% more capital invested

Capital invested by funds: $1.97B → $2.09B (+$118M)

3% more funds holding

Funds holding: 247254 (+7)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

2.09% less ownership

Funds ownership: 77.8%75.71% (-2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less call options, than puts

Call options by funds: $704K | Put options by funds: $879K

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
38
Increased
74
Reduced
79
Closed
29
Calls
$704K
Puts
$879K
Net Calls
-$175K
Net Calls Change
-$601K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$59K -$6.32K -62 -10%
VFA
202
Valeo Financial Advisors
Indiana
$58K
TC
203
Truvestments Capital
Florida
$54K
CFA
204
Carroll Financial Associates
North Carolina
$50K
CBT
205
Capital Bank & Trust
California
$47K +$45.9K +450 New
BCMIO
206
Beacon Capital Management Inc (Ohio)
Ohio
$46K -$102 -1 -0.2%
EK
207
Evensky & Katz
Florida
$44K -$9.58K -94 -18%
AIM
208
Advantage Investment Management
Iowa
$43K -$306 -3 -0.7%
SCA
209
Stonebridge Capital Advisors
Minnesota
$42K
CFGS
210
Concourse Financial Group Securities
Alabama
$36K -$24.5K -240 -41%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$33K +$18.5K +182 +140%
GRP
212
Global Retirement Partners
California
$31K
MRCM
213
M&R Capital Management
New Jersey
$31K
FHA
214
Flagship Harbor Advisors
Massachusetts
$31K +$102 +1 +0.3%
CTB
215
Country Trust Bank
Illinois
$31K +$30.3K +297 New
Simplex Trading
216
Simplex Trading
Illinois
$31K +$30.6K +300 New
AIC
217
Ameritas Investment Company
Nebraska
$30K +$29K +285 New
SB
218
Strategic Blueprint
Georgia
$30K +$29.3K +287 New
ASN
219
Advisory Services Network
Georgia
$29K
LFG
220
LifePlan Financial Group
Ohio
$29K +$1.02K +10 +4%
JIR
221
James Investment Research
Ohio
$27K
SIM
222
Sonora Investment Management
Arizona
$27K +$26.5K +260 New
UBS AM
223
UBS AM
Illinois
$23.5K
IA
224
IndexIQ Advisors
New York
$23K +$22.2K +218 New
GI
225
Gradient Investments
Minnesota
$20K -$15.2K -149 -44%

RWR Hedge Fund Activity: Q3 2019 in Review

254 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2019, worth a combined $2.09B — up 6% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 29 closed out — a net gain of 9 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $37M. The largest seller was Tibra Equities Europe, exiting entirely with an estimated $46.6M sold.

  • 254 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2019, up from 247 in Q2 2019.
  • Funds reported $2.09B of State Street SPDR Dow Jones REIT ETF stock for Q3 2019, up 6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2019 was State Street, an estimated $37M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2019 was Tibra Equities Europe, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2019.