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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $931M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $780K | Put options by funds: $640K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 219215 (-4)

2.43% less ownership

Funds ownership: 71.21%68.78% (-2.4%)

13% less capital invested

Capital invested by funds: $1.07B → $931M (-$138M)

59% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 94

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
39
Reduced
94
Closed
29
Calls
$780K
Puts
$640K
Net Calls
+$140K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$2K -$165K -2,149 -99%
EWM
202
Endurance Wealth Management
Rhode Island
$2K
EW
203
Evoke Wealth
California
$2K
SFS
204
Sowell Financial Services
Arkansas
$1K -$15.8K -206 -93%
GWMIA
205
Global Wealth Management Investment Advisory
Florida
$1K
MF
206
Manchester Financial
California
$1K
MCM
207
MV Capital Management
Maryland
$1K
GTAM
208
Global Trust Asset Management
Florida
$1K +$77 +1 +10%
IF
209
Ironwood Financial
Arizona
$1K +$1.07K +14 New
RG
210
Retirement Group
California
$1K +$1.07K +14 New
CL
211
Cabana LLC
Arkansas
$1K +$1.15K +15 New
RIM
212
Rockbridge Investment Management
New York
$1K +$1.23K +16 New
TF
213
TIAA FSB
Florida
-$1.98M -27,465 Closed
GFS
214
GYL Financial Synergies
Connecticut
-$1.32M -18,334 Closed
AWM
215
Aprio Wealth Management
Georgia
-$1.19M -16,424 Closed
AIFAIM
216
American Institute for Advanced Investment Management
Arizona
-$592K -8,205 Closed
ACP
217
Aveo Capital Partners
Colorado
-$575K -7,966 Closed
FHC
218
First Heartland Consultants
Missouri
-$411K -5,687 Closed
AL
219
Aspiriant LLC
California
-$339K -4,700 Closed
CAG
220
Csenge Advisory Group
Florida
-$330K -4,576 Closed
SS
221
Simplicity Solutions
Minnesota
-$307K -4,255 Closed
IA
222
IFG Advisory
Georgia
-$248K -3,438 Closed
MG
223
Mather Group
Illinois
-$243K -3,370 Closed
EWM
224
Evermay Wealth Management
Virginia
-$227K -3,141 Closed
CPIG
225
Chicago Partners Investment Group
Illinois
-$215K -2,787 Closed

RWR Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2020, worth a combined $931M — down 13% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWR and 28 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 39 added.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $9.89M. The largest seller was State Street, cutting an estimated $72.2M.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2020, down from 219 in Q1 2020.
  • Funds reported $931M of State Street SPDR Dow Jones REIT ETF stock for Q2 2020, down 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2020 and 29 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2020 was Alpine Global Management, an estimated $9.89M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2020 was State Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.