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State Street SPDR Dow Jones REIT ETF

202 hedge funds and large institutions have $818M invested in State Street SPDR Dow Jones REIT ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $780K | Put options by funds: $595K

0.78% less ownership

Funds ownership: 68.78%68% (-0.78%)

6% less funds holding

Funds holding: 215202 (-13)

12% less capital invested

Capital invested by funds: $931M → $818M (-$113M)

39% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 75

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
46
Reduced
75
Closed
28
Calls
$780K
Puts
$595K
Net Calls
+$185K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
201
Alpine Global Management
New York
-$10.1M -129,142 Closed
11A
202
10-15 Associates
New York
-$1.92M -24,597 Closed
HIM
203
Hanlon Investment Management
New Jersey
-$1.25M -15,987 Closed
PAG
204
Private Advisory Group
Washington
-$1.21M -15,462 Closed
BHWM
205
Bay Harbor Wealth Management
Maryland
-$356K -4,557 Closed
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
-$348K -4,461 Closed
PAS
207
Park Avenue Securities
New York
-$332K -4,253 Closed
FT
208
Fiduciary Trust
Massachusetts
-$321K -4,111 Closed
AWM
209
AE Wealth Management
Kansas
-$275K -3,530 Closed
CPA
210
Capital Planning Advisors
California
-$263K -3,370 Closed
SIA
211
Strategic Investment Advisors
Michigan
-$246K -3,156 Closed
AA
212
Alesco Advisors
New York
-$246K -3,153 Closed
LFAS
213
Level Four Advisory Services
Texas
-$244K -3,146 Closed
WCWM
214
Wooster Corthell Wealth Management
Connecticut
-$228K -2,926 Closed
VCM
215
Vivaldi Capital Management
Illinois
-$231K -2,821 Closed
MSAM
216
Moloney Securities Asset Management
Missouri
-$204K -2,614 Closed
MMG
217
Monetary Management Group
Missouri
-$107K -1,375 Closed
GFPC
218
Global Financial Private Client
Florida
-$98.8K -1,236 Closed
FA
219
Fortis Advisors
Pennsylvania
-$68K -871 Closed
OPS
220
Orion Portfolio Solutions
Nebraska
-$22K -276 Closed
LAS
221
Lloyd Advisory Services
Georgia
-$14K -183 Closed
BWM
222
BerganKDV Wealth Management
Minnesota
-$10K -124 Closed
SCA
223
Stonebridge Capital Advisors
Minnesota
-$8K -100 Closed
BFIM
224
Beese Fulmer Investment Management
Ohio
-$7K -88 Closed
FWM
225
FSA Wealth Management
Massachusetts
-$5K -64 Closed

RWR Hedge Fund Activity: Q3 2020 in Review

202 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2020, worth a combined $818M — down 12% from $931M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWR and 17 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 46 added.

The largest buyer was Royal Bank of Canada, adding an estimated $4.99M. The largest seller was Northern Trust, cutting an estimated $34.1M.

  • 202 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2020, down from 215 in Q2 2020.
  • Funds reported $818M of State Street SPDR Dow Jones REIT ETF stock for Q3 2020, down 12% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2020 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $4.99M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2020 was Northern Trust, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2020.