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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
201
Country Trust Bank
Illinois
$31K
CG
202
Cutler Group
California
$31K +$21.9K +200 +200%
MAWCM
203
Mine & Arao Wealth Creation & Management
California
$27K +$110 +1 +0.4%
ACA
204
Aptus Capital Advisors
Alabama
$23K
BHWM
205
Bay Harbor Wealth Management
Maryland
$22K -$21.5K -196 -48%
FPFS
206
First Personal Financial Services
North Carolina
$21K
MPCG
207
Matrix Private Capital Group
New York
$21K
SPIA
208
Steward Partners Investment Advisory
New York
$19K
AA
209
Ancora Advisors
Ohio
$19K +$19.6K +179 New
RTL
210
Red Tortoise LLC
Georgia
$18K +$22.8K +208 New
SWA
211
SOA Wealth Advisors
New York
$17K
BFEC
212
Benjamin F. Edwards & Company
Missouri
$16K
RCA
213
Ranch Capital Advisors
Florida
$16K
CT
214
Caldwell Trust
Florida
$15.8K
TI
215
Truehand Inc
New Hampshire
$15K
TCWM
216
Total Clarity Wealth Management
Illinois
$15K +$15.3K +140 New
M
217
MOTCO
Texas
$14K
RFA
218
Reilly Financial Advisors
California
$14K +$14.9K +136 New
WQ
219
Wealth Quarterback
New Jersey
$13K +$219 +2 +2%
APC
220
Aspire Private Capital
North Carolina
$12K -$11.6K -106 -47%
JHCP
221
Jackson Hole Capital Partners
Oklahoma
$12K
LFG
222
Larson Financial Group
Missouri
$12K +$110 +1 +0.9%
NFSG
223
Newbridge Financial Services Group
Florida
$12K +$110 +1 +0.9%
FFA
224
Founders Financial Alliance
North Carolina
$11K
MIM
225
MTM Investment Management
South Carolina
$11K

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.