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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.54B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $962K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1.84% more ownership

Funds ownership: 72.39%74.23% (+1.8%)

0% more funds holding

Funds holding: 278279 (+1)

2% less capital invested

Capital invested by funds: $1.57B → $1.54B (-$29.6M)

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
28
Increased
70
Reduced
89
Closed
22
Calls
$1.85M
Puts
$962K
Net Calls
+$892K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
201
Simplex Trading
Illinois
$100K -$34.2K -300 -26%
HWA
202
HHM Wealth Advisors
Tennessee
$97K +$94K +825 New
AF
203
Advisornet Financial
Minnesota
$94K
CWC
204
Carolinas Wealth Consulting
North Carolina
$94K
EWM
205
Evermay Wealth Management
Virginia
$94K +$88.5K +777 +3,532%
MIFH
206
Migdal Insurance & Financial Holdings
Israel
$93K
MCM
207
Manchester Capital Management
Vermont
$76K -$636K -5,579 -90%
SPIA
208
Steward Partners Investment Advisory
New York
$73K -$4.33K -38 -6%
HWA
209
Heritage Wealth Advisors
Virginia
$71K
AssetMark Inc
210
AssetMark Inc
California
$68K -$7.89M -69,290 -99%
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K
OC
212
Oakworth Capital
Alabama
$64K
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$62K -$38.8K -341 -39%
MCC
214
Money Concepts Capital
Florida
$61K +$59.7K +524 New
ACA
215
Atlas Capital Advisors
Wyoming
$50.4K
LWP
216
Laurel Wealth Planning
Minnesota
$48K
MAWCM
217
Mine & Arao Wealth Creation & Management
California
$44K
BCMIO
218
Beacon Capital Management Inc (Ohio)
Ohio
$42K
AA
219
Ancora Advisors
Ohio
$42K +$20.4K +179 +100%
SWM
220
Spire Wealth Management
Virginia
$41K
CFGS
221
Concourse Financial Group Securities
Alabama
$40K -$1.71K -15 -4%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$40K
OIA
223
Optimum Investment Advisors
Illinois
$35K -$45.6K -400 -57%
CFFP
224
Center for Financial Planning
Michigan
$35K
CTB
225
Country Trust Bank
Illinois
$35K

RWR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2022, worth a combined $1.54B — down 1.9% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWR positions and 22 closed out — a net gain of 6 holders — while 70 added to existing stakes and 89 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $39.9M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $22.6M sold.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2022, up from 278 in Q4 2021.
  • Funds reported $1.54B of State Street SPDR Dow Jones REIT ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2022 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2022 was Millennium Management, an estimated $39.9M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2022 was T. Rowe Price Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2022.