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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.26B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 77 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $713K | Put options by funds: $475K

3% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 77

2.18% less ownership

Funds ownership: 74.23%72.05% (-2.2%)

4% less funds holding

Funds holding: 279268 (-11)

18% less capital invested

Capital invested by funds: $1.54B → $1.26B (-$282M)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
32
Increased
75
Reduced
77
Closed
41
Calls
$713K
Puts
$475K
Net Calls
+$238K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
201
Mine & Arao Wealth Creation & Management
California
$36K +$106 +1 +0.3%
GFPC
202
Global Financial Private Client
Florida
$35.8K +$39.1K +370 New
FFA
203
Founders Financial Alliance
North Carolina
$35K +$26K +246 +208%
AA
204
Ancora Advisors
Ohio
$34K
BCMIO
205
Beacon Capital Management Inc (Ohio)
Ohio
$34K
CFGS
206
Concourse Financial Group Securities
Alabama
$33K
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$33K
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$30K +$11.1K +105 +51%
CFFP
209
Center for Financial Planning
Michigan
$29K
OIA
210
Optimum Investment Advisors
Illinois
$29K
BA
211
Bivin & Associates
Oklahoma
$28K
CTB
212
Country Trust Bank
Illinois
$28K
SSB
213
Sandy Spring Bank
Maryland
$26K +$10.5K +99 +57%
SWM
214
Spire Wealth Management
Virginia
$24K -$9.94K -94 -27%
AWM
215
Accel Wealth Management
Iowa
$24K
ACA
216
Aptus Capital Advisors
Alabama
$24K
GWANC
217
Guardian Wealth Advisors (North Carolina)
North Carolina
$24K
CA
218
CoreCap Advisors
Michigan
$23K +$25.6K +242 New
HIA
219
Harbor Investment Advisory
Maryland
$20K +$21.8K +206 New
DSC
220
Duncker Streett & Co
Missouri
$19K
FPFS
221
First Personal Financial Services
North Carolina
$19K
MPCG
222
Matrix Private Capital Group
New York
$19K
RCM
223
Raleigh Capital Management
North Carolina
$17K +$5.08K +48 +36%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$16K -$9.73K -92 -36%
APC
225
Aspire Private Capital
North Carolina
$15K +$5.39K +51 +49%

RWR Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2022, worth a combined $1.26B — down 18% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of RWR and 32 opened new positions — a net loss of 9 holders — while 77 trimmed existing stakes and 75 added.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Charles Schwab, cutting an estimated $17.9M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2022, down from 279 in Q1 2022.
  • Funds reported $1.26B of State Street SPDR Dow Jones REIT ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2022 and 41 closed out, a net change of -9 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2022 was Morgan Stanley, an estimated $26.6M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2022 was Charles Schwab, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.