RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

166 hedge funds and large institutions have $1.66B invested in SPDR Dow Jones REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
25
Increased
57
Reduced
51
Closed
17
Calls
$749K
Puts
$1.54M
Net Calls
-$788K
Net Calls Change
+$451K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$93M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
VA
3
Valmark Advisers
Ohio
$89.7M
4
BIT
4
BlackRock Institutional Trust
California
$19.7M
5
CIM
5
Confluence Investment Management
Missouri
$11.3M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$0
2
CAL
2
Capital Analysts LLC
Pennsylvania
$0
3
Invesco
3
Invesco
Georgia
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.6M
5
Northern Trust
5
Northern Trust
Illinois
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$263M 3,370,169 -24,481 -0.7%
Northern Trust
2
Northern Trust
Illinois
$211M 2,704,126 -36,262 -1%
Bank of America
3
Bank of America
North Carolina
$137M 1,759,799 +41,829 +2%
TCT
4
TIAA CREF Trust
Missouri
$125M 1,596,602 +112,297 +8%
CSIA
5
Charles Schwab Investment Advisory
California
$93M 1,191,741 +276,826 +30%
VA
6
Valmark Advisers
Ohio
$89.7M 1,149,506 +223,686 +24%
Goldman Sachs
7
Goldman Sachs
New York
$89.4M 1,145,508 +231,484 +25%
State Street
8
State Street
Massachusetts
$83.9M 1,075,735 +136,744 +15%
AA
9
Alesco Advisors
New York
$48.3M 619,550 +18,894 +3%
Morgan Stanley
10
Morgan Stanley
New York
$44.1M 565,152 +3,397 +0.6%
AssetMark Inc
11
AssetMark Inc
California
$37.1M 475,992 +77,267 +19%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$35.8M 458,898 -7,987 -2%
CHFS
13
Cobble Hill Financial Services
New Jersey
$34.8M 445,900 – –
Franklin Resources
14
Franklin Resources
California
$30.5M 391,000 +8,000 +2%
BIT
15
BlackRock Institutional Trust
California
$19.7M 252,522 +163,318 +183%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$18.6M 238,804 -47,698 -17%
Prudential Financial
17
Prudential Financial
New Jersey
$18.6M 238,000 – –
Creative Planning
18
Creative Planning
Kansas
$15M 191,785 +9,216 +5%
CS
19
Credit Suisse
Switzerland
$14M 179,627 +84,066 +88%
Stifel Financial
20
Stifel Financial
Missouri
$13.6M 174,426 +174,426 New
TCM
21
TD Capital Management
Tennessee
$11.6M 148,848 +542 +0.4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$11.5M 147,616 -3,147 -2%
CIM
23
Confluence Investment Management
Missouri
$11.3M 144,685 +144,685 New
PFM
24
Phillips Financial Management
Indiana
$10.5M 132,120 -2,814 -2%
SB
25
Suntrust Banks
Georgia
$8.9M 114,098 -12,742 -10%
1
2 3 4 5