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State Street SPDR Dow Jones REIT ETF

215 hedge funds and large institutions have $1.85B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $267K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $1.66B → $1.85B (+$186M)

3% more funds holding

Funds holding: 209215 (+6)

1.82% more ownership

Funds ownership: 70.68%72.49% (+1.8%)

28% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 68

Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
49
Reduced
68
Closed
27
Calls
$1.48M
Puts
$267K
Net Calls
+$1.21M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$512M -$12.5M -140,937 -3%
Wells Fargo
2
Wells Fargo
California
$271M -$8.71M -97,876 -3%
Northern Trust
3
Northern Trust
Illinois
$265M -$14.6M -164,169 -6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$82.9M +$995K +11,181 +1%
CSIA
5
Charles Schwab Investment Advisory
California
$77.6M -$516K -5,800 -0.7%
Bank of America
6
Bank of America
North Carolina
$76.4M -$4.04M -45,404 -5%
IOOF
7
Independent Order of Foresters
Ontario, Canada
$64.7M +$61.2M +688,450 New
Goldman Sachs
8
Goldman Sachs
New York
$55.1M -$5.46M -61,404 -9%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$30.3M +$7.32M +82,298 +34%
State Street
10
State Street
Massachusetts
$28.5M -$9.58M -107,645 -26%
SB
11
Suntrust Banks
Georgia
$25.8M +$666K +7,486 +3%
Morgan Stanley
12
Morgan Stanley
New York
$25.7M -$1.57M -17,609 -6%
Creative Planning
13
Creative Planning
Kansas
$23.8M +$471K +5,296 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$20.3M +$245K +2,749 +1%
BlackRock
15
BlackRock
New York
$18M +$6.58M +73,918 +63%
CAI
16
Capital Advisors Inc
Oklahoma
$13M +$12.3M +138,236 New
UBS Group
17
UBS Group
Switzerland
$12.6M +$7.66M +86,128 +181%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12.3M +$9.31M +104,690 +403%
Franklin Resources
19
Franklin Resources
California
$10.9M
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$10.7M -$749K -8,423 -7%
TEE
21
Tibra Equities Europe
United Kingdom
$10.4M +$9.82M +110,370 New
Ameriprise
22
Ameriprise
Minnesota
$10M +$3.04M +34,218 +48%
UCFA
23
United Capital Financial Advisors
Texas
$9.87M -$996K -11,199 -10%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.39M -$9.59M -107,756 -55%
LPL Financial
25
LPL Financial
California
$7.32M +$182K +2,049 +3%

RWR Hedge Fund Activity: Q2 2018 in Review

215 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2018, worth a combined $1.85B — up 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWR positions and 27 closed out — a net gain of 6 holders — while 49 added to existing stakes and 68 trimmed.

The largest buyer was Independent Order of Foresters, opening a new position worth an estimated $61.2M. The largest seller was Northern Trust, cutting an estimated $14.6M.

  • 215 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2018, up from 209 in Q1 2018.
  • Funds reported $1.85B of State Street SPDR Dow Jones REIT ETF stock for Q2 2018, up 11% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2018 and 27 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2018 was Independent Order of Foresters, an estimated $61.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2018 was Northern Trust, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.