State Street SPDR Dow Jones REIT ETF
247 hedge funds and large institutions have $2B invested in State Street SPDR Dow Jones REIT ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 27 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
122% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 27
22% more call options, than puts
Call options by funds: $464K | Put options by funds: $379K
14% more funds holding
Funds holding: 216 → 247 (+31)
8.93% more ownership
Funds ownership: 70.96% → 79.89% (+8.9%)
8% more capital invested
Capital invested by funds: $1.85B → $2B (+$147M)
18% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$116M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$109M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$74M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$47.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$16.7M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$13M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.56M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
-$6.75M |
RWR Hedge Fund Activity: Q4 2018 in Review
247 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2018, worth a combined $2B — up 7.9% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new RWR positions and 27 closed out — a net gain of 33 holders — while 61 added to existing stakes and 74 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $116M. The largest seller was Goldman Sachs, cutting an estimated $17.7M.
- 247 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2018, up from 216 in Q3 2018.
- Funds reported $2B of State Street SPDR Dow Jones REIT ETF stock for Q4 2018, up 7.9% quarter-over-quarter.
- 60 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2018 and 27 closed out, a net change of +33 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $116M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2018 was Goldman Sachs, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2018.