State Street SPDR Dow Jones REIT ETF
RWR
219 hedge funds and large institutions have $1.07B invested in State Street SPDR Dow Jones REIT ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 97 reducing their positions, and 70 closing their positions.
12% more call options, than puts
Call options by funds: $744K | Put options by funds: $662K
5.49% less ownership
Funds ownership: 76.7% → 71.21% (-5.5%)
22% less funds holding
Funds holding: 279 → 219 (-60)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
46% less capital invested
Capital invested by funds: $1.98B → $1.07B (-$907M)
48% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 97
77% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$105M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$30.1M |
| 3 |
Morgan Stanley
New York
|
+$9.44M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$6.69M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$183M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$156M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$88.1M |
| 4 |
JP Morgan Chase
New York
|
-$21.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$13.3M |
RWR Hedge Fund Activity: Q1 2020 in Review
219 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2020, worth a combined $1.07B — down 46% from $1.98B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of RWR and 16 opened new positions — a net loss of 54 holders — while 97 trimmed existing stakes and 50 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $105M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $183M sold.
- 219 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2020, down from 279 in Q4 2019.
- Funds reported $1.07B of State Street SPDR Dow Jones REIT ETF stock for Q1 2020, down 46% quarter-over-quarter.
- 16 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2020 and 70 closed out, a net change of -54 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2020 was Charles Schwab, an estimated $105M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $183M sold.
Based on aggregated 13F filings for Q1 2020.