State Street SPDR Dow Jones REIT ETF
RWR
226 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 76 reducing their positions, and 21 closing their positions.
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
7% more capital invested
Capital invested by funds: $963M → $1.03B (+$71.2M)
1% more funds holding
Funds holding: 223 → 226 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.17% less ownership
Funds ownership: 71.3% → 69.13% (-2.2%)
36% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 76
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $435K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.83M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$7.99M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.7M |
| 5 |
Millennium Management
New York
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$14.5M |
| 2 |
Morgan Stanley
New York
|
-$13.3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$11.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.36M |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$4.99M |
RWR Hedge Fund Activity: Q1 2021 in Review
226 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2021, worth a combined $1.03B — up 7.4% from $963M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new RWR positions and 21 closed out — a net gain of 3 holders — while 49 added to existing stakes and 76 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.2M. The largest seller was Financial Advocates Investment Management, cutting an estimated $14.5M.
- 226 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2021, up from 223 in Q4 2020.
- Funds reported $1.03B of State Street SPDR Dow Jones REIT ETF stock for Q1 2021, up 7.4% quarter-over-quarter.
- 24 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2021 and 21 closed out, a net change of +3 holders.
- The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2021 was LPL Financial, an estimated $11.2M added.
- The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2021 was Financial Advocates Investment Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2021.