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State Street SPDR Dow Jones REIT ETF

257 hedge funds and large institutions have $1.39B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

19% more capital invested

Capital invested by funds: $1.17B → $1.39B (+$221M)

14.34% more ownership

Funds ownership: 61.69%76.03% (+14%)

9% more funds holding

Funds holding: 235257 (+22)

65% less call options, than puts

Call options by funds: $297K | Put options by funds: $854K

Holders
257
Holders Change
+22
Holders Change %
+9.36%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
73
Reduced
57
Closed
14
Calls
$297K
Puts
$854K
Net Calls
-$557K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$241M +$2.76M +25,154 +1%
Charles Schwab
2
Charles Schwab
California
$140M +$1.99M +18,126 +1%
Wells Fargo
3
Wells Fargo
California
$124M +$7.97M +72,744 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$124M +$17.1M +155,695 +15%
Morgan Stanley
5
Morgan Stanley
New York
$122M +$86.3M +787,600 +213%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$98.7M +$17.1M +156,249 +20%
Truist Financial
7
Truist Financial
North Carolina
$47.8M +$1.21M +11,008 +2%
Bank of America
8
Bank of America
North Carolina
$46M -$64.3K -587 -0.1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$31.1M -$1.27M -11,557 -4%
Goldman Sachs
10
Goldman Sachs
New York
$24.9M +$3.67M +33,465 +17%
State Street
11
State Street
Massachusetts
$19.7M -$119K -1,089 -0.6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$19.5M
Creative Planning
13
Creative Planning
Kansas
$15.4M +$465K +4,241 +3%
LPL Financial
14
LPL Financial
California
$14.7M +$7.03M +64,178 +85%
Ameriprise
15
Ameriprise
Minnesota
$14.1M -$858K -7,827 -6%
PFM
16
Patton Fund Management
Texas
$12.9M +$2.51M +22,939 +23%
CAI
17
Capital Advisors Inc
Oklahoma
$12.7M -$4.05K -37 -0%
JP Morgan Chase
18
JP Morgan Chase
New York
$11.3M +$8.91M +81,271 +309%
PAG
19
Private Advisor Group
New Jersey
$9.37M +$3.38M +30,875 +53%
Osaic Holdings
20
Osaic Holdings
Arizona
$8.93M -$1.98M -18,074 -18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.45M +$2.22M +20,241 +34%
ODFS
22
O'Donnell Financial Services
California
$8.17M +$8.49M +77,465 New
AssetMark Inc
23
AssetMark Inc
California
$8.05M +$2.47M +22,505 +42%
OMC
24
Old Mission Capital
Illinois
$7.98M +$8.3M +75,701 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.36M +$6.22M +56,775 +436%

RWR Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2021, worth a combined $1.39B — up 19% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWR positions and 14 closed out — a net gain of 24 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.3M. The largest seller was Millennium Management, exiting entirely with an estimated $22.9M sold.

  • 257 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $1.39B of State Street SPDR Dow Jones REIT ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2021 and 14 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2021 was Morgan Stanley, an estimated $86.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2021 was Millennium Management, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2021.