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State Street SPDR Dow Jones REIT ETF

278 hedge funds and large institutions have $1.57B invested in State Street SPDR Dow Jones REIT ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

13% more capital invested

Capital invested by funds: $1.39B → $1.57B (+$177M)

8% more funds holding

Funds holding: 257278 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.65% less ownership

Funds ownership: 76.03%72.39% (-3.6%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.29M

Holders
278
Holders Change
+21
Holders Change %
+8.17%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
70
Reduced
80
Closed
26
Calls
$1.06M
Puts
$1.29M
Net Calls
-$231K
Net Calls Change
+$326K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$286M +$6.44M +55,904 +2%
Charles Schwab
2
Charles Schwab
California
$184M +$20.4M +177,383 +13%
Wells Fargo
3
Wells Fargo
California
$151M +$6.44M +55,924 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$146M +$2.01M +17,435 +1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$114M -$404K -3,507 -0.4%
Truist Financial
6
Truist Financial
North Carolina
$58.6M +$3.08M +26,761 +6%
Bank of America
7
Bank of America
North Carolina
$52.8M -$540K -4,686 -1%
Morgan Stanley
8
Morgan Stanley
New York
$46.3M -$89.6M -777,851 -67%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$39.1M +$2.95M +25,600 +9%
LPL Financial
10
LPL Financial
California
$37M +$18.8M +163,396 +117%
Goldman Sachs
11
Goldman Sachs
New York
$36.7M +$7.42M +64,442 +27%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$22.6M
State Street
13
State Street
Massachusetts
$22.2M -$628K -5,454 -3%
Creative Planning
14
Creative Planning
Kansas
$17.7M -$209K -1,817 -1%
Ameriprise
15
Ameriprise
Minnesota
$16.7M -$90.8K -788 -0.6%
CAI
16
Capital Advisors Inc
Oklahoma
$15.1M +$343K +2,976 +2%
PAG
17
Private Advisor Group
New Jersey
$14.5M +$3.47M +30,100 +34%
PFM
18
Patton Fund Management
Texas
$14.1M -$762K -6,617 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.4M +$43.9K +381 +0.5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.77M +$1.17M +10,189 +15%
ODFS
21
O'Donnell Financial Services
California
$9.65M +$916K +7,950 +10%
CAWM
22
Capital Advisors Wealth Management
Washington
$9.31M +$2.01M +17,430 +30%
AssetMark Inc
23
AssetMark Inc
California
$8.54M -$749K -6,507 -9%
N
24
Natixis
France
$8.27M -$2.76K -24 -0%
CFG
25
Citizens Financial Group
Rhode Island
$7.99M +$31.1K +270 +0.4%

RWR Hedge Fund Activity: Q4 2021 in Review

278 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2021, worth a combined $1.57B — up 13% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWR positions and 26 closed out — a net gain of 24 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $89.6M.

  • 278 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $1.57B of State Street SPDR Dow Jones REIT ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2021 and 26 closed out, a net change of +24 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2021 was Charles Schwab, an estimated $20.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2021 was Morgan Stanley, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2021.