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State Street SPDR Dow Jones REIT ETF

279 hedge funds and large institutions have $1.54B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $962K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1.84% more ownership

Funds ownership: 72.39%74.23% (+1.8%)

0% more funds holding

Funds holding: 278279 (+1)

2% less capital invested

Capital invested by funds: $1.57B → $1.54B (-$29.6M)

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
28
Increased
70
Reduced
89
Closed
22
Calls
$1.85M
Puts
$962K
Net Calls
+$892K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$288M +$12.8M +112,571 +5%
Charles Schwab
2
Charles Schwab
California
$179M +$1.85M +16,232 +1%
Wells Fargo
3
Wells Fargo
California
$147M +$1.72M +15,060 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$140M +$95.4K +837 +0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$109M -$632K -5,547 -0.6%
Truist Financial
6
Truist Financial
North Carolina
$55.7M -$557K -4,891 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$54M +$15.9M +139,566 +44%
Bank of America
8
Bank of America
North Carolina
$50.3M -$397K -3,483 -0.8%
Goldman Sachs
9
Goldman Sachs
New York
$49.9M +$14.3M +125,162 +42%
Morgan Stanley
10
Morgan Stanley
New York
$47M +$2.45M +21,519 +6%
Millennium Management
11
Millennium Management
New York
$41.1M +$39.9M +350,393 New
LPL Financial
12
LPL Financial
California
$21.3M -$13.8M -121,445 -40%
State Street
13
State Street
Massachusetts
$20.1M -$1.23M -10,764 -6%
Creative Planning
14
Creative Planning
Kansas
$16.6M -$321K -2,819 -2%
CAI
15
Capital Advisors Inc
Oklahoma
$15.2M +$682K +5,985 +5%
PFM
16
Patton Fund Management
Texas
$14.7M +$1.05M +9,178 +8%
UBS Group
17
UBS Group
Switzerland
$12.4M +$6.37M +55,927 +112%
ODFS
18
O'Donnell Financial Services
California
$10.5M +$446K +3,914 +5%
PAG
19
Private Advisor Group
New Jersey
$8.52M -$5.29M -46,439 -39%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.19M +$738K +6,482 +10%
N
21
Natixis
France
$7.94M
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$7.76M +$5.95M +52,201 +374%
CFG
23
Citizens Financial Group
Rhode Island
$7.53M -$141K -1,235 -2%
MML Investors Services
24
MML Investors Services
Massachusetts
$7.46M +$19.3K +169 +0.3%
ECM
25
Evergreen Capital Management
Washington
$7M +$121K +1,064 +2%

RWR Hedge Fund Activity: Q1 2022 in Review

279 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2022, worth a combined $1.54B — down 1.9% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWR positions and 22 closed out — a net gain of 6 holders — while 70 added to existing stakes and 89 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $39.9M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $22.6M sold.

  • 279 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2022, up from 278 in Q4 2021.
  • Funds reported $1.54B of State Street SPDR Dow Jones REIT ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2022 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2022 was Millennium Management, an estimated $39.9M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2022 was T. Rowe Price Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2022.