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State Street SPDR Dow Jones REIT ETF

255 hedge funds and large institutions have $1.12B invested in State Street SPDR Dow Jones REIT ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 243255 (+12)

3% more capital invested

Capital invested by funds: $1.09B → $1.12B (+$33.7M)

0.8% more ownership

Funds ownership: 74.57%75.37% (+0.8%)

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

95% less call options, than puts

Call options by funds: $35K | Put options by funds: $674K

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
63
Reduced
74
Closed
22
Calls
$35K
Puts
$674K
Net Calls
-$639K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$253M +$31.2M +356,380 +14%
Charles Schwab
2
Charles Schwab
California
$129M +$6.18M +70,504 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.8M +$859K +9,803 +0.9%
Wells Fargo
4
Wells Fargo
California
$87.3M -$3.51M -40,109 -4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$67.5M -$1.29M -14,741 -2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$49.9M +$43.2K +493 +0.1%
Bank of America
7
Bank of America
North Carolina
$42.1M -$20.3M -231,909 -32%
Goldman Sachs
8
Goldman Sachs
New York
$40M +$13.1M +149,581 +48%
Truist Financial
9
Truist Financial
North Carolina
$36.8M -$470K -5,363 -1%
Morgan Stanley
10
Morgan Stanley
New York
$36.6M -$23M -262,150 -38%
Millennium Management
11
Millennium Management
New York
$29.3M -$332K -3,785 -1%
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$22.2M +$1.07M +12,267 +5%
State Street
13
State Street
Massachusetts
$15.1M -$1.63M -18,558 -10%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$12.1M +$1.47M +16,812 +14%
PFM
15
Patton Fund Management
Texas
$11.8M -$246K -2,804 -2%
Creative Planning
16
Creative Planning
Kansas
$10.8M -$1.86M -21,240 -15%
CI
17
CX Institutional
Indiana
$9.82M +$1.35M +15,415 +16%
LPL Financial
18
LPL Financial
California
$9.09M -$1.89M -21,600 -17%
N
19
Natixis
France
$6.62M +$6.65M +75,936 New
MML Investors Services
20
MML Investors Services
Massachusetts
$5.88M +$374K +4,274 +7%
CFG
21
Citizens Financial Group
Rhode Island
$5.77M +$68.2K +779 +1%
CCM
22
Consolidated Capital Management
California
$5.4M -$1.07M -12,241 -16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.08M -$1.03M -11,714 -17%
GB
24
Gunma Bank
Japan
$4.79M
RJA
25
Raymond James & Associates
Florida
$4.4M +$2.12M +24,247 +92%

RWR Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2022, worth a combined $1.12B — up 3.1% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RWR positions and 22 closed out — a net gain of 17 holders — while 63 added to existing stakes and 74 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.2M. The largest seller was Morgan Stanley, cutting an estimated $23M.

  • 255 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2022, up from 243 in Q3 2022.
  • Funds reported $1.12B of State Street SPDR Dow Jones REIT ETF stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2022 and 22 closed out, a net change of +17 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2022 was Northern Trust, an estimated $31.2M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2022 was Morgan Stanley, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2022.