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State Street SPDR Dow Jones REIT ETF

238 hedge funds and large institutions have $841M invested in State Street SPDR Dow Jones REIT ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $435K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

0.88% more ownership

Funds ownership: 65.84%66.72% (+0.88%)

1% more funds holding

Funds holding: 236238 (+2)

5% less capital invested

Capital invested by funds: $888M → $841M (-$47M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
238
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
66
Reduced
79
Closed
22
Calls
$1.33M
Puts
$435K
Net Calls
+$895K
Net Calls Change
+$308K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$209M +$114K +1,272 +0.1%
Charles Schwab
2
Charles Schwab
California
$153M +$2.37M +26,425 +1%
Wells Fargo
3
Wells Fargo
California
$65.4M -$8.33M -92,711 -11%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$38.4M -$1.57M -17,432 -4%
Bank of America
5
Bank of America
North Carolina
$37.7M +$7.93M +88,218 +24%
Morgan Stanley
6
Morgan Stanley
New York
$35M -$1.08M -12,000 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29.3M -$565K -6,282 -2%
Truist Financial
8
Truist Financial
North Carolina
$23.2M -$597K -6,638 -2%
LPL Financial
9
LPL Financial
California
$22.6M +$3.57M +39,710 +17%
Goldman Sachs
10
Goldman Sachs
New York
$14.3M +$2.91M +32,406 +23%
PFM
11
Patton Fund Management
Texas
$13M +$274K +3,053 +2%
BlackRock
12
BlackRock
New York
$11.3M +$8.85M +98,426 +259%
Creative Planning
13
Creative Planning
Kansas
$9.49M -$415K -4,616 -4%
PAG
14
Private Advisor Group
New Jersey
$8.01M +$477K +5,312 +6%
CA
15
Clearstead Advisors
Ohio
$7.7M +$4.16M +46,242 +99%
Ameriprise
16
Ameriprise
Minnesota
$7.58M -$249K -2,772 -14%
Citadel Advisors
17
Citadel Advisors
Florida
$7.58M +$8.19M +91,144 +47,971%
CFG
18
Citizens Financial Group
Rhode Island
$5.04M +$117K +1,299 +2%
N
19
Natixis
France
$4.73M -$220K -2,448 -4%
GB
20
Gunma Bank
Japan
$4.56M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.51M +$80.2K +892 +2%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$4.18M +$4.58K +51 +0.1%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.08M -$1.06M -11,837 -19%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.96M -$734K -8,167 -15%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.87M +$1.39M +15,454 +50%

RWR Hedge Fund Activity: Q3 2023 in Review

238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q3 2023, worth a combined $841M — down 5.3% from $888M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWR positions and 22 closed out — a net gain of 7 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $8.85M. The largest seller was Luken Investment Analytics, exiting entirely with an estimated $8.63M sold.

  • 238 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q3 2023, up from 236 in Q2 2023.
  • Funds reported $841M of State Street SPDR Dow Jones REIT ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q3 2023 and 22 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q3 2023 was BlackRock, an estimated $8.85M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q3 2023 was Luken Investment Analytics, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2023.