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State Street SPDR Dow Jones REIT ETF

268 hedge funds and large institutions have $1.06B invested in State Street SPDR Dow Jones REIT ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

26% more capital invested

Capital invested by funds: $841M → $1.06B (+$222M)

13% more funds holding

Funds holding: 238268 (+30)

6.68% more ownership

Funds ownership: 66.72%73.4% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

59% less call options, than puts

Call options by funds: $229K | Put options by funds: $553K

Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
76
Reduced
80
Closed
17
Calls
$229K
Puts
$553K
Net Calls
-$324K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$258M +$16.4M +190,473 +8%
Charles Schwab
2
Charles Schwab
California
$178M +$1.17M +13,598 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$125M +$76.4M +889,001 +211%
Wells Fargo
4
Wells Fargo
California
$69.9M -$4.7M -54,677 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43.2M -$842K -9,797 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.5M -$1.04M -12,050 -3%
Bank of America
7
Bank of America
North Carolina
$30.6M -$11.4M -132,930 -29%
Truist Financial
8
Truist Financial
North Carolina
$25.7M -$779K -9,064 -3%
LPL Financial
9
LPL Financial
California
$23.9M -$1.88M -21,903 -8%
BlackRock
10
BlackRock
New York
$22.4M +$8.47M +98,538 +72%
Goldman Sachs
11
Goldman Sachs
New York
$15M -$1.3M -15,109 -9%
PFM
12
Patton Fund Management
Texas
$14.3M -$568K -6,613 -4%
Creative Planning
13
Creative Planning
Kansas
$10.6M -$236K -2,744 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.2M +$5.11M +59,470 +124%
PAG
15
Private Advisor Group
New Jersey
$9.94M +$653K +7,601 +8%
CAI
16
Capital Advisors Inc
Oklahoma
$8.39M +$7.57M +88,042 New
UBS Group
17
UBS Group
Switzerland
$8.33M +$5.16M +60,011 +219%
Ameriprise
18
Ameriprise
Minnesota
$6.01M +$3.55M +41,306 +236%
CFG
19
Citizens Financial Group
Rhode Island
$5.71M -$82.4K -959 -2%
CFB
20
Cullen/Frost Bankers
Texas
$5.27M +$4.47M +51,997 +1,576%
RJA
21
Raymond James & Associates
Florida
$5.13M +$3.51M +40,860 +316%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.02M +$3.67M +42,640 +426%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.97M +$250K +2,910 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.75M -$397K -4,616 -8%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.13M -$288K -3,346 -7%

RWR Hedge Fund Activity: Q4 2023 in Review

268 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q4 2023, worth a combined $1.06B — up 26% from $841M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new RWR positions and 17 closed out — a net gain of 35 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.4M. The largest seller was Bank of America, cutting an estimated $11.4M.

  • 268 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q4 2023, up from 238 in Q3 2023.
  • Funds reported $1.06B of State Street SPDR Dow Jones REIT ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q4 2023 and 17 closed out, a net change of +35 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $76.4M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q4 2023 was Bank of America, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.