We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

262 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 80

11% more funds holding

Funds holding: 236262 (+26)

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$71.8M)

1.89% more ownership

Funds ownership: 55.47%57.35% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
5.16%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
89
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
226
Ironwood Wealth Management (Arizona)
Arizona
$35K +$52 +1 +0.1%
SIAP
227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K +$30.3K +582 New
LFG
228
LifePlan Financial Group
Ohio
$26K +$4.37K +84 +20%
AIC
229
Ameritas Investment Company
Nebraska
$23K -$103K -1,980 -82%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$23K +$14.1K +270 +155%
SAM
231
S.A. Mason
Michigan
$21K +$20.8K +400 New
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$2.71K -52 -12%
CAGAS
233
Capital Advisory Group Advisory Services
Minnesota
$19K +$19.5K +375 New
GTAM
234
Global Trust Asset Management
Florida
$17K
SIS
235
Sound Income Strategies
Florida
$17K +$16.8K +322 New
ACA
236
Aptus Capital Advisors
Alabama
$16K +$6.56K +126 +63%
TFGT
237
TS Financial Group (TSFG)
Illinois
$15K
CFA
238
Carroll Financial Associates
North Carolina
$15K +$1.2K +23 +8%
CHA
239
Carmichael Hill & Associates
Maryland
$14K +$14.6K +281 New
GI
240
Gradient Investments
Minnesota
$11K -$8.27K -159 -43%
SCA
241
Stonebridge Capital Advisors
Minnesota
$11K
GRP
242
Global Retirement Partners
California
$7K
BFC
243
Bedel Financial Consulting
Indiana
$6K
JCM
244
Jacobi Capital Management
Pennsylvania
$6K
JFA
245
JNBA Financial Advisors
Minnesota
$6K
FRA
246
Front Row Advisors
California
$5K
AWA
247
Arkadios Wealth Advisors
Georgia
$4.03K +$3.96K +76 New
PA
248
Parallel Advisors
California
$4K
RIA
249
Realta Investment Advisors
Delaware
$4K
WEC
250
Winslow Evans & Crocker
Massachusetts
$4K

RWO Hedge Fund Activity: Q4 2019 in Review

262 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2019, worth a combined $1.27B — up 6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RWO positions and 21 closed out — a net gain of 28 holders — while 89 added to existing stakes and 80 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $15.6M. The largest seller was State Street, cutting an estimated $14.9M.

  • 262 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2019, up from 236 in Q3 2019.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2019 and 21 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2019 was Canada Pension Plan Investment Board, an estimated $15.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2019 was State Street, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2019.