State Street SPDR Dow Jones Global Real Estate ETF
216 hedge funds and large institutions have $960M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 79 reducing their positions, and 21 closing their positions.
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more capital invested
Capital invested by funds: $877M → $960M (+$83.3M)
6% more funds holding
Funds holding: 204 → 216 (+12)
0.87% more ownership
Funds ownership: 59.48% → 60.35% (+0.87%)
28% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 79
Top Buyers
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.21M |
| 2 |
State Street
Boston,
Massachusetts
|
+$4.1M |
| 3 |
Cerity Partners
New York
|
+$3.18M |
| 4 |
Bank of New York Mellon
New York
|
+$2.04M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.48M |
Top Sellers
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$27.7M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$4.86M |
| 3 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
-$3.81M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$3.54M |
| 5 |
SLT
St Louis Trust
Saint Louis,
Missouri
|
-$3.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
226
Berman Capital Advisors
Atlanta,
Georgia
| – | -$99K | -2,510 | Closed |
|
|
ASN
227
Advisory Services Network
Atlanta,
Georgia
| – | -$89K | -2,108 | Closed |
|
|
AW
228
Alpha Windward
Westwood,
Massachusetts
| – | -$45K | -1,150 | Closed |
|
229
First Manhattan
New York
| – | -$29K | -751 | Closed |
|
230
Franklin Resources
San Mateo,
California
| – | -$19K | -493 | Closed |
|
|
RBC
231
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$19K | -471 | Closed |
|
|
FHA
232
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$4K | -103 | Closed |
|
|
AA
233
Advisory Alpha
Holland,
Michigan
| – | -$4K | -101 | Closed |
|
|
CSPIA
234
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$4K | -98 | Closed |
|
|
ADL
235
Asset Dedication LLC
San Francisco,
California
| – | -$2K | -43 | Closed |
|
|
KCM
236
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$1K | -25 | Closed |
|
|
GLLW
237
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | +$253 | +6 | New |
|
|
SIAG
238
Safeguard Investment Advisory Group
Corona,
California
| – | +$253 | +6 | New |
|
RWO Hedge Fund Activity: Q4 2020 in Review
216 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2020, worth a combined $960M — up 9.5% from $877M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new RWO positions and 21 closed out — a net gain of 16 holders — while 57 added to existing stakes and 79 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $7.21M. The largest seller was HSBC Holdings, cutting an estimated $27.7M.
- 216 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2020, up from 204 in Q3 2020.
- Funds reported $960M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2020, up 9.5% quarter-over-quarter.
- 37 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2020 and 21 closed out, a net change of +16 holders.
- The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2020 was Jones Financial Companies, an estimated $7.21M added.
- The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2020 was HSBC Holdings, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2020.