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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
AWM
251
AllSquare Wealth Management
New York
$3K
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$3K
FA
253
Fortis Advisors
Pennsylvania
$2K -$107K -2,065 -98%
ADL
254
Asset Dedication LLC
California
$2K +$416 +8 +23%
S
255
SignatureFD
Georgia
$2K +$2.08K +40 New
SWM
256
Sugarloaf Wealth Management
Georgia
$2K +$2.13K +41 New
HWA
257
Heritage Wealth Advisors
Virginia
$1.1K
CIAS
258
Capital Investment Advisory Services
North Carolina
$1K
VFA
259
Valeo Financial Advisors
Indiana
$1K +$156 +3 +13%
LFA
260
Lighthouse Financial Advisors
Maryland
$1K +$1.61K +31 New
PGAM
261
Princeton Global Asset Management
New Jersey
$4 -$468 -9 -10%
FVWA
262
Foster Victor Wealth Advisors
South Carolina
-$1.7M -32,768 Closed
MWM
263
Merriman Wealth Management
Washington
-$1.44M -27,831 Closed
GM
264
GeoWealth Management
Illinois
-$580K -11,181 Closed
CG
265
Colony Group
Massachusetts
-$504K -9,715 Closed
OCM
266
One Capital Management
California
-$498K -9,598 Closed
IWC
267
Integrated Wealth Concepts
Massachusetts
-$255K -4,921 Closed
PA
268
PFG Advisors
Arizona
-$225K -4,331 Closed
TCM
269
Tradewinds Capital Management
Washington
-$180K -3,474 Closed
GSWM
270
Golden State Wealth Management
California
-$59K -1,138 Closed
WCM
271
Whitener Capital Management
North Carolina
-$39K -759 Closed
DP
272
Denver PWM
Colorado
-$26.8K -521 Closed
CJA
273
C-J Advisory
California
-$17K -331 Closed
TC
274
Truvestments Capital
Florida
-$16K -311 Closed
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
-$10K -187 Closed

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.