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State Street SPDR Dow Jones Global Real Estate ETF

224 hedge funds and large institutions have $948M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.93% more ownership

Funds ownership: 57.35%60.28% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

15% less funds holding

Funds holding: 262224 (-38)

25% less capital invested

Capital invested by funds: $1.27B → $948M (-$323M)

52% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 61

Holders
224
Holders Change
-38
Holders Change %
-14.5%
% of All Funds
4.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
29
Increased
76
Reduced
80
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Barber Financial Group
Kansas
-$272K -5,271 Closed
MI
252
Moneywise Inc
Virginia
-$269K -5,197 Closed
RJT
253
Raymond James Trust
Florida
-$265K -5,148 Closed
MPW
254
Monterey Private Wealth
California
-$264K -5,128 Closed
CA
255
Continuum Advisory
Idaho
-$260K -5,053 Closed
FA
256
FCG Advisors
New Jersey
-$250K -4,858 Closed
UCFA
257
United Capital Financial Advisors
Texas
-$250K -4,848 Closed
BSAM
258
Blue Sky Asset Management
Colorado
-$245K -4,749 Closed
IP
259
Investment Partners
Ohio
-$241K -4,671 Closed
EAM
260
Evanson Asset Management
California
-$240K -4,667 Closed
CC
261
Courier Capital
New York
-$233K -4,575 Closed
CIC
262
Carnegie Investment Counsel
Ohio
-$223K -4,323 Closed
SWP
263
Stratos Wealth Partners
Ohio
-$212K -4,120 Closed
BWP
264
Bernardo Wealth Planning
Pennsylvania
-$211K -4,105 Closed
CDIA
265
Capital Directions Investment Advisors
Georgia
-$202K -3,930 Closed
CF
266
Centaurus Financial
California
-$133K -2,584 Closed
IFA
267
Interactive Financial Advisors
Illinois
-$114K -2,217 Closed
KBFS
268
Kohmann Bosshard Financial Services
Ohio
-$109K -2,124 Closed
TA
269
TFG Advisers
Michigan
-$103K -2,008 Closed
EWM
270
EPG Wealth Management
Georgia
-$81K -1,580 Closed
VCM
271
Versant Capital Management
Arizona
-$62K -1,216 Closed
CFD
272
Creative Financial Designs
Indiana
-$56K -1,100 Closed
EIP
273
Ellis Investment Partners
Pennsylvania
-$53K -1,039 Closed
CAC
274
Certified Advisory Corp
Florida
-$46K -902 Closed
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
-$19K -375 Closed

RWO Hedge Fund Activity: Q1 2020 in Review

224 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2020, worth a combined $948M — down 25% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RWO and 29 opened new positions — a net loss of 32 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was People's United Financial, adding an estimated $34.9M. The largest seller was Jane Street, exiting entirely with an estimated $15.8M sold.

  • 224 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2020, down from 262 in Q4 2019.
  • Funds reported $948M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2020 and 61 closed out, a net change of -32 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2020 was People's United Financial, an estimated $34.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2020 was Jane Street, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2020.