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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.35M -$188K -3,614 -2%
OAM
27
Oppenheimer Asset Management
New York
$7.31M +$59.5K +1,143 +0.8%
HWA
28
HHM Wealth Advisors
Tennessee
$7.18M +$881K +16,932 +14%
FI
29
FormulaFolio Investments
Michigan
$7.09M +$65.8K +1,264 +0.9%
FA
30
FC Advisory
Pennsylvania
$7.05M +$76.3K +1,467 +1%
HNB
31
Huntington National Bank
Ohio
$6.68M
William Blair & Company
32
William Blair & Company
Illinois
$6.43M +$123K +2,364 +2%
SHJ
33
Sharkey, Howes & Javer
Colorado
$5.92M -$173K -3,319 -3%
DWM
34
Dakota Wealth Management
Florida
$5.57M -$132K -2,534 -2%
PSUF
35
People's United Financial
Connecticut
$5.32M +$1.37M +26,233 +34%
PP
36
PDS Planning
Ohio
$5.01M +$282K +5,425 +6%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.89M +$73.3K +1,409 +2%
XF
38
XML Financial
Maryland
$4.88M +$4.92M +94,627 New
MWM
39
Modera Wealth Management
New Jersey
$4.86M +$48.3K +928 +1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4.75M +$504K +9,687 +12%
Mariner
41
Mariner
Kansas
$4.58M +$8.17K +157 +0.2%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$4.5M -$6.24M -119,867 -58%
Ameriprise
43
Ameriprise
Minnesota
$4.29M -$347K -6,675 -7%
KWM
44
Keebeck Wealth Management
Illinois
$4.28M +$4.32M +83,100 New
BCV
45
Banque Cantonale Vaudoise
Switzerland
$4.2M +$4.24M +81,500 New
IDA
46
Intelligence Driven Advisers
California
$4.14M +$773K +14,846 +23%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$4.06M +$50.3K +967 +1%
UBS Group
48
UBS Group
Switzerland
$4M -$15.6K -299 -0.4%
EA
49
Efficient Advisors
Ohio
$3.95M -$53.9K -1,035 -1%
Citadel Advisors
50
Citadel Advisors
Florida
$3.67M +$3.71M +71,309 New

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.