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State Street SPDR Dow Jones Global Real Estate ETF

204 hedge funds and large institutions have $877M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 59.4%59.48% (+0.09%)

4% less funds holding

Funds holding: 213204 (-9)

6% less capital invested

Capital invested by funds: $931M → $877M (-$53.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 87

Holders
204
Holders Change
-9
Holders Change %
-4.23%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
13
Increased
59
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.61M +$1.68K +42 +0%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$4.1M
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$4.03M -$539K -13,469 -12%
William Blair & Company
29
William Blair & Company
Illinois
$3.85M -$2.55M -63,676 -40%
RWB
30
RMR Wealth Builders
New Jersey
$3.81M +$3.86M +96,549 New
XF
31
XML Financial
Maryland
$3.75M -$382K -9,563 -9%
VA
32
Valmark Advisers
Ohio
$3.47M -$249K -6,233 -7%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$3.42M -$119K -2,981 -3%
SLT
34
St Louis Trust
Missouri
$3.39M -$5.52M -138,038 -62%
EA
35
Efficient Advisors
Ohio
$3.29M +$65.1K +1,627 +2%
Wells Fargo
36
Wells Fargo
California
$3.2M -$818K -20,462 -20%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.12M -$179K -4,477 -5%
Citadel Advisors
38
Citadel Advisors
Florida
$3.05M +$3.09M +77,269 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.99M -$760K -19,011 -20%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.87M +$146K +3,654 +5%
CFA
41
Capstone Financial Advisors
Illinois
$2.29M +$19K +475 +0.8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.11M -$1.19M -29,816 -36%
AAS
43
Avantax Advisory Services
Texas
$2.04M +$961K +24,023 +86%
US Bancorp
44
US Bancorp
Minnesota
$1.97M -$18K -450 -0.9%
UBS Group
45
UBS Group
Switzerland
$1.94M -$209K -5,215 -10%
APG
46
Abacus Planning Group
South Carolina
$1.86M +$3.4K +85 +0.2%
VFP
47
Verus Financial Partners
Virginia
$1.86M +$1.88M +47,061 New
AF
48
Advisornet Financial
Minnesota
$1.78M +$288K +7,198 +19%
DWM
49
Dakota Wealth Management
Florida
$1.75M -$1.86M -46,485 -51%
SCM
50
SOL Capital Management
Maryland
$1.69M +$33.8K +845 +2%

RWO Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2020, worth a combined $877M — down 5.8% from $931M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RWO and 13 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 59 added.

The largest buyer was Bank of New York Mellon, adding an estimated $22.2M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $18.5M sold.

  • 204 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2020, down from 213 in Q2 2020.
  • Funds reported $877M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2020, down 5.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2020 and 19 closed out, a net change of -6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $22.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2020 was Canada Pension Plan Investment Board, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2020.