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State Street SPDR Dow Jones Global Real Estate ETF
RWO

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
216
Holders Change
+12
Holders Change %
+5.88%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
37
Increased
57
Reduced
79
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.21M
2
State Street
State Street
Massachusetts
+$4.1M
3
Cerity Partners
Cerity Partners
New York
+$3.18M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.04M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.48M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$27.7M
2
GT
Glenmede Trust
Pennsylvania
-$4.86M
3
RWB
RMR Wealth Builders
New Jersey
-$3.81M
4
SFA
Sequoia Financial Advisors
Ohio
-$3.54M
5
SLT
St Louis Trust
Missouri
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.69M +$1.26M +29,898 +40%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$4.62M – – –
Wells Fargo
28
Wells Fargo
California
$4.61M +$952K +22,560 +28%
William Blair & Company
29
William Blair & Company
Illinois
$4.48M +$143K +3,393 +3%
OGF
30
Orin Green Financial
California
$4.09M +$3.88M +92,001 New
Osaic Holdings
31
Osaic Holdings
Arizona
$3.75M +$228K +5,395 +7%
XF
32
XML Financial
Maryland
$3.72M -$468K -11,085 -12%
VA
33
Valmark Advisers
Ohio
$3.71M -$184K -4,364 -5%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$3.67M -$165K -3,916 -5%
PC
35
Prairiewood Capital
North Dakota
$3.55M +$3.37M +79,946 New
Cerity Partners
36
Cerity Partners
New York
$3.35M +$3.18M +75,451 New
MML Investors Services
37
MML Investors Services
Massachusetts
$3.3M +$69.8K +1,654 +2%
EA
38
Efficient Advisors
Ohio
$3.3M -$386K -9,140 -11%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$3.11M -$1.97M -46,740 -40%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$3.09M -$1.37M -32,437 -32%
AF
41
Advisornet Financial
Minnesota
$2.75M +$705K +16,715 +37%
CFA
42
Capstone Financial Advisors
Illinois
$2.61M +$27.6K +655 +1%
UBS Group
43
UBS Group
Switzerland
$2.31M +$117K +2,780 +6%
US Bancorp
44
US Bancorp
Minnesota
$2.16M -$55.4K -1,313 -3%
APG
45
Abacus Planning Group
South Carolina
$2.04M -$50K -1,185 -3%
MPCG
46
Matrix Private Capital Group
New York
$1.93M +$296K +7,009 +19%
Citadel Advisors
47
Citadel Advisors
Florida
$1.89M -$1.47M -34,842 -45%
SCM
48
SOL Capital Management
Maryland
$1.88M -$22K -522 -1%
SCA
49
St. Clair Advisors
Ohio
$1.85M +$1.76M +41,593 New
SC
50
Savant Capital
Illinois
$1.72M -$81.1K -1,923 -5%
1
2
3 4 5

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.