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State Street SPDR Dow Jones Global Real Estate ETF

225 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $960M → $1.03B (+$66.3M)

4% more funds holding

Funds holding: 216225 (+9)

1.1% more ownership

Funds ownership: 60.35%61.45% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
65
Reduced
84
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
26
Banque Cantonale Vaudoise
Switzerland
$4.93M +$24.9K +545 +0.5%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$4.92M +$3.15M +69,086 +197%
PC
28
Prairiewood Capital
North Dakota
$4.62M +$813K +17,812 +22%
OGF
29
Orin Green Financial
California
$4.4M +$57.2K +1,253 +1%
Wells Fargo
30
Wells Fargo
California
$4.22M -$645K -14,130 -14%
Osaic Holdings
31
Osaic Holdings
Arizona
$4.08M +$89.7K +1,965 +2%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$4M +$97.5K +2,136 +3%
XF
33
XML Financial
Maryland
$3.97M +$20K +437 +0.5%
VA
34
Valmark Advisers
Ohio
$3.95M +$5.07K +111 +0.1%
Cerity Partners
35
Cerity Partners
New York
$3.91M +$333K +7,283 +10%
William Blair & Company
36
William Blair & Company
Illinois
$3.65M -$1.07M -23,511 -23%
MML Investors Services
37
MML Investors Services
Massachusetts
$3.57M +$62.7K +1,373 +2%
EA
38
Efficient Advisors
Ohio
$3.28M -$214K -4,695 -6%
AF
39
Advisornet Financial
Minnesota
$3.27M +$333K +7,285 +12%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$3.14M -$136K -2,987 -4%
HWA
41
HHM Wealth Advisors
Tennessee
$3.14M -$6.82M -149,344 -69%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$3.07M -$227K -4,972 -7%
CFA
43
Capstone Financial Advisors
Illinois
$2.78M +$10.4K +228 +0.4%
US Bancorp
44
US Bancorp
Minnesota
$2.63M +$333K +7,288 +15%
KAS
45
Kestra Advisory Services
Texas
$2.6M +$1.74M +38,050 +224%
SCA
46
St. Clair Advisors
Ohio
$2.55M +$563K +12,336 +30%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.5M -$2.4M -52,615 -50%
MPCG
48
Matrix Private Capital Group
New York
$2.37M +$309K +6,765 +16%
UBS Group
49
UBS Group
Switzerland
$2.33M -$112K -2,443 -5%
APG
50
Abacus Planning Group
South Carolina
$2.19M +$19.4K +424 +0.9%

RWO Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2021, worth a combined $1.03B — up 6.9% from $960M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWO positions and 18 closed out — a net gain of 11 holders — while 65 added to existing stakes and 84 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $12.7M. The largest seller was People's United Financial, cutting an estimated $12.7M.

  • 225 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2021, up from 216 in Q4 2020.
  • Funds reported $1.03B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2021, up 6.9% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2021 and 18 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2021 was Jones Financial Companies, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2021 was People's United Financial, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.