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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
MCM
51
Maxim Capital Management
California
$3.54M -$175K -3,361 -4%
SS
52
Simplicity Solutions
Minnesota
$3.18M +$407K +7,824 +15%
AG
53
Advisor Group
Arizona
$3.14M -$690K -13,268 -18%
BPA
54
Beacon Pointe Advisors
California
$3.06M +$95.2K +1,830 +3%
PAG
55
Private Advisor Group
New Jersey
$3.05M -$885K -16,997 -22%
CI Investments Inc
56
CI Investments Inc
Ontario, Canada
$3.01M -$2.28M -43,897 -43%
VFA
57
Voya Financial Advisors
Connecticut
$2.83M +$16.2K +311 +0.6%
PMG
58
ProVise Management Group
Florida
$2.76M -$42K -808 -1%
OFG
59
Omega Financial Group
California
$2.64M +$163K +3,134 +7%
SC
60
Savant Capital
Illinois
$2.62M -$63.1K -1,213 -2%
BJL
61
Brighton Jones LLC
Washington
$2.37M +$222K +4,269 +10%
US Bancorp
62
US Bancorp
Minnesota
$2.26M +$1.25K +24 +0.1%
SFWC
63
Strategic Family Wealth Counselors
New Jersey
$1.86M +$60.6K +1,164 +3%
HFA
64
Huber Financial Advisors
Illinois
$1.84M -$987K -18,970 -35%
LJAC
65
L.J. Altfest & Co
New York
$1.72M +$47.1K +905 +3%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$1.69M -$14.6M -281,330 -90%
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$1.67M +$26.5K +510 +2%
SCM
68
SOL Capital Management
Maryland
$1.63M +$218K +4,190 +15%
SB
69
Simmons Bank
Arkansas
$1.51M +$349K +6,704 +30%
CAL
70
Capital Advisors Ltd
Ohio
$1.45M +$15.2K +293 +1%
AAS
71
Avantax Advisory Services
Texas
$1.39M +$1.4M +26,915 New
NEWAS
72
N.E.W. Advisory Services
Wisconsin
$1.37M +$1.39M +26,719 New
SWM
73
Shakespeare Wealth Management
Wisconsin
$1.36M +$223K +4,290 +19%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.34M +$137K +2,627 +11%
OPA
75
Old Port Advisors
Maine
$1.32M +$13.9K +267 +1%

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.