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State Street SPDR Dow Jones Global Real Estate ETF

224 hedge funds and large institutions have $948M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.93% more ownership

Funds ownership: 57.35%60.28% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

15% less funds holding

Funds holding: 262224 (-38)

25% less capital invested

Capital invested by funds: $1.27B → $948M (-$323M)

52% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 61

Holders
224
Holders Change
-38
Holders Change %
-14.5%
% of All Funds
4.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
29
Increased
76
Reduced
80
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$2.23M +$2.94M +61,813 New
SC
52
Savant Capital
Illinois
$2.18M +$458K +9,649 +19%
US Bancorp
53
US Bancorp
Minnesota
$1.95M +$484K +10,193 +23%
VFA
54
Voya Financial Advisors
Connecticut
$1.93M -$101K -2,129 -4%
PMG
55
ProVise Management Group
Florida
$1.91M -$29K -610 -1%
JP Morgan Chase
56
JP Morgan Chase
New York
$1.67M +$2.16M +45,454 +4,404%
PAG
57
Private Advisor Group
New Jersey
$1.6M -$698K -14,696 -25%
AGA
58
Arkos Global Advisors
Texas
$1.41M +$813K +17,108 +77%
SC
59
Steph & Co
Wisconsin
$1.34M +$688K +14,485 +63%
SB
60
Simmons Bank
Arkansas
$1.33M +$361K +7,606 +26%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.31M +$1.23M +25,800 +241%
SFWC
62
Strategic Family Wealth Counselors
New Jersey
$1.31M +$12.8K +269 +0.7%
APG
63
Abacus Planning Group
South Carolina
$1.27M +$933K +19,636 +125%
CWM
64
Cahaba Wealth Management
Georgia
$1.21M +$536K +11,273 +50%
MPCG
65
Matrix Private Capital Group
New York
$1.18M +$1.02M +21,366 +186%
SCM
66
SOL Capital Management
Maryland
$1.17M +$40.7K +857 +3%
LJAC
67
L.J. Altfest & Co
New York
$1.14M -$82.9K -1,745 -5%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$1.06M -$139K -2,918 -9%
AAS
69
Avantax Advisory Services
Texas
$1.02M +$64.9K +1,366 +5%
CAL
70
Capital Advisors Ltd
Ohio
$993K -$24.8K -521 -2%
HFA
71
Huber Financial Advisors
Illinois
$978K -$406K -8,555 -24%
SWP
72
Strategic Wealth Partners
Ohio
$971K
Prudential Financial
73
Prudential Financial
New Jersey
$969K +$1.28M +26,908 New
SWM
74
Shakespeare Wealth Management
Wisconsin
$962K +$12.6K +266 +1%
WANY
75
Wealthspire Advisors (New York)
New York
$953K +$1.26M +26,468 New

RWO Hedge Fund Activity: Q1 2020 in Review

224 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2020, worth a combined $948M — down 25% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RWO and 29 opened new positions — a net loss of 32 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was People's United Financial, adding an estimated $34.9M. The largest seller was Jane Street, exiting entirely with an estimated $15.8M sold.

  • 224 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2020, down from 262 in Q4 2019.
  • Funds reported $948M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2020 and 61 closed out, a net change of -32 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2020 was People's United Financial, an estimated $34.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2020 was Jane Street, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2020.