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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
NAS
51
Nicolet Advisory Services
Wisconsin
$1.66M -$535K -13,389 -24%
SC
52
Savant Capital
Illinois
$1.6M -$97K -2,426 -6%
Ameriprise
53
Ameriprise
Minnesota
$1.51M -$701K -17,524 -31%
MPCG
54
Matrix Private Capital Group
New York
$1.44M -$253K -6,338 -15%
BPA
55
Beacon Pointe Advisors
California
$1.38M -$1.56M -38,888 -53%
Barclays
56
Barclays
United Kingdom
$1.19M
NEPWA
57
New England Private Wealth Advisors
Massachusetts
$1.18M +$10.2K +254 +0.9%
Prudential Financial
58
Prudential Financial
New Jersey
$1.12M -$158K -3,960 -12%
Mariner
59
Mariner
Kansas
$1.09M -$942K -23,552 -46%
PAG
60
Private Advisor Group
New Jersey
$1.08M -$166K -4,139 -13%
MA
61
Mutual Advisors
Nebraska
$1.08M -$93.9K -2,347 -8%
AGA
62
Arkos Global Advisors
Texas
$1.05M +$55.9K +1,399 +6%
OC
63
Oarsman Capital
Wisconsin
$1.04M +$54.3K +1,359 +5%
LJAC
64
L.J. Altfest & Co
New York
$979K -$154K -3,855 -13%
Creative Planning
65
Creative Planning
Kansas
$953K +$728K +18,198 +307%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$946K +$291K +7,285 +44%
GCA
67
Gradient Capital Advisors
California
$939K -$3.56K -89 -0.4%
OPA
68
Old Port Advisors
Maine
$930K +$11.7K +293 +1%
S
69
SimplyRich
California
$918K
P
70
Pitcairn
Pennsylvania
$808K +$818K +20,454 New
Baird Financial Group
71
Baird Financial Group
Wisconsin
$787K +$12K +301 +2%
NEWAS
72
N.E.W. Advisory Services
Wisconsin
$782K -$153K -3,833 -16%
IDA
73
Intelligence Driven Advisers
California
$750K -$4.6M -114,970 -86%
CW
74
CreativeOne Wealth
Kansas
$717K +$188K +4,708 +35%
Nomura Asset Management
75
Nomura Asset Management
Japan
$715K +$440K +11,000 +155%

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.