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State Street SPDR Dow Jones Global Real Estate ETF

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: 56 (+1)

9% more capital invested

Capital invested by funds: $877M → $960M (+$83.3M)

6% more funds holding

Funds holding: 204216 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$1.65M -$314K -7,433 -17%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.58M -$756K -17,922 -34%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.56M +$1.48M +35,120 New
LJAC
54
L.J. Altfest & Co
New York
$1.52M +$401K +9,502 +38%
NEPWA
55
New England Private Wealth Advisors
Massachusetts
$1.34M +$14.8K +350 +1%
Barclays
56
Barclays
United Kingdom
$1.34M
MA
57
Mutual Advisors
Nebraska
$1.34M +$122K +2,890 +11%
BPA
58
Beacon Pointe Advisors
California
$1.33M -$211K -4,992 -14%
OC
59
Oarsman Capital
Wisconsin
$1.27M +$99.5K +2,359 +9%
Mariner
60
Mariner
Kansas
$1.22M -$6.67K -158 -0.6%
AGA
61
Arkos Global Advisors
Texas
$1.15M -$29K -687 -3%
GCA
62
Gradient Capital Advisors
California
$1.1M +$37.9K +898 +4%
Creative Planning
63
Creative Planning
Kansas
$1.08M +$3.12K +74 +0.3%
PAG
64
Private Advisor Group
New Jersey
$1.04M -$167K -3,955 -14%
S
65
SimplyRich
California
$1.03M
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.01M +$731K +17,330 +318%
Prudential Financial
67
Prudential Financial
New Jersey
$994K -$251K -5,960 -21%
OPA
68
Old Port Advisors
Maine
$940K -$77.9K -1,845 -8%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$908K -$149K -3,528 -15%
P
70
Pitcairn
Pennsylvania
$890K -$19K -450 -2%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$889K +$2.32K +55 +0.3%
Ameriprise
72
Ameriprise
Minnesota
$866K -$799K -18,934 -49%
JP Morgan Chase
73
JP Morgan Chase
New York
$800K +$277K +6,564 +57%
PAMU
74
Pictet Asset Management (UK)
United Kingdom
$791K
SFS
75
Sowell Financial Services
Arkansas
$781K +$6.25K +148 +0.9%

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.