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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
GCA
76
Gradient Capital Advisors
California
$1.32M -$33K -635 -2%
PFG
77
PAX Financial Group
Texas
$1.24M +$1.2M +23,062 New
OC
78
Oarsman Capital
Wisconsin
$1.2M +$19.4K +372 +2%
S
79
SimplyRich
California
$1.19M
Barclays
80
Barclays
United Kingdom
$1.19M +$134K +2,583 +13%
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$1.18M -$281K -5,394 -18%
SC
82
Steph & Co
Wisconsin
$1.18M +$1.19M +22,878 New
SIAS
83
Shine Investment Advisory Services
Colorado
$1.18M +$205K +3,937 +21%
CWM
84
Cahaba Wealth Management
Georgia
$1.16M +$25.3K +486 +2%
AGA
85
Arkos Global Advisors
Texas
$1.14M +$170K +3,258 +17%
VA
86
Valmark Advisers
Ohio
$1.13M -$50.5K -970 -4%
IDBONY
87
Israel Discount Bank of New York
New York
$1.11M -$133K -2,565 -11%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$1.1M -$265K -5,093 -19%
LFG
89
Larson Financial Group
Missouri
$1.09M -$18.4K -354 -2%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.09M +$1.1M +21,173 New
IA
91
IFP Advisors
Florida
$1.07M -$24.7K -474 -2%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.01M +$830K +15,955 +436%
SWP
93
Strategic Wealth Partners
Ohio
$971K +$245K +4,702 +33%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$917K
CPO
95
Cerity Partners OCIO
New York
$875K -$36.3K -697 -4%
SFS
96
Sowell Financial Services
Arkansas
$853K +$92.2K +1,772 +12%
TL
97
TrueWealth LLC
Georgia
$844K +$15.9K +305 +2%
CIAS
98
CBIZ Investment Advisory Services
Ohio
$825K
C1AG
99
Client 1st Advisory Group
Florida
$815K +$823K +15,817 New
APG
100
Abacus Planning Group
South Carolina
$809K -$41.8K -803 -5%

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.