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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
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$947K -$2.9M -60,931 -70%
OPA
77
Old Port Advisors
Maine
$923K -$2.9K -61 -0.2%
TL
78
TrueWealth LLC
Georgia
$917K +$432K +9,085 +55%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$898K -$48.4K -1,018 -4%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$896K +$636K +13,389 +117%
GCA
81
Gradient Capital Advisors
California
$890K -$40.6K -855 -3%
LFG
82
Larson Financial Group
Missouri
$877K +$151K +3,175 +15%
S
83
SimplyRich
California
$845K
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$803K +$48.9K +1,030 +5%
IA
85
IFP Advisors
Florida
$779K +$28.1K +591 +3%
OC
86
Oarsman Capital
Wisconsin
$742K -$131K -2,757 -12%
PFG
87
PAX Financial Group
Texas
$696K -$187K -3,937 -17%
IDBONY
88
Israel Discount Bank of New York
New York
$685K -$121K -2,554 -12%
FI
89
FormulaFolio Investments
Michigan
$674K -$5.65M -118,870 -86%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$641K
ACM
91
AlphaStar Capital Management
North Carolina
$640K +$842K +17,721 New
CPO
92
Cerity Partners OCIO
New York
$599K -$5.75K -121 -0.7%
SFS
93
Sowell Financial Services
Arkansas
$585K -$14.4K -304 -2%
CFA
94
Capstone Financial Advisors
Illinois
$580K +$766K +16,116 New
BCM
95
Boltwood Capital Management
California
$572K +$503K +10,596 +200%
TI
96
Trexquant Investment
Connecticut
$555K +$733K +15,427 New
FAAS
97
First Allied Advisory Services
California
$542K +$36.1K +759 +5%
AF
98
Advisornet Financial
Minnesota
$541K +$18.7K +394 +3%
CW
99
CreativeOne Wealth
Kansas
$532K +$187K +3,944 +36%
IAN
100
Integrated Advisors Network
Texas
$529K +$142K +2,985 +25%

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.