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State Street SPDR Dow Jones Global Real Estate ETF

225 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $960M → $1.03B (+$66.3M)

4% more funds holding

Funds holding: 216225 (+9)

1.1% more ownership

Funds ownership: 60.35%61.45% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
65
Reduced
84
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$836K -$88.9K -1,948 -10%
BPA
77
Beacon Pointe Advisors
California
$829K -$567K -12,421 -41%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$814K +$1.28K +28 +0.2%
IDA
79
Intelligence Driven Advisers
California
$811K -$10.1K -221 -1%
MLFP
80
MPS Loria Financial Planners
Illinois
$761K -$22K -482 -3%
JCIA
81
Jackson Creek Investment Advisors
Colorado
$734K +$55.1K +1,206 +8%
IAN
82
Integrated Advisors Network
Texas
$708K +$15.5K +340 +2%
GA
83
Greytown Advisors
Florida
$690K
OC
84
Oarsman Capital
Wisconsin
$665K -$665K -14,574 -51%
NEWAS
85
N.E.W. Advisory Services
Wisconsin
$635K -$108K -2,359 -15%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$611K
NAS
87
Nicolet Advisory Services
Wisconsin
$608K -$93.9K -2,056 -14%
HR
88
Hayden Royal
North Carolina
$607K +$587K +12,847 New
GWM
89
Geneos Wealth Management
Colorado
$603K -$30.5K -668 -5%
Prudential Financial
90
Prudential Financial
New Jersey
$596K -$445K -9,740 -44%
RA
91
RFG Advisory
Alabama
$588K +$13.5K +296 +2%
CPO
92
Cerity Partners OCIO
New York
$584K -$20.8K -456 -4%
SP
93
Sarasin & Partners
United Kingdom
$581K
PGFC
94
Peapack-Gladstone Financial Corp
New Jersey
$563K +$545K +11,932 New
PCWA
95
Pacific Capital Wealth Advisors
California
$555K
Deutsche Bank
96
Deutsche Bank
Germany
$552K +$351K +7,690 +192%
CW
97
CreativeOne Wealth
Kansas
$549K +$14.2K +310 +3%
CFGS
98
Concourse Financial Group Securities
Alabama
$518K -$14.2K -310 -3%
OPCM
99
Osborne Partners Capital Management
California
$517K +$500K +10,951 New
BAMG
100
Brand Asset Management Group
Missouri
$491K -$502 -11 -0.1%

RWO Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2021, worth a combined $1.03B — up 6.9% from $960M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWO positions and 18 closed out — a net gain of 11 holders — while 65 added to existing stakes and 84 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $12.7M. The largest seller was People's United Financial, cutting an estimated $12.7M.

  • 225 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2021, up from 216 in Q4 2020.
  • Funds reported $1.03B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2021, up 6.9% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2021 and 18 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2021 was Jones Financial Companies, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2021 was People's United Financial, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.