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State Street SPDR Dow Jones Global Real Estate ETF
RWO

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: 236 → 262 (+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: 8 → 8 (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
–

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$15.6M
2
Jane Street
Jane Street
New York
+$14.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.93M
4
SFA
Sequoia Financial Advisors
Ohio
+$4.52M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.71M

Top Sellers

1
State Street
State Street
Massachusetts
-$14.9M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$14.6M
3
WAM
Wealthspire Advisors (Maryland)
Maryland
-$6.24M
4
Wells Fargo
Wells Fargo
California
-$4.88M
5
NAS
Nicolet Advisory Services
Wisconsin
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
101
Focus Financial Network
Minnesota
$779K -$8.9K -171 -1%
PO
102
Private Ocean
California
$774K – – –
HR
103
Hayden Royal
North Carolina
$762K +$741K +14,233 New
AWM
104
AE Wealth Management
Kansas
$759K +$243K +4,664 +46%
AF
105
Advisornet Financial
Minnesota
$754K -$19.9K -383 -3%
GA
106
Greytown Advisors
Florida
$753K – – –
FAAS
107
First Allied Advisory Services
California
$735K +$28.5K +547 +4%
MHS
108
M Holdings Securities
Oregon
$700K +$1.2K +23 +0.2%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$689K -$2.34K -45 -0.3%
Invesco
110
Invesco
Georgia
$688K -$12.2K -235 -2%
MLFP
111
MPS Loria Financial Planners
Illinois
$677K -$24.6K -472 -3%
AA
112
Ancora Advisors
Ohio
$640K – – –
G
113
Gainplan
Michigan
$635K -$297K -5,706 -32%
LSPW
114
Lake Street Private Wealth
Illinois
$622K +$628K +12,070 New
EWA
115
EP Wealth Advisors
California
$617K +$624K +11,984 New
SPIA
116
Steward Partners Investment Advisory
New York
$610K -$25.1K -482 -4%
BAMG
117
Brand Asset Management Group
Missouri
$609K -$1.41K -27 -0.2%
RA
118
RFG Advisory
Alabama
$608K +$61.4K +1,179 +11%
MA
119
Mutual Advisors
Nebraska
$606K -$211K -4,056 -26%
IAN
120
Integrated Advisors Network
Texas
$604K +$610K +11,714 New
Lido Advisors
121
Lido Advisors
California
$592K +$129K +2,474 +27%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$591K +$289K +5,545 +93%
MPCG
123
Matrix Private Capital Group
New York
$591K +$596K +11,462 New
PWA
124
Physician Wealth Advisors
Utah
$580K -$17.5K -337 -3%
ECG
125
Edge Capital Group
Georgia
$568K – – –
3 4
5
6 7

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.