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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
GA
101
Greytown Advisors
Florida
$526K
RA
102
RFG Advisory
Alabama
$526K +$133K +2,799 +24%
HR
103
Hayden Royal
North Carolina
$517K +$5.8K +122 +0.9%
MLFP
104
MPS Loria Financial Planners
Illinois
$503K +$39.2K +825 +6%
SS
105
Simplicity Solutions
Minnesota
$481K -$2.3M -48,316 -78%
AA
106
Ancora Advisors
Ohio
$460K +$16.8K +353 +3%
PCWA
107
Pacific Capital Wealth Advisors
California
$448K +$308K +6,480 +109%
Lido Advisors
108
Lido Advisors
California
$441K +$36.3K +764 +7%
EWA
109
EP Wealth Advisors
California
$431K -$618 -13 -0.1%
SPIA
110
Steward Partners Investment Advisory
New York
$423K -$3.99K -84 -0.7%
CFGS
111
Concourse Financial Group Securities
Alabama
$403K +$21.8K +458 +4%
ECG
112
Edge Capital Group
Georgia
$397K
CAN
113
Cetera Advisor Networks
California
$390K -$10.3M -217,386 -95%
BW
114
Bison Wealth
Georgia
$389K +$513K +10,799 New
BAMG
115
Brand Asset Management Group
Missouri
$388K -$49.1K -1,033 -9%
AWM
116
AE Wealth Management
Kansas
$368K -$214K -4,507 -31%
Invesco
117
Invesco
Georgia
$364K -$154K -3,235 -24%
CIAS
118
CBIZ Investment Advisory Services
Ohio
$363K
Northern Trust
119
Northern Trust
Illinois
$355K +$19.4K +409 +4%
FFN
120
Focus Financial Network
Minnesota
$353K -$253K -5,327 -35%
C1AG
121
Client 1st Advisory Group
Florida
$349K -$292K -6,135 -39%
BDF
122
Balasa Dinverno & Foltz
$337K +$445K +9,367 New
FEG
123
Fund Evaluation Group
Ohio
$332K
PWA
124
Physician Wealth Advisors
Utah
$324K -$112K -2,357 -21%
BAC
125
Boys Arnold & Co
North Carolina
$324K

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.