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State Street SPDR Dow Jones Global Real Estate ETF

204 hedge funds and large institutions have $877M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 59.4%59.48% (+0.09%)

4% less funds holding

Funds holding: 213204 (-9)

6% less capital invested

Capital invested by funds: $931M → $877M (-$53.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 87

Holders
204
Holders Change
-9
Holders Change %
-4.23%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
13
Increased
59
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
101
Private Capital Management (Colorado)
Colorado
$411K -$98.7K -2,468 -19%
ECG
102
Edge Capital Group
Georgia
$408K
PWA
103
Physician Wealth Advisors
Utah
$380K +$14.2K +355 +4%
B
104
Bailard
California
$375K -$12.9K -323 -3%
AA
105
Ancora Advisors
Ohio
$373K -$90.6K -2,265 -19%
LFG
106
Larson Financial Group
Missouri
$368K -$539K -13,472 -59%
FEG
107
Fund Evaluation Group
Ohio
$364K
VFA
108
Voya Financial Advisors
Connecticut
$363K -$1.66M -41,501 -82%
AWM
109
AE Wealth Management
Kansas
$363K -$45.2K -1,131 -11%
CAL
110
Capital Advisors Ltd
Ohio
$354K -$89.9K -2,248 -20%
Northern Trust
111
Northern Trust
Illinois
$328K +$18.9K +473 +6%
SPIA
112
Steward Partners Investment Advisory
New York
$324K -$71.1K -1,778 -18%
Invesco
113
Invesco
Georgia
$308K -$90.4K -2,260 -22%
EWM
114
Empirical Wealth Management
Washington
$302K +$6.4K +160 +2%
AFA
115
American Financial Advisors
Georgia
$301K -$6.44K -161 -2%
SS
116
Simplicity Solutions
Minnesota
$293K -$172K -4,311 -37%
MAFM
117
Mid Atlantic Financial Management
Pennsylvania
$277K +$5.84K +146 +2%
AC
118
Alexandria Capital
Virginia
$270K -$11.8K -294 -4%
BSW
119
Buckingham Strategic Wealth
Missouri
$267K -$83.1K -2,079 -24%
BCM
120
Boltwood Capital Management
California
$259K -$357K -8,928 -58%
DI
121
DFPG Investments
Utah
$256K -$4.12K -103 -2%
CWA
122
Clarus Wealth Advisors
Arizona
$254K +$12.6K +316 +5%
FA
123
FDx Advisors
Illinois
$238K +$6.08K +152 +3%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$236K -$101K -2,516 -30%
RPWA
125
Regent Peak Wealth Advisors
Georgia
$232K -$18.6K -464 -7%

RWO Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2020, worth a combined $877M — down 5.8% from $931M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RWO and 13 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 59 added.

The largest buyer was Bank of New York Mellon, adding an estimated $22.2M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $18.5M sold.

  • 204 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2020, down from 213 in Q2 2020.
  • Funds reported $877M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2020, down 5.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2020 and 19 closed out, a net change of -6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $22.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2020 was Canada Pension Plan Investment Board, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2020.