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State Street SPDR Dow Jones Global Real Estate ETF

216 hedge funds and large institutions have $960M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $877M → $960M (+$83.3M)

6% more funds holding

Funds holding: 204216 (+12)

0.87% more ownership

Funds ownership: 59.48%60.35% (+0.87%)

28% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 79

Holders
216
Holders Change
+12
Holders Change %
+5.88%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
37
Increased
57
Reduced
79
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
101
Israel Discount Bank of New York
New York
$469K +$4.85K +115 +1%
BAMG
102
Brand Asset Management Group
Missouri
$463K -$2.66K -63 -0.6%
ECG
103
Edge Capital Group
Georgia
$460K
VFA
104
Voya Financial Advisors
Connecticut
$456K +$44.9K +1,065 +12%
PCMC
105
Private Capital Management (Colorado)
Colorado
$454K -$5.61K -133 -1%
UWM
106
USAdvisors Wealth Management
Minnesota
$452K +$429K +10,173 New
PWA
107
Physician Wealth Advisors
Utah
$450K +$4.77K +113 +1%
AWM
108
AE Wealth Management
Kansas
$449K +$38.5K +913 +10%
SFWC
109
Strategic Family Wealth Counselors
New Jersey
$428K -$184K -4,357 -31%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$414K +$146K +3,460 +59%
FEG
111
Fund Evaluation Group
Ohio
$410K
FA
112
Fiducient Advisors
Illinois
$399K +$379K +8,970 New
B
113
Bailard
California
$395K -$25.5K -605 -6%
Invesco
114
Invesco
Georgia
$390K +$41.4K +982 +13%
OPWM
115
Oakwell Private Wealth Management
Texas
$377K +$358K +8,487 New
LFG
116
Larson Financial Group
Missouri
$374K -$37.9K -898 -10%
CAL
117
Capital Advisors Ltd
Ohio
$365K -$32.2K -762 -9%
VF
118
Virtu Financial
New York
$356K +$338K +8,017 New
NA
119
NewEdge Advisors
Louisiana
$355K -$105K -2,500 -24%
BI
120
Berkeley Inc
Idaho
$339K +$321K +7,617 New
AA
121
Ancora Advisors
Ohio
$337K -$77.4K -1,834 -19%
EWM
122
Empirical Wealth Management
Washington
$326K -$13.6K -323 -4%
AWA
123
Aaron Wealth Advisors
Illinois
$313K +$297K +7,050 New
AFA
124
American Financial Advisors
Georgia
$312K -$26.1K -619 -8%
CWM
125
Centric Wealth Management
Illinois
$308K +$292K +6,921 New

RWO Hedge Fund Activity: Q4 2020 in Review

216 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2020, worth a combined $960M — up 9.5% from $877M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RWO positions and 21 closed out — a net gain of 16 holders — while 57 added to existing stakes and 79 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $7.21M. The largest seller was HSBC Holdings, cutting an estimated $27.7M.

  • 216 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2020, up from 204 in Q3 2020.
  • Funds reported $960M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2020 and 21 closed out, a net change of +16 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2020 was Jones Financial Companies, an estimated $7.21M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2020 was HSBC Holdings, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2020.