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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
ECG
101
Edge Capital Group
Georgia
$488K
UWM
102
USAdvisors Wealth Management
Minnesota
$482K +$594 +13 +0.1%
PCMC
103
Private Capital Management (Colorado)
Colorado
$475K -$9.13K -200 -2%
AWM
104
AE Wealth Management
Kansas
$451K -$24.9K -545 -5%
PWA
105
Physician Wealth Advisors
Utah
$444K -$28.4K -621 -6%
IA
106
IFP Advisors
Florida
$443K -$308K -6,749 -42%
FEG
107
Fund Evaluation Group
Ohio
$435K
IDBONY
108
Israel Discount Bank of New York
New York
$431K -$65.3K -1,430 -14%
FPWM
109
FSB Premier Wealth Management
Iowa
$424K -$109K -2,391 -21%
SPIA
110
Steward Partners Investment Advisory
New York
$412K +$116K +2,537 +41%
B
111
Bailard
California
$404K -$14.8K -325 -4%
VFA
112
Voya Financial Advisors
Connecticut
$381K -$105K -2,310 -22%
PP
113
PDS Planning
Ohio
$374K -$217K -4,760 -38%
HighTower Advisors
114
HighTower Advisors
Illinois
$369K +$357K +7,811 New
BI
115
Berkeley Inc
Idaho
$366K +$6.57K +144 +2%
LFG
116
Larson Financial Group
Missouri
$366K -$30.3K -664 -8%
CAN
117
Cetera Advisor Networks
California
$349K -$191K -4,184 -36%
EWM
118
Empirical Wealth Management
Washington
$348K +$1.6K +35 +0.5%
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
$345K +$28.2K +618 +9%
SFWC
120
Strategic Family Wealth Counselors
New Jersey
$341K -$110K -2,402 -25%
AA
121
Ancora Advisors
Ohio
$335K -$23.1K -505 -7%
CWM
122
Centric Wealth Management
Illinois
$327K
AAS
123
Avantax Advisory Services
Texas
$325K +$64.4K +1,411 +26%
OPWM
124
Oakwell Private Wealth Management
Texas
$323K -$74.8K -1,639 -19%
BSW
125
Buckingham Strategic Wealth
Missouri
$311K -$13.4K -293 -4%

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.