We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.06B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 225236 (+11)

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.6M)

0.27% more ownership

Funds ownership: 61.45%61.72% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
72
Reduced
86
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
101
Brand Asset Management Group
Missouri
$543K +$7.71K +152 +1%
CAN
102
Cetera Advisor Networks
California
$540K +$157K +3,088 +42%
ECG
103
Edge Capital Group
Georgia
$532K
IA
104
IFP Advisors
Florida
$485K -$811 -16 -0.2%
FEG
105
Fund Evaluation Group
Ohio
$474K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$473K -$429K -8,454 -48%
FPWM
107
FSB Premier Wealth Management
Iowa
$453K -$8.82K -174 -2%
HighTower Advisors
108
HighTower Advisors
Illinois
$446K +$43K +849 +11%
UCFA
109
United Capital Financial Advisors
Texas
$444K +$437K +8,625 New
PCMC
110
Private Capital Management (Colorado)
Colorado
$434K -$83.1K -1,640 -16%
B
111
Bailard
California
$431K -$9.43K -186 -2%
PP
112
PDS Planning
Ohio
$427K +$18.5K +365 +5%
Marshall Wace
113
Marshall Wace
United Kingdom
$420K +$414K +8,165 New
SPIA
114
Steward Partners Investment Advisory
New York
$407K -$42K -829 -9%
BI
115
Berkeley Inc
Idaho
$387K -$12.2K -241 -3%
Nomura Asset Management
116
Nomura Asset Management
Japan
$381K +$137K +2,700 +57%
EWM
117
Empirical Wealth Management
Washington
$379K
LFG
118
Larson Financial Group
Missouri
$378K -$20.1K -397 -5%
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
$373K -$3.19K -63 -0.9%
PWA
120
Physician Wealth Advisors
Utah
$369K -$117K -2,309 -25%
AA
121
Ancora Advisors
Ohio
$361K -$4.05K -80 -1%
CWA
122
Clarus Wealth Advisors
Arizona
$353K +$10.1K +200 +3%
PAS
123
Park Avenue Securities
New York
$352K +$102K +2,004 +41%
CWM
124
Centric Wealth Management
Illinois
$351K -$4.97K -98 -1%
AAS
125
Avantax Advisory Services
Texas
$348K -$7.3K -144 -2%

RWO Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2021, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 13 closed out — a net gain of 13 holders — while 72 added to existing stakes and 86 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $62.8M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2021, up from 225 in Q1 2021.
  • Funds reported $1.06B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2021, up 3.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2021 and 13 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2021 was Jones Financial Companies, an estimated $15.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2021 was Sequoia Financial Advisors, an estimated $62.8M sold.

Based on aggregated 13F filings for Q2 2021.