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State Street SPDR Dow Jones Global Real Estate ETF

262 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 80

11% more funds holding

Funds holding: 236262 (+26)

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$71.8M)

1.89% more ownership

Funds ownership: 55.47%57.35% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
5.16%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
89
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
CreativeOne Wealth
Kansas
$558K -$18.2K -349 -3%
CFGS
127
Concourse Financial Group Securities
Alabama
$554K +$515K +9,893 +1,157%
Renaissance Technologies
128
Renaissance Technologies
New York
$551K +$36.4K +700 +7%
CA
129
Clearstead Advisors
Ohio
$542K
MWM
130
Mattern Wealth Management
Kansas
$539K +$545K +10,464 New
3C
131
361 Capital
Colorado
$533K +$56.8K +1,091 +12%
AFA
132
American Financial Advisors
Georgia
$501K -$107K -2,048 -17%
Northern Trust
133
Northern Trust
Illinois
$486K -$1.56K -30 -0.3%
PG
134
Prostatis Group
Maryland
$481K +$485K +9,328 New
FEG
135
Fund Evaluation Group
Ohio
$475K
BAC
136
Boys Arnold & Co
North Carolina
$463K
APW
137
Austin Private Wealth
Texas
$450K +$454K +8,728 New
BPWA
138
Beacon Pointe Wealth Advisors
California
$443K +$624 +12 +0.1%
BSW
139
Buckingham Strategic Wealth
Missouri
$438K -$23.6K -453 -5%
RPWA
140
Regent Peak Wealth Advisors
Georgia
$428K +$433K +8,319 New
Creative Planning
141
Creative Planning
Kansas
$418K +$130K +2,505 +45%
AC
142
Alexandria Capital
Virginia
$413K -$1.56K -30 -0.4%
KA
143
Klingman & Associates
New York
$408K
Nomura Asset Management
144
Nomura Asset Management
Japan
$402K -$1.76M -33,800 -81%
TC
145
Telemus Capital
Michigan
$390K -$2.08K -40 -0.5%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$381K +$387K +7,433 New
CAN
147
Claraphi Advisory Network
United States
$375K -$57K -1,095 -13%
AWA
148
Arete Wealth Advisors
Illinois
$356K -$79.7K -1,532 -18%
MGIA
149
Moneta Group Investment Advisors
Missouri
$356K +$7.39K +142 +2%
CWA
150
Clarus Wealth Advisors
Arizona
$353K -$39.8K -765 -10%

RWO Hedge Fund Activity: Q4 2019 in Review

262 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2019, worth a combined $1.27B — up 6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RWO positions and 21 closed out — a net gain of 28 holders — while 89 added to existing stakes and 80 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $15.6M. The largest seller was State Street, cutting an estimated $14.9M.

  • 262 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2019, up from 236 in Q3 2019.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2019 and 21 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2019 was Canada Pension Plan Investment Board, an estimated $15.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2019 was State Street, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2019.