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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
BSW
126
Buckingham Strategic Wealth
Missouri
$306K +$5.61K +133 +2%
MAFM
127
Mid Atlantic Financial Management
Pennsylvania
$297K +$3.29K +78 +1%
FA
128
FDx Advisors
Illinois
$296K +$26.3K +624 +10%
AC
129
Alexandria Capital
Virginia
$287K -$16.2K -384 -6%
SPIA
130
Steward Partners Investment Advisory
New York
$275K -$84.5K -2,002 -24%
CWA
131
Clarus Wealth Advisors
Arizona
$267K -$760 -18 -0.3%
DI
132
DFPG Investments
Utah
$260K -$13.7K -324 -5%
CG
133
Colony Group
Massachusetts
$252K -$2.02K -48 -0.8%
AAS
134
Avantax Advisory Services
Texas
$242K -$1.96M -46,368 -89%
PO
135
Private Ocean
California
$239K -$7.13K -169 -3%
SCM
136
Southport Capital Management
Tennessee
$239K -$6.33K -150 -3%
UCFA
137
United Capital Financial Advisors
Texas
$225K +$213K +5,054 New
RPWA
138
Regent Peak Wealth Advisors
Georgia
$221K -$38.7K -917 -16%
FHC
139
First Heartland Consultants
Missouri
$219K -$19.6K -464 -9%
FLPIM
140
F.L. Putnam Investment Management
Massachusetts
$218K -$26.2K -620 -11%
PFPT
141
Pinnacle Financial Partners (Tennessee)
Tennessee
$218K +$207K +4,917 New
BCM
142
Boltwood Capital Management
California
$207K -$80.3K -1,902 -29%
EAM
143
Evanson Asset Management
California
$207K +$197K +4,658 New
TSS
144
Two Sigma Securities
New York
$204K +$194K +4,597 New
IP
145
Investment Partners
Ohio
$204K +$194K +4,598 New
NFG
146
Nadler Financial Group
Illinois
$204K +$194K +4,598 New
CFN
147
Cordasco Financial Network
Florida
$195K +$5.02K +119 +3%
CIAS
148
CBIZ Investment Advisory Services
Ohio
$183K
Deutsche Bank
149
Deutsche Bank
Germany
$178K
NFG
150
Next Financial Group
Texas
$155K +$24.7K +586 +20%

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.