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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
FA
126
FDx Advisors
Illinois
$308K -$5.93K -130 -2%
CWA
127
Clarus Wealth Advisors
Arizona
$308K +$7.94K +174 +3%
Invesco
128
Invesco
Georgia
$306K -$105K -2,293 -26%
AC
129
Alexandria Capital
Virginia
$303K -$1.23K -27 -0.4%
CAL
130
Capital Advisors Ltd
Ohio
$298K -$86.3K -1,891 -23%
NA
131
NewEdge Advisors
Louisiana
$287K -$86.8K -1,901 -24%
FTUS
132
Flow Traders U.S.
New York
$287K +$277K +6,070 New
DI
133
DFPG Investments
Utah
$276K -$8.99K -197 -3%
AFA
134
American Financial Advisors
Georgia
$273K -$55.9K -1,224 -17%
MFS
135
McNamara Financial Services
Massachusetts
$261K +$268K +5,870 New
MHS
136
M Holdings Securities
Oregon
$258K +$249K +5,464 New
PO
137
Private Ocean
California
$254K -$46 -1 -0%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$253K -$180K -3,946 -42%
Lido Advisors
139
Lido Advisors
California
$252K +$244K +5,335 New
SCM
140
Southport Capital Management
Tennessee
$251K -$3.24K -71 -1%
FHC
141
First Heartland Consultants
Missouri
$238K +$5.62K +123 +2%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$237K +$183K +3,998 +382%
PFPT
143
Pinnacle Financial Partners (Tennessee)
Tennessee
$232K
FLPIM
144
F.L. Putnam Investment Management
Massachusetts
$230K -$1.14K -25 -0.5%
PAS
145
Park Avenue Securities
New York
$229K +$221K +4,839 New
Nomura Asset Management
146
Nomura Asset Management
Japan
$222K -$365K -8,000 -63%
EAM
147
Evanson Asset Management
California
$220K
NFG
148
Nadler Financial Group
Illinois
$218K +$867 +19 +0.4%
IP
149
Investment Partners
Ohio
$217K
AIM
150
Alhambra Investment Management
Florida
$213K +$206K +4,506 New

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.