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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
BWA
151
Beam Wealth Advisors
Louisiana
$341K +$345K +6,625 New
FA
152
FDx Advisors
Illinois
$340K +$6.61K +127 +2%
DI
153
DFPG Investments
Utah
$333K -$16.7K -321 -5%
CA
154
Cetera Advisors
Colorado
$323K -$47.4K -911 -13%
SMFS
155
Squar Milner Financial Services
California
$320K +$323K +6,215 New
CL
156
CPWM LLC
Washington
$319K
EH
157
Equitable Holdings
New York
$313K +$317K +6,085 New
HI
158
Hudock Inc
Pennsylvania
$312K +$55.5K +1,067 +21%
EWM
159
Empirical Wealth Management
Washington
$309K -$28.7K -552 -8%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$308K -$5.67K -109 -2%
ACP
161
Aveo Capital Partners
Colorado
$307K -$729 -14 -0.2%
PCWA
162
Pacific Capital Wealth Advisors
California
$307K +$310K +5,959 New
AWM
163
Affinity Wealth Management
Delaware
$303K -$13.9K -268 -4%
AIS
164
Accurate Investment Solutions
Pennsylvania
$301K -$18.4K -353 -6%
P
165
Pitcairn
Pennsylvania
$299K -$23.4K -450 -7%
FHC
166
First Heartland Consultants
Missouri
$297K +$104 +2 +0%
CWM
167
Cornerstone Wealth Management
Missouri
$296K -$18.3K -352 -6%
PWM
168
PBMares Wealth Management
Virginia
$293K +$296K +5,684 New
WCFA
169
Walkner Condon Financial Advisors
Wisconsin
$292K +$295K +5,670 New
SCM
170
Southport Capital Management
Tennessee
$278K +$281K +5,396 New
BFG
171
Barber Financial Group
Kansas
$272K -$68K -1,307 -20%
BCM
172
Boltwood Capital Management
California
$272K -$13.7K -263 -5%
MI
173
Moneywise Inc
Virginia
$269K -$1.93K -37 -0.7%
RJT
174
Raymond James Trust
Florida
$265K
MPW
175
Monterey Private Wealth
California
$264K +$267K +5,128 New

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.