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State Street SPDR Dow Jones Global Real Estate ETF

204 hedge funds and large institutions have $877M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 59.4%59.48% (+0.09%)

4% less funds holding

Funds holding: 213204 (-9)

6% less capital invested

Capital invested by funds: $931M → $877M (-$53.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 87

Holders
204
Holders Change
-9
Holders Change %
-4.23%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
13
Increased
59
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cedar Wealth Management
California
$62K -$16.6K -414 -21%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$62K
GWM
153
Geneos Wealth Management
Colorado
$57K
PA
154
Parallel Advisors
California
$54K
AW
155
Alpha Windward
Massachusetts
$45K
RCA
156
Ranch Capital Advisors
Florida
$45K
RG
157
Retirement Group
California
$43K +$11.8K +294 +37%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$41K -$40 -1 -0.1%
PCG
159
Private Capital Group
Connecticut
$35K
BA
160
Ballast Advisors
Minnesota
$31K
HI
161
Hudock Inc
Pennsylvania
$29K -$157K -3,935 -84%
First Manhattan
162
First Manhattan
New York
$29K
PFO
163
Pathstone Family Office
New Jersey
$29K
HFA
164
HC Financial Advisors
California
$24K
SIAP
165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
QCG
166
Quadrant Capital Group
Ohio
$22K -$89.8K -2,245 -80%
Franklin Resources
167
Franklin Resources
California
$19K
RBC
168
Roble Belko & Company
Pennsylvania
$19K
PFA
169
Professional Financial Advisors
Nebraska
$18K +$18.8K +471 New
TFGT
170
TS Financial Group (TSFG)
Illinois
$12K
WT
171
Washington Trust
Rhode Island
$11K
CHA
172
Carmichael Hill & Associates
Maryland
$11K +$120 +3 +1%
GTAM
173
Global Trust Asset Management
Florida
$9K
IWMA
174
Ironwood Wealth Management (Arizona)
Arizona
$9K
ACA
175
Aptus Capital Advisors
Alabama
$9K +$400 +10 +4%

RWO Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2020, worth a combined $877M — down 5.8% from $931M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RWO and 13 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 59 added.

The largest buyer was Bank of New York Mellon, adding an estimated $22.2M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $18.5M sold.

  • 204 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2020, down from 213 in Q2 2020.
  • Funds reported $877M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2020, down 5.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2020 and 19 closed out, a net change of -6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $22.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2020 was Canada Pension Plan Investment Board, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2020.