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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
COCM
151
Charter Oak Capital Management
New Hampshire
$130K +$124K +2,929 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$123K -$90.9K -2,155 -43%
CAL
153
Capital Analysts LLC
Pennsylvania
$109K +$14.1K +335 +16%
BlackRock
154
BlackRock
New York
$101K
ASBI
155
American State Bank (Iowa)
Iowa
$97.8K +$92.8K +2,200 New
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$92K -$253 -6 -0.3%
APA
157
American Portfolios Advisors
New York
$86.9K -$41.8K -990 -34%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$86K -$21.8K -516 -21%
GWM
159
Geneos Wealth Management
Colorado
$70K +$472K +11,184 +753%
CWM
160
Cedar Wealth Management
California
$69K
Citigroup
161
Citigroup
New York
$65K -$86.1K -2,040 -58%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$62K
PA
163
Parallel Advisors
California
$61K
IFA
164
Interactive Financial Advisors
Illinois
$55K -$30.1K -713 -37%
RCA
165
Ranch Capital Advisors
Florida
$51K
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$46K
RG
167
Retirement Group
California
$35K -$23.2K -549 -51%
BA
168
Ballast Advisors
Minnesota
$35K
CWM
169
Consultiva Wealth Management
Puerto Rico
$35K +$33.2K +787 New
PFO
170
Pathstone Family Office
New Jersey
$33K
HI
171
Hudock Inc
Pennsylvania
$33K +$211 +5 +0.7%
PFA
172
Professional Financial Advisors
Nebraska
$30K +$8.27K +196 +42%
HFA
173
HC Financial Advisors
California
$27K
SIAP
174
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K
QCG
175
Quadrant Capital Group
Ohio
$25K

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.