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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
WAM
151
Wolverine Asset Management
Illinois
$203K +$197K +4,311 New
CIAS
152
CBIZ Investment Advisory Services
Ohio
$201K
SMA
153
Sage Mountain Advisors
Georgia
$196K +$190K +4,157 New
CFN
154
Cordasco Financial Network
Florida
$194K -$12.9K -282 -6%
HBT
155
Hills Bank & Trust
Iowa
$149K +$144K +3,156 New
IFA
156
Interactive Financial Advisors
Illinois
$146K +$84.9K +1,859 +151%
COCM
157
Charter Oak Capital Management
New Hampshire
$138K -$228 -5 -0.2%
NFG
158
Next Financial Group
Texas
$121K -$42.1K -922 -26%
CAL
159
Capital Analysts LLC
Pennsylvania
$118K +$1.92K +42 +2%
BlackRock
160
BlackRock
New York
$108K
ASBI
161
American State Bank (Iowa)
Iowa
$104K
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$98K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$86K -$5.57K -122 -6%
CWM
164
Cedar Wealth Management
California
$74K +$46 +1 +0.1%
PA
165
Parallel Advisors
California
$65K +$228 +5 +0.4%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$65K +$58.4K +1,280 +1,438%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$62K
Citigroup
168
Citigroup
New York
$55K -$13.9K -304 -21%
RCA
169
Ranch Capital Advisors
Florida
$54K
APA
170
American Portfolios Advisors
New York
$52.7K -$38.3K -839 -43%
HI
171
Harbour Investments
Wisconsin
$43K +$42K +919 New
HWMA
172
Heritage Wealth Management (Arizona)
Arizona
$40K +$38.5K +844 New
BA
173
Ballast Advisors
Minnesota
$37K
CWM
174
Consultiva Wealth Management
Puerto Rico
$37K +$91 +2 +0.3%
HFA
175
HC Financial Advisors
California
$36K +$6.25K +137 +22%

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.