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State Street SPDR Dow Jones Global Real Estate ETF

224 hedge funds and large institutions have $948M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.93% more ownership

Funds ownership: 57.35%60.28% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

15% less funds holding

Funds holding: 262224 (-38)

25% less capital invested

Capital invested by funds: $1.27B → $948M (-$323M)

52% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 61

Holders
224
Holders Change
-38
Holders Change %
-14.5%
% of All Funds
4.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
29
Increased
76
Reduced
80
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
176
Verus Capital Partners
Arizona
$31K -$6.89K -145 -14%
BA
177
Ballast Advisors
Minnesota
$28K
GSWM
178
Golden State Wealth Management
California
$26K +$34.7K +730 New
First Manhattan
179
First Manhattan
New York
$25K +$33.2K +698 New
PFO
180
Pathstone Family Office
New Jersey
$23K +$30.3K +637 New
HFA
181
HC Financial Advisors
California
$22K +$29.2K +615 New
SIAP
182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
RBC
183
Roble Belko & Company
Pennsylvania
$17K -$16.5K -347 -42%
AIC
184
Ameritas Investment Company
Nebraska
$16K +$48 +1 +0.2%
LFG
185
LifePlan Financial Group
Ohio
$15K -$3.99K -84 -17%
SAM
186
S.A. Mason
Michigan
$14K -$238 -5 -1%
SIS
187
Sound Income Strategies
Florida
$13K +$2.28K +48 +15%
GTAM
188
Global Trust Asset Management
Florida
$12K
TFGT
189
TS Financial Group (TSFG)
Illinois
$11K
CHA
190
Carmichael Hill & Associates
Maryland
$10K +$95 +2 +0.7%
WT
191
Washington Trust
Rhode Island
$10K +$12.7K +268 New
Deutsche Bank
192
Deutsche Bank
Germany
$9K -$108K -2,283 -90%
CFA
193
Carroll Financial Associates
North Carolina
$9K -$1.09K -23 -8%
IWMA
194
Ironwood Wealth Management (Arizona)
Arizona
$8K -$22.5K -473 -69%
ACA
195
Aptus Capital Advisors
Alabama
$8K -$4.09K -86 -26%
GI
196
Gradient Investments
Minnesota
$8K
SCA
197
Stonebridge Capital Advisors
Minnesota
$8K
CFO
198
CVA Family Office
Colorado
$6K +$8.13K +171 New
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$11.5K -241 -62%
GRP
200
Global Retirement Partners
California
$5K

RWO Hedge Fund Activity: Q1 2020 in Review

224 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2020, worth a combined $948M — down 25% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RWO and 29 opened new positions — a net loss of 32 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was People's United Financial, adding an estimated $34.9M. The largest seller was Jane Street, exiting entirely with an estimated $15.8M sold.

  • 224 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2020, down from 262 in Q4 2019.
  • Funds reported $948M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2020 and 61 closed out, a net change of -32 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2020 was People's United Financial, an estimated $34.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2020 was Jane Street, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2020.