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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
GI
176
Gradient Investments
Minnesota
$9K +$560 +14 +7%
LFG
177
LifePlan Financial Group
Ohio
$7K
MHR
178
Matthew Hamilton Rosenberg
$7K
TWA
179
TCI Wealth Advisors
Arizona
$7K
DI
180
Disciplined Investments
Oklahoma
$6K +$40 +1 +0.7%
CA
181
Clearstead Advisors
Ohio
$5K -$123K -3,074 -96%
FRA
182
Front Row Advisors
California
$5K
GRP
183
Global Retirement Partners
California
$5K
JCM
184
Jacobi Capital Management
Pennsylvania
$5K
JFA
185
JNBA Financial Advisors
Minnesota
$5K
FA
186
Faithward Advisors
Pennsylvania
$4K -$35.4K -886 -89%
FHA
187
Flagship Harbor Advisors
Massachusetts
$4K -$1.04K -26 -20%
AW
188
Avion Wealth
Texas
$4K
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$4K +$3.92K +98 New
AA
190
Advisory Alpha
Michigan
$4K +$4.04K +101 New
FCB
191
First Command Bank
Texas
$3K -$56K -1,400 -95%
FCFS
192
First Command Financial Services
Texas
$3K -$56K -1,400 -95%
CIAS
193
Capital Investment Advisory Services
North Carolina
$2K -$440 -11 -17%
AWM
194
AllSquare Wealth Management
New York
$2K
ADL
195
Asset Dedication LLC
California
$2K
IBOK
196
Independence Bank of Kentucky
Kentucky
$2K
SWM
197
Sugarloaf Wealth Management
Georgia
$2K
WEC
198
Winslow Evans & Crocker
Massachusetts
$2K
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$2K +$40 +1 +2%
S
200
SignatureFD
Georgia
$2K +$40 +1 +3%

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.