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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
TSW
176
Thompson Siegel & Walmsley
Virginia
$22K +$21.1K +500 New
PCG
177
Private Capital Group
Connecticut
$21K -$17.1K -405 -46%
TRCT
178
Tower Research Capital (TRC)
New York
$20K +$19.1K +452 New
TWM
179
Tradition Wealth Management
Minnesota
$17K +$16.4K +388 New
TFGT
180
TS Financial Group (TSFG)
Illinois
$13K
CHA
181
Carmichael Hill & Associates
Maryland
$13K +$127 +3 +1%
WT
182
Washington Trust
Rhode Island
$12K
ACA
183
Aptus Capital Advisors
Alabama
$11K
IHWM
184
Iron Horse Wealth Management
Iowa
$11K +$10.8K +256 New
GTAM
185
Global Trust Asset Management
Florida
$10K
GI
186
Gradient Investments
Minnesota
$9K
HPC
187
HM Payson & Co
Maine
$9K +$8.44K +200 New
MHR
188
Matthew Hamilton Rosenberg
$8K
FPW
189
Flagship Private Wealth
Massachusetts
$7.51K +$7.13K +169 New
TWA
190
TCI Wealth Advisors
Arizona
$7K
CA
191
Clearstead Advisors
Ohio
$6K
GRP
192
Global Retirement Partners
California
$6K
JFA
193
JNBA Financial Advisors
Minnesota
$6K
AW
194
Avion Wealth
Texas
$5K
FA
195
Faithward Advisors
Pennsylvania
$5K
FRA
196
Front Row Advisors
California
$5K
JCM
197
Jacobi Capital Management
Pennsylvania
$5K
Fidelity Investments
198
Fidelity Investments
Massachusetts
$4K +$3.76K +89 New
IWMA
199
Ironwood Wealth Management (Arizona)
Arizona
$3K -$7.6K -180 -75%
FCB
200
First Command Bank
Texas
$3K

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.