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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
PFA
176
Professional Financial Advisors
Nebraska
$31K -$548 -12 -2%
SIAP
177
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K
QCG
178
Quadrant Capital Group
Ohio
$26K
RG
179
Retirement Group
California
$25K +$91 +2 +0.4%
PCG
180
Private Capital Group
Connecticut
$23K
SFA
181
Semmax Financial Advisors
North Carolina
$23K +$22.4K +490 New
JP Morgan Chase
182
JP Morgan Chase
New York
$21K -$802K -17,565 -98%
MA
183
MUFG Americas
New York
$19K +$18.3K +400 New
GRP
184
Global Retirement Partners
California
$18K +$11.3K +247 +193%
LWA
185
Lenox Wealth Advisors
New York
$18K +$17.2K +376 New
TFGT
186
TS Financial Group (TSFG)
Illinois
$14K
CHA
187
Carmichael Hill & Associates
Maryland
$14K +$46 +1 +0.3%
WT
188
Washington Trust
Rhode Island
$13K
ACA
189
Aptus Capital Advisors
Alabama
$12K
IHWM
190
Iron Horse Wealth Management
Iowa
$12K
HI
191
Hudock Inc
Pennsylvania
$11K -$23.4K -513 -68%
GTAM
192
Global Trust Asset Management
Florida
$11K
EVM
193
Eaton Vance Management
Massachusetts
$11K +$10.7K +235 New
SCA
194
Stonebridge Capital Advisors
Minnesota
$10K +$10.1K +222 New
MHR
195
Matthew Hamilton Rosenberg
$9K
FPW
196
Flagship Private Wealth
Massachusetts
$8.15K
TWA
197
TCI Wealth Advisors
Arizona
$8K
GI
198
Gradient Investments
Minnesota
$7K -$3.01K -66 -29%
EP
199
Eudaimonia Partners
Tennessee
$7K +$6.89K +151 New
LWANC
200
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K +$6.89K +151 New

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.