We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

262 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 80

11% more funds holding

Funds holding: 236262 (+26)

6% more capital invested

Capital invested by funds: $1.2B → $1.27B (+$71.8M)

1.89% more ownership

Funds ownership: 55.47%57.35% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
262
Holders Change
+26
Holders Change %
+11.02%
% of All Funds
5.16%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
89
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
201
Interactive Financial Advisors
Illinois
$114K -$8.12K -156 -7%
KBFS
202
Kohmann Bosshard Financial Services
Ohio
$109K
TA
203
TFG Advisers
Michigan
$103K +$104K +2,008 New
ASN
204
Advisory Services Network
Georgia
$99K +$10.4K +200 +12%
QCMC
205
Quantum Capital Management (California)
California
$86K +$1.2K +23 +1%
CAL
206
Capital Analysts LLC
Pennsylvania
$82K +$10.4K +199 +14%
EWM
207
EPG Wealth Management
Georgia
$81K +$82.2K +1,580 New
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$78K +$364 +7 +0.5%
GWM
209
Geneos Wealth Management
Colorado
$76K -$14.4K -277 -16%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$62K
VCM
211
Versant Capital Management
Arizona
$62K
RCA
212
Ranch Capital Advisors
Florida
$60K +$60.1K +1,155 New
AW
213
Alpha Windward
Massachusetts
$59K
CFD
214
Creative Financial Designs
Indiana
$56K +$989 +19 +2%
JP Morgan Chase
215
JP Morgan Chase
New York
$53K -$2.45K -47 -4%
EIP
216
Ellis Investment Partners
Pennsylvania
$53K +$16.3K +313 +43%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$53K +$48.2K +926 +926%
VCP
218
Verus Capital Partners
Arizona
$52K +$52.8K +1,014 New
CAC
219
Certified Advisory Corp
Florida
$46K
TWA
220
TCI Wealth Advisors
Arizona
$46K
PCG
221
Private Capital Group
Connecticut
$45K
RBC
222
Roble Belko & Company
Pennsylvania
$42K
BA
223
Ballast Advisors
Minnesota
$41K +$41K +787 New
RG
224
Retirement Group
California
$41K +$41.9K +805 New
FHA
225
Flagship Harbor Advisors
Massachusetts
$40K -$1.03M -19,820 -96%

RWO Hedge Fund Activity: Q4 2019 in Review

262 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2019, worth a combined $1.27B — up 6% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new RWO positions and 21 closed out — a net gain of 28 holders — while 89 added to existing stakes and 80 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $15.6M. The largest seller was State Street, cutting an estimated $14.9M.

  • 262 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2019, up from 236 in Q3 2019.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2019 and 21 closed out, a net change of +28 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2019 was Canada Pension Plan Investment Board, an estimated $15.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2019 was State Street, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2019.