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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
FCFS
201
First Command Financial Services
Texas
$3K
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$3K +$169 +4 +7%
TAM
203
Tucker Asset Management
Colorado
$2.22K +$2.11K +50 New
DI
204
Disciplined Investments
Oklahoma
$2K -$4.3K -102 -70%
AWM
205
AllSquare Wealth Management
New York
$2K
IBOK
206
Independence Bank of Kentucky
Kentucky
$2K
S
207
SignatureFD
Georgia
$2K
WEC
208
Winslow Evans & Crocker
Massachusetts
$2K
SWM
209
Sugarloaf Wealth Management
Georgia
$2K +$42 +1 +2%
SWM
210
Selective Wealth Management
Virginia
$2K +$2.11K +50 New
CIAS
211
Capital Investment Advisory Services
North Carolina
$1K -$1.48K -35 -64%
HWA
212
Heritage Wealth Advisors
Virginia
$1K
SBL
213
Sargent Bickham Lagudis
Colorado
$1K +$42 +1 +8%
KFI
214
Key Financial Inc
Pennsylvania
$1K +$549 +13 New
WIM
215
Westside Investment Management
California
$91 -$45.7K -1,082 -35%
RWB
216
RMR Wealth Builders
New Jersey
-$3.81M -96,549 Closed
SLT
217
St Louis Trust
Missouri
-$3.39M -85,866 Closed
VFP
218
Verus Financial Partners
Virginia
-$1.86M -47,061 Closed
PFG
219
PAX Financial Group
Texas
-$635K -16,087 Closed
HR
220
Hayden Royal
North Carolina
-$588K -14,895 Closed
FIM
221
Freedom Investment Management
Connecticut
-$499K -12,624 Closed
Northern Trust
222
Northern Trust
Illinois
-$328K -8,313 Closed
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
-$231K -5,858 Closed
FFN
224
Focus Financial Network
Minnesota
-$220K -5,579 Closed
FTUS
225
Flow Traders U.S.
New York
-$216K -5,476 Closed

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.