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State Street SPDR Dow Jones Global Real Estate ETF

224 hedge funds and large institutions have $948M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2.93% more ownership

Funds ownership: 57.35%60.28% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

15% less funds holding

Funds holding: 262224 (-38)

25% less capital invested

Capital invested by funds: $1.27B → $948M (-$323M)

52% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 61

Holders
224
Holders Change
-38
Holders Change %
-14.5%
% of All Funds
4.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
29
Increased
76
Reduced
80
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$144M -$14.1M -297,200 -7%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$112M +$8.28M +174,224 +6%
State Street
3
State Street
Massachusetts
$103M +$10.2M +214,269 +8%
SFA
4
Sequoia Financial Advisors
Ohio
$69.8M +$4.12M +86,624 +5%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$65.3M +$29.7M +625,614 +53%
GT
6
Glenmede Trust
Pennsylvania
$38.3M
PSUF
7
People's United Financial
Connecticut
$30.2M +$34.9M +734,498 +711%
Morgan Stanley
8
Morgan Stanley
New York
$29.9M -$289K -6,089 -0.7%
WPW
9
Waldron Private Wealth
Pennsylvania
$23.9M +$13.1M +275,189 +71%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22.2M -$951K -20,014 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.3M +$2.77M +58,321 +12%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$17.1M +$8.32M +175,000 +58%
Bank of America
13
Bank of America
North Carolina
$10.6M -$9.35M -196,861 -40%
JWA
14
JFS Wealth Advisors
Pennsylvania
$10.2M +$591K +12,448 +5%
LPL Financial
15
LPL Financial
California
$9.17M +$416K +8,748 +4%
SP
16
Sarasin & Partners
United Kingdom
$8.9M
SW
17
SVB Wealth
Massachusetts
$8.53M -$536K -11,282 -5%
SLT
18
St Louis Trust
Missouri
$8.51M -$1.52M -31,907 -12%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.8M +$3.04M +63,938 +42%
HNB
20
Huntington National Bank
Ohio
$7.73M
Wells Fargo
21
Wells Fargo
California
$7.44M -$3.21M -67,508 -25%
HWA
22
HHM Wealth Advisors
Tennessee
$7.06M +$2.69M +56,536 +41%
EW
23
Emerson Wealth
Michigan
$6.81M +$8.99M +189,281 New
RJA
24
Raymond James & Associates
Florida
$6.77M +$622K +13,095 +7%
William Blair & Company
25
William Blair & Company
Illinois
$6.49M +$2.64M +55,604 +45%

RWO Hedge Fund Activity: Q1 2020 in Review

224 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2020, worth a combined $948M — down 25% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RWO and 29 opened new positions — a net loss of 32 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was People's United Financial, adding an estimated $34.9M. The largest seller was Jane Street, exiting entirely with an estimated $15.8M sold.

  • 224 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2020, down from 262 in Q4 2019.
  • Funds reported $948M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2020 and 61 closed out, a net change of -32 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2020 was People's United Financial, an estimated $34.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2020 was Jane Street, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2020.