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State Street SPDR Dow Jones Global Real Estate ETF

204 hedge funds and large institutions have $877M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 59.4%59.48% (+0.09%)

4% less funds holding

Funds holding: 213204 (-9)

6% less capital invested

Capital invested by funds: $931M → $877M (-$53.5M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 87

Holders
204
Holders Change
-9
Holders Change %
-4.23%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
13
Increased
59
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$148M +$2.37M +59,229 +2%
State Street
2
State Street
Massachusetts
$108M +$3.84M +96,024 +4%
Goldman Sachs
3
Goldman Sachs
New York
$101M -$8.15M -203,779 -7%
SFA
4
Sequoia Financial Advisors
Ohio
$64.2M -$3.08M -77,091 -5%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$63.8M -$3.47M -86,762 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$46.1M +$22.2M +556,168 +91%
PSUF
7
People's United Financial
Connecticut
$33.5M -$564K -14,100 -2%
Morgan Stanley
8
Morgan Stanley
New York
$21.9M -$4.11M -102,683 -16%
GT
9
Glenmede Trust
Pennsylvania
$19.7M -$3.32M -83,066 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.3M -$1.67M -41,752 -10%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M +$1.07M +26,731 +9%
LPL Financial
12
LPL Financial
California
$12.4M +$2.44M +61,110 +24%
WPW
13
Waldron Private Wealth
Pennsylvania
$12M -$13.1M -328,235 -52%
MWM
14
Modera Wealth Management
New Jersey
$11.8M +$942K +23,552 +9%
SW
15
SVB Wealth
Massachusetts
$11.3M +$179K +4,469 +2%
JWA
16
JFS Wealth Advisors
Pennsylvania
$10.2M -$239K -5,969 -2%
HWA
17
HHM Wealth Advisors
Tennessee
$8.49M +$16.2K +404 +0.2%
RJA
18
Raymond James & Associates
Florida
$8.28M +$300K +7,507 +4%
HNB
19
Huntington National Bank
Ohio
$7.66M
EW
20
Emerson Wealth
Michigan
$7.66M -$971K -24,272 -11%
BJL
21
Brighton Jones LLC
Washington
$6.45M +$628K +15,706 +11%
FA
22
FC Advisory
Pennsylvania
$6.03M +$124K +3,099 +2%
Bank of America
23
Bank of America
North Carolina
$5.68M -$940K -23,499 -14%
OAM
24
Oppenheimer Asset Management
New York
$5.01M -$267K -6,667 -5%
CWM
25
Cahaba Wealth Management
Georgia
$4.91M +$1.26M +31,530 +34%

RWO Hedge Fund Activity: Q3 2020 in Review

204 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2020, worth a combined $877M — down 5.8% from $931M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RWO and 13 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 59 added.

The largest buyer was Bank of New York Mellon, adding an estimated $22.2M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $18.5M sold.

  • 204 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2020, down from 213 in Q2 2020.
  • Funds reported $877M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2020, down 5.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2020 and 19 closed out, a net change of -6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $22.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2020 was Canada Pension Plan Investment Board, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2020.