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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$177M +$7.21M +170,964 +4%
State Street
2
State Street
Massachusetts
$126M +$4.1M +97,175 +4%
Goldman Sachs
3
Goldman Sachs
New York
$114M +$291K +6,899 +0.3%
SFA
4
Sequoia Financial Advisors
Ohio
$68.5M -$3.54M -83,905 -5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$54.1M +$2.04M +48,288 +4%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$42.6M -$27.7M -657,137 -41%
PSUF
7
People's United Financial
Connecticut
$37.8M +$81.8K +1,938 +0.2%
Morgan Stanley
8
Morgan Stanley
New York
$24.7M +$84.4K +2,001 +0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$17.8M +$480K +11,370 +3%
GT
10
Glenmede Trust
Pennsylvania
$17M -$4.86M -115,268 -23%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M -$252K -5,975 -2%
MWM
12
Modera Wealth Management
New Jersey
$13.9M +$675K +16,003 +5%
WPW
13
Waldron Private Wealth
Pennsylvania
$12.2M -$1.2M -28,379 -9%
SW
14
SVB Wealth
Massachusetts
$11.7M -$1M -23,748 -8%
LPL Financial
15
LPL Financial
California
$10.7M -$3.07M -72,663 -23%
RJA
16
Raymond James & Associates
Florida
$9.97M +$611K +14,468 +7%
HWA
17
HHM Wealth Advisors
Tennessee
$9.59M +$32.7K +774 +0.4%
HNB
18
Huntington National Bank
Ohio
$8.89M
JWA
19
JFS Wealth Advisors
Pennsylvania
$8.78M -$2.53M -59,951 -23%
EW
20
Emerson Wealth
Michigan
$8.61M -$13.3K -315 -0.2%
BJL
21
Brighton Jones LLC
Washington
$7.56M +$284K +6,735 +4%
Bank of America
22
Bank of America
North Carolina
$7.38M +$939K +22,251 +15%
FA
23
FC Advisory
Pennsylvania
$6.92M +$123K +2,925 +2%
CWM
24
Cahaba Wealth Management
Georgia
$6.11M +$548K +12,982 +10%
OAM
25
Oppenheimer Asset Management
New York
$5.37M -$260K -6,159 -5%

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.