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State Street SPDR Dow Jones Global Real Estate ETF

225 hedge funds and large institutions have $1.03B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $960M → $1.03B (+$66.3M)

4% more funds holding

Funds holding: 216225 (+9)

1.1% more ownership

Funds ownership: 60.35%61.45% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
65
Reduced
84
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$203M +$12.7M +277,875 +7%
State Street
2
State Street
Massachusetts
$144M +$10.4M +226,737 +8%
Goldman Sachs
3
Goldman Sachs
New York
$116M -$4.3M -94,139 -4%
SFA
4
Sequoia Financial Advisors
Ohio
$73.9M +$1.12M +24,498 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$61.9M +$4.32M +94,702 +8%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$41.9M -$3.21M -70,253 -7%
PSUF
7
People's United Financial
Connecticut
$27.1M -$12.7M -277,680 -33%
Morgan Stanley
8
Morgan Stanley
New York
$25M -$1.27M -27,775 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$17.6M -$1.2M -26,220 -7%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.3M +$1.92M +42,137 +13%
GT
11
Glenmede Trust
Pennsylvania
$16.5M -$1.55M -33,934 -9%
MWM
12
Modera Wealth Management
New Jersey
$14.7M -$58.6K -1,284 -0.4%
SW
13
SVB Wealth
Massachusetts
$13.3M +$856K +18,752 +7%
WPW
14
Waldron Private Wealth
Pennsylvania
$13M +$46 +1 +0%
HNB
15
Huntington National Bank
Ohio
$12M
RJA
16
Raymond James & Associates
Florida
$10.4M -$138K -3,024 -1%
JWA
17
JFS Wealth Advisors
Pennsylvania
$9.06M -$251K -5,487 -3%
LPL Financial
18
LPL Financial
California
$8.51M -$2.75M -60,302 -25%
EW
19
Emerson Wealth
Michigan
$8.38M -$734K -16,067 -8%
BJL
20
Brighton Jones LLC
Washington
$8.24M +$204K +4,474 +3%
FA
21
FC Advisory
Pennsylvania
$6.77M -$554K -12,126 -8%
Bank of America
22
Bank of America
North Carolina
$6.67M -$1.14M -24,944 -15%
CWM
23
Cahaba Wealth Management
Georgia
$6.61M +$126K +2,757 +2%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$5.91M +$5.72M +125,192 New
OAM
25
Oppenheimer Asset Management
New York
$5.84M +$139K +3,043 +3%

RWO Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2021, worth a combined $1.03B — up 6.9% from $960M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWO positions and 18 closed out — a net gain of 11 holders — while 65 added to existing stakes and 84 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $12.7M. The largest seller was People's United Financial, cutting an estimated $12.7M.

  • 225 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2021, up from 216 in Q4 2020.
  • Funds reported $1.03B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2021, up 6.9% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2021 and 18 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2021 was Jones Financial Companies, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2021 was People's United Financial, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.