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State Street SPDR Dow Jones International Real Estate ETF

194 hedge funds and large institutions have $883M invested in State Street SPDR Dow Jones International Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 76 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.22% more ownership

Funds ownership: 71.69%74.9% (+3.2%)

13% less funds holding

Funds holding: 224194 (-30)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 76

40% less capital invested

Capital invested by funds: $1.46B → $883M (-$580M)

45% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 55

Holders
194
Holders Change
-30
Holders Change %
-13.39%
% of All Funds
4.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
49
Reduced
76
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$2.99M -$410K -11,557 -9%
FWM
27
FFT Wealth Management
Pennsylvania
$2.89M
PI
28
PFS Investments
Georgia
$2.73M +$3.61M +101,894 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$2.55M -$1.62M -45,637 -32%
BF
30
BOK Financial
Oklahoma
$2.46M +$2.26M +63,708 +226%
SC
31
Savant Capital
Illinois
$2.44M -$360K -10,140 -10%
ANTB
32
AMG National Trust Bank
Colorado
$2.37M -$1.2M -33,955 -28%
Citadel Advisors
33
Citadel Advisors
Florida
$2.34M +$2.06M +57,970 +197%
PAG
34
Private Advisor Group
New Jersey
$2.23M -$317K -8,951 -10%
FCIM
35
Fairview Capital Investment Management
California
$2.08M +$1.14M +32,254 +71%
MWM
36
Mission Wealth Management
California
$2.07M +$2.06M +58,189 +303%
ABC
37
Associated Banc-Corp
Wisconsin
$1.94M +$2.57M +72,455 New
HSA
38
HBK Sorce Advisory
Pennsylvania
$1.86M -$353K -9,943 -12%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.79M -$271K -7,653 -10%
AIM
40
Alhambra Investment Management
Florida
$1.73M -$603K -16,998 -21%
HFA
41
High Falls Advisors
New York
$1.63M -$1.98M -55,920 -48%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.58M +$2.59M +73,000 New
CDIA
43
Capital Directions Investment Advisors
Georgia
$1.56M -$347K -9,777 -14%
SC
44
Schoolcraft Capital
Colorado
$1.51M +$207K +5,842 +12%
ACA
45
Atlas Capital Advisors
Wyoming
$1.49M +$874K +24,648 +79%
CF
46
Centaurus Financial
California
$1.46M -$79.9K -2,252 -4%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$1.36M +$1.06M +29,823 +142%
MAS
48
Managed Account Services
Florida
$1.33M +$298K +8,401 +18%
AL
49
Aspiriant LLC
California
$1.31M +$205K +5,790 +13%
TCM
50
Telos Capital Management
California
$1.27M +$12.8K +362 +0.8%

RWX Hedge Fund Activity: Q1 2020 in Review

194 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2020, worth a combined $883M — down 40% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of RWX and 30 opened new positions — a net loss of 25 holders — while 76 trimmed existing stakes and 49 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $49.5M. The largest seller was Wells Fargo, cutting an estimated $198M.

  • 194 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2020, down from 224 in Q4 2019.
  • Funds reported $883M of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2020, down 40% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2020 and 55 closed out, a net change of -25 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2020 was M&T Bank, an estimated $49.5M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2020 was Wells Fargo, an estimated $198M sold.

Based on aggregated 13F filings for Q1 2020.