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State Street SPDR Dow Jones International Real Estate ETF

224 hedge funds and large institutions have $1.46B invested in State Street SPDR Dow Jones International Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

10% more funds holding

Funds holding: 203224 (+21)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

5.17% less ownership

Funds ownership: 76.86%71.69% (-5.2%)

9% less capital invested

Capital invested by funds: $1.61B → $1.46B (-$147M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.55M

Holders
224
Holders Change
+21
Holders Change %
+10.34%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
38
Increased
70
Reduced
72
Closed
15
Calls
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
WC
51
Whitnell & Co
Illinois
$1.73M -$10.1K -250 -0.6%
WA
52
Wealth Alliance
New York
$1.7M +$1.76M +43,755 New
AL
53
Aspiriant LLC
California
$1.67M +$31.3K +777 +2%
Truist Financial
54
Truist Financial
North Carolina
$1.63M +$1.69M +41,892 New
JP Morgan Chase
55
JP Morgan Chase
New York
$1.6M +$145K +3,597 +10%
Ameriprise
56
Ameriprise
Minnesota
$1.52M -$84.6K -2,101 -5%
RJA
57
Raymond James & Associates
Florida
$1.44M +$101K +2,505 +7%
ST
58
Sentinel Trust
Texas
$1.42M -$2.55M -63,300 -63%
MD
59
Money Design
Japan
$1.42M +$1.11M +27,586 +298%
DY
60
Dowling & Yahnke
California
$1.35M -$21.9K -545 -2%
BFPW
61
BOK Financial Private Wealth
Colorado
$1.31M +$26.6K +661 +2%
VA
62
Valmark Advisers
Ohio
$1.29M -$105K -2,602 -7%
FTS
63
Fifth Third Securities
Ohio
$1.22M +$240K +5,967 +23%
ACA
64
Atlas Capital Advisors
Wyoming
$1.21M -$47.1K -1,170 -4%
CCM
65
Colorado Capital Management
Colorado
$1.18M -$11.5K -285 -0.9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.17M +$86.8K +2,158 +8%
UCFA
67
United Capital Financial Advisors
Texas
$1.15M -$31.5K -782 -3%
Citadel Advisors
68
Citadel Advisors
Florida
$1.14M +$588K +14,619 +99%
BP
69
Ballentine Partners
Massachusetts
$1.14M
BSW
70
Buckingham Strategic Wealth
Missouri
$1.11M -$282 -7 -0%
BF
71
BOK Financial
Oklahoma
$1.09M +$288K +7,149 +34%
Stifel Financial
72
Stifel Financial
Missouri
$1.07M -$64.5K -1,602 -5%
JA
73
JOYN Advisors
Georgia
$891K +$461K +11,453 +100%
William Blair & Company
74
William Blair & Company
Illinois
$885K +$184K +4,577 +25%
EHPM
75
Emery Howard Portfolio Management
California
$869K

RWX Hedge Fund Activity: Q4 2019 in Review

224 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2019, worth a combined $1.46B — down 9.2% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RWX positions and 15 closed out — a net gain of 23 holders — while 70 added to existing stakes and 72 trimmed.

The largest buyer was MD Financial Management, adding an estimated $20M. The largest seller was M&T Bank, exiting entirely with an estimated $117M sold.

  • 224 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2019, up from 203 in Q3 2019.
  • Funds reported $1.46B of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2019, down 9.2% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2019 and 15 closed out, a net change of +23 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2019 was MD Financial Management, an estimated $20M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2019 was M&T Bank, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.