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State Street SPDR Dow Jones International Real Estate ETF

173 hedge funds and large institutions have $694M invested in State Street SPDR Dow Jones International Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.48% less ownership

Funds ownership: 74.9%71.42% (-3.5%)

11% less funds holding

Funds holding: 194173 (-21)

21% less capital invested

Capital invested by funds: $883M → $694M (-$190M)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

62% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 86

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
173
Holders Change
-21
Holders Change %
-10.82%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
21
Increased
33
Reduced
86
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$931K +$181K +6,390 +25%
RJA
52
Raymond James & Associates
Florida
$917K -$174K -6,158 -16%
UCFA
53
United Capital Financial Advisors
Texas
$849K +$141 +5 +0%
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$797K -$26.4K -933 -3%
AL
55
Aspiriant LLC
California
$782K -$617K -21,821 -45%
IRC
56
Investors Research Corp
Georgia
$774K +$359K +12,692 +90%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$719K -$82.3K -2,909 -10%
Stifel Financial
58
Stifel Financial
Missouri
$671K -$57.7K -2,038 -8%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$661K -$452K -15,964 -41%
CDIA
60
Capital Directions Investment Advisors
Georgia
$658K -$1M -35,453 -61%
Marshall Wace
61
Marshall Wace
United Kingdom
$638K +$58K +2,050 +10%
EWM
62
Evercore Wealth Management
New York
$627K
CCM
63
Colorado Capital Management
Colorado
$616K -$273K -9,646 -31%
TI
64
Trexquant Investment
Connecticut
$614K -$698K -24,659 -54%
OC
65
Oarsman Capital
Wisconsin
$610K +$598K +21,152 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$609K +$10.6K +375 +2%
JP Morgan Chase
67
JP Morgan Chase
New York
$569K -$177K -6,255 -24%
IAS
68
IMA Advisory Services
Colorado
$538K +$65.1K +2,301 +14%
FNT
69
First Nebraska Trust
Nebraska
$532K
William Blair & Company
70
William Blair & Company
Illinois
$526K -$7.98K -282 -2%
WIA
71
Wealthstreet Investment Advisors
Texas
$519K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$481K -$25.7K -907 -5%
TCM
73
Telos Capital Management
California
$472K -$883K -31,222 -66%
BSW
74
Buckingham Strategic Wealth
Missouri
$458K -$124K -4,389 -22%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$428K -$133K -4,693 -24%

RWX Hedge Fund Activity: Q2 2020 in Review

173 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q2 2020, worth a combined $694M — down 21% from $883M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of RWX and 21 opened new positions — a net loss of 18 holders — while 86 trimmed existing stakes and 33 added.

The largest buyer was MD Financial Management, adding an estimated $6.62M. The largest seller was Wells Fargo, cutting an estimated $89.7M.

  • 173 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q2 2020, down from 194 in Q1 2020.
  • Funds reported $694M of State Street SPDR Dow Jones International Real Estate ETF stock for Q2 2020, down 21% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q2 2020 and 39 closed out, a net change of -18 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q2 2020 was MD Financial Management, an estimated $6.62M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q2 2020 was Wells Fargo, an estimated $89.7M sold.

Based on aggregated 13F filings for Q2 2020.