We are live on ! Find out more
RWX icon

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
AFP
76
Ausdal Financial Partners
Iowa
$861K +$5.71K +142 +0.6%
JFG
77
JMG Financial Group
Illinois
$851K -$13K -323 -1%
EWM
78
Evercore Wealth Management
New York
$843K
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$814K -$8.05K -200 -0.9%
OC
80
Oarsman Capital
Wisconsin
$790K +$22.1K +550 +3%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$760K +$788K +19,580 New
MWM
82
Mission Wealth Management
California
$745K -$97.5K -2,422 -11%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$734K +$10.6K +263 +1%
AWM
84
AE Wealth Management
Kansas
$723K +$263K +6,530 +54%
SBWM
85
Sunflower Bank Wealth Management
Arizona
$720K -$170K -4,215 -19%
FNT
86
First Nebraska Trust
Nebraska
$716K
IAS
87
IMA Advisory Services
Colorado
$716K -$68K -1,690 -8%
WIA
88
Wealthstreet Investment Advisors
Texas
$698K
APA
89
American Portfolios Advisors
New York
$671K -$12.6K -313 -2%
PRWA
90
Platte River Wealth Advisors
Colorado
$651K +$674K +16,751 New
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$629K +$87.9K +2,184 +16%
Citigroup
92
Citigroup
New York
$584K +$348K +8,642 +135%
CFB
93
Cullen/Frost Bankers
Texas
$582K -$49.2K -1,222 -8%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$580K -$7.37K -183 -1%
IAA
95
Ironsides Asset Advisors
North Carolina
$574K -$10.1K -250 -2%
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
$566K -$20.8K -516 -3%
MWM
97
Modera Wealth Management
New Jersey
$564K -$1.41K -35 -0.2%
SS
98
Simplicity Solutions
Minnesota
$564K +$255K +6,341 +77%
SSB
99
Sandy Spring Bank
Maryland
$554K -$56.9K -1,413 -9%
JFA
100
Johanson Financial Advisors
California
$524K +$819K +20,343 New

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.