We are live on ! Find out more
RWX icon

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
SAM
126
S.A. Mason
Michigan
$77K -$14.2K -400 -12%
GFPC
127
Global Financial Private Client
Florida
$68.1K
FP
128
Financial Perspectives
Minnesota
$63K +$71 +2 +0.1%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$61K +$71 +2 +0.1%
VFA
130
Valeo Financial Advisors
Indiana
$53K
DI
131
Disciplined Investments
Oklahoma
$50K
CAL
132
Capital Analysts LLC
Pennsylvania
$46K +$17.7K +500 +41%
SWM
133
Sugarloaf Wealth Management
Georgia
$44K -$3.9K -110 -6%
CHC
134
City Holding Co
West Virginia
$40K -$7.09K -200 -12%
WB
135
West Bancorporation
Iowa
$36K
CFFP
136
Center for Financial Planning
Michigan
$34K
CTC
137
Central Trust Company
Missouri
$33K -$15.5K -438 -26%
SPIA
138
Steward Partners Investment Advisory
New York
$28K
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$26K
PFBT
140
Parkside Financial Bank & Trust
Missouri
$26K
BCMIO
141
Beacon Capital Management Inc (Ohio)
Ohio
$26K +$3.83K +108 +12%
AF
142
Advisornet Financial
Minnesota
$21K
BAMG
143
Brand Asset Management Group
Missouri
$20K -$17.8K -502 -41%
ASN
144
Advisory Services Network
Georgia
$20K
MFT
145
Moisand Fitzgerald Tamayo
Florida
$20K +$71 +2 +0.3%
GRP
146
Global Retirement Partners
California
$19K
BL
147
Balentine LLC
Georgia
$17K
FCM
148
Firestone Capital Management
Florida
$16K -$13.6K -384 -39%
M
149
MOTCO
Texas
$16K -$10.5K -295 -33%
IA
150
IFP Advisors
Florida
$16K +$5.92K +167 +31%

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.