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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
CBT
176
Capital Bank & Trust
California
$7K
CICI
177
Capital Investment Counsel Inc
North Carolina
$7K +$2.8K +79 +41%
DWM
178
Darwin Wealth Management
Florida
$7K +$9.57K +270 New
VNA
179
Valley National Advisers
Pennsylvania
$6K -$461 -13 -6%
BFC
180
Bedel Financial Consulting
Indiana
$6K
JWA
181
JFS Wealth Advisors
Pennsylvania
$6K
ZB
182
Zions Bancorporation
Utah
$6K
SF
183
Synovus Financial
Georgia
$4K +$4.93K +139 New
CAN
184
Claraphi Advisory Network
United States
$3K +$3.9K +110 New
EWM
185
EPG Wealth Management
Georgia
$3K +$3.9K +110 New
CIAS
186
Capital Investment Advisory Services
North Carolina
$2K
SBL
187
Sargent Bickham Lagudis
Colorado
$2K +$2.55K +72 New
PA
188
Parallel Advisors
California
$1K -$21.5K -607 -91%
LPWM
189
Lake Point Wealth Management
Texas
$1K
LFG
190
LifePlan Financial Group
Ohio
$1K
OPS
191
Orion Portfolio Solutions
Nebraska
$1K
BW
192
Bison Wealth
Georgia
$1K +$745 +21 New
FPB
193
First PREMIER Bank
South Dakota
$1K +$1.35K +38 New
TCOV
194
Trust Company of Vermont
Vermont
$1K +$1.49K +42 New
WQ
195
Wealth Quarterback
New Jersey
$393
MWM
196
Merriman Wealth Management
Washington
-$5.92M -152,678 Closed
FCC
197
Florin Court Capital
United Kingdom
-$3.96M -102,000 Closed
TWP
198
Tempus Wealth Planning
California
-$3.53M -91,036 Closed
Baird Financial Group
199
Baird Financial Group
Wisconsin
-$3.06M -78,988 Closed
WA
200
Wealth Alliance
New York
-$1.7M -43,755 Closed

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.