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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$9K
JWA
202
JFS Wealth Advisors
Pennsylvania
$9K
QI
203
QS Investors
New York
$9K
VNA
204
Valley National Advisers
Pennsylvania
$9K +$1.01K +25 +13%
BFC
205
Bedel Financial Consulting
Indiana
$8K
CFA
206
Carroll Financial Associates
North Carolina
$8K
EI
207
Ellevest Inc
New York
$8K
ZB
208
Zions Bancorporation
Utah
$8K
HR
209
Howe & Rusling
New York
$8K +$8.33K +207 New
CICI
210
Capital Investment Counsel Inc
North Carolina
$7K +$7.77K +193 New
AIC
211
Ameritas Investment Company
Nebraska
$6K
AIS
212
Accurate Investment Solutions
Pennsylvania
$5K +$5.43K +135 New
CIAS
213
Capital Investment Advisory Services
North Carolina
$3K
OPS
214
Orion Portfolio Solutions
Nebraska
$2K +$1.73K +43 New
LPWM
215
Lake Point Wealth Management
Texas
$2K +$2.25K +56 New
CFGS
216
Concourse Financial Group Securities
Alabama
$2K +$2.37K +59 New
TCWM
217
Total Clarity Wealth Management
Illinois
$2K +$2.54K +63 New
FGAM
218
Financial Gravity Asset Management
Texas
$1K -$6.52K -162 -83%
BWM
219
BerganKDV Wealth Management
Minnesota
$1K
ClearBridge Investments
220
ClearBridge Investments
New York
$1K
LFG
221
LifePlan Financial Group
Ohio
$1K
BA
222
Ballast Advisors
Minnesota
$1K +$644 +16 New
TI
223
tru Independence
Oregon
$1K +$805 +20 New
CHAM
224
Clear Harbor Asset Management
Connecticut
$776 +$805 +20 New
WQ
225
Wealth Quarterback
New Jersey
$565 +$604 +15 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.