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State Street SPDR Dow Jones International Real Estate ETF

203 hedge funds and large institutions have $1.61B invested in State Street SPDR Dow Jones International Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% more ownership

Funds ownership: 76.12%76.86% (+0.74%)

4% less capital invested

Capital invested by funds: $1.68B → $1.61B (-$68.5M)

2% less funds holding

Funds holding: 207203 (-4)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

33% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 81

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.58M

Holders
203
Holders Change
-4
Holders Change %
-1.93%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
54
Reduced
81
Closed
24
Calls
Puts
$1.58M
Net Calls
-$1.58M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$647M -$70.8M -1,821,443 -10%
Goldman Sachs
2
Goldman Sachs
New York
$155M -$8.08M -207,808 -5%
State Street
3
State Street
Massachusetts
$129M +$9.36M +240,647 +8%
M&T Bank
4
M&T Bank
New York
$117M +$1.3M +33,446 +1%
Northern Trust
5
Northern Trust
Illinois
$73.6M +$61.3K +1,576 +0.1%
MFM
6
MD Financial Management
Ontario, Canada
$71.2M -$18.7M -480,409 -21%
Bank of America
7
Bank of America
North Carolina
$68.3M +$3.54M +91,020 +6%
Morgan Stanley
8
Morgan Stanley
New York
$41M +$6.8M +174,861 +20%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$36.9M
US Bancorp
10
US Bancorp
Minnesota
$21.4M -$5.07M -130,414 -19%
AssetMark Inc
11
AssetMark Inc
California
$18.7M -$130K -3,350 -0.7%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$18.3M -$1.05M -26,963 -6%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$13.1M -$1.26M -32,385 -9%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$12M -$3.4M -87,331 -22%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$7.97M -$30.1K -775 -0.4%
UBS Group
16
UBS Group
Switzerland
$6.64M -$1.58M -40,762 -20%
BWA
17
BlueSky Wealth Advisors
North Carolina
$6.42M +$12.6K +323 +0.2%
GFPC
18
Global Financial Private Capital
Florida
$6.21M -$3.11M -80,114 -34%
MWM
19
Merriman Wealth Management
Washington
$6.14M -$451K -11,600 -7%
ANTB
20
AMG National Trust Bank
Colorado
$5.8M -$122K -3,130 -2%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$5.49M +$1.13M +28,989 +26%
CAM
22
Congress Asset Management
Massachusetts
$5.09M -$158K -4,070 -3%
OCM
23
One Capital Management
California
$5.02M +$1.17M +30,195 +31%
Jane Street
24
Jane Street
New York
$4.99M +$1.49M +38,329 +44%
FWM
25
FFT Wealth Management
Pennsylvania
$4.27M

RWX Hedge Fund Activity: Q3 2019 in Review

203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2019, worth a combined $1.61B — down 4.1% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RWX and 21 opened new positions — a net loss of 3 holders — while 81 trimmed existing stakes and 54 added.

The largest buyer was State Street, adding an estimated $9.36M. The largest seller was Wells Fargo, cutting an estimated $70.8M.

  • 203 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2019, down from 207 in Q2 2019.
  • Funds reported $1.61B of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2019, down 4.1% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2019 and 24 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2019 was State Street, an estimated $9.36M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $70.8M sold.

Based on aggregated 13F filings for Q3 2019.