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
Wells Fargo
1
Wells Fargo
California
$587M -$50.3M -1,248,867 -8%
Goldman Sachs
2
Goldman Sachs
New York
$138M -$14.8M -367,638 -9%
State Street
3
State Street
Massachusetts
$128M +$964K +23,947 +0.7%
MFM
4
MD Financial Management
Ontario, Canada
$89.2M +$20M +497,586 +28%
Northern Trust
5
Northern Trust
Illinois
$77.5M +$5.45M +135,330 +7%
Bank of America
6
Bank of America
North Carolina
$65M -$2.12M -52,668 -3%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$44M +$8.05M +200,000 +21%
Morgan Stanley
8
Morgan Stanley
New York
$33.4M -$7.05M -175,216 -17%
US Bancorp
9
US Bancorp
Minnesota
$19.1M -$1.91M -47,404 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$18.3M +$16.1M +400,153 +558%
AssetMark Inc
11
AssetMark Inc
California
$17.5M -$889K -22,085 -5%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$16M -$2.03M -50,474 -11%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$11.9M -$910K -22,623 -7%
Jane Street
14
Jane Street
New York
$11M +$6.33M +157,280 +125%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$10.8M -$1.04M -25,727 -8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$7.83M +$402 +10 +0%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$7.5M +$6.69M +166,153 +610%
UBS Group
18
UBS Group
Switzerland
$6.89M +$381K +9,479 +6%
BWA
19
BlueSky Wealth Advisors
North Carolina
$6.37M +$173K +4,308 +3%
MWM
20
Merriman Wealth Management
Washington
$5.92M -$108K -2,686 -2%
GFPC
21
Global Financial Private Capital
Florida
$5.75M -$363K -9,027 -6%
OCM
22
One Capital Management
California
$5.54M +$632K +15,702 +12%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$5.46M +$75.1K +1,865 +1%
CAM
24
Congress Asset Management
Massachusetts
$4.78M -$224K -5,573 -4%
ANTB
25
AMG National Trust Bank
Colorado
$4.74M -$985K -24,467 -17%

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.