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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
Wells Fargo
1
Wells Fargo
California
$256M -$198M -5,574,118 -37%
State Street
2
State Street
Massachusetts
$101M +$17.2M +484,692 +15%
Goldman Sachs
3
Goldman Sachs
New York
$82.1M -$17.6M -494,962 -14%
MFM
4
MD Financial Management
Ontario, Canada
$62M +$581K +16,395 +0.7%
Northern Trust
5
Northern Trust
Illinois
$54.9M +$1.88M +52,938 +3%
Bank of America
6
Bank of America
North Carolina
$45.4M +$684K +19,302 +1%
M&T Bank
7
M&T Bank
New York
$37.4M +$49.5M +1,396,113 New
Morgan Stanley
8
Morgan Stanley
New York
$26.8M +$4.91M +138,380 +16%
AssetMark Inc
9
AssetMark Inc
California
$14.9M +$3.72M +104,843 +23%
Jane Street
10
Jane Street
New York
$12.8M +$6.96M +196,279 +69%
US Bancorp
11
US Bancorp
Minnesota
$11.8M -$1.8M -50,877 -10%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$10.7M -$26M -734,130 -65%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.7M -$2.6M -73,195 -16%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$8.89M -$2.86M -80,598 -20%
QI
15
QS Investors
New York
$8.33M +$11M +310,943 +150,943%
Truist Financial
16
Truist Financial
North Carolina
$7.97M +$9.08M +255,968 +611%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$7.21M -$1.36M -38,334 -12%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$6.21M -$1.2M -33,811 -12%
JA
19
JOYN Advisors
Georgia
$5.95M +$7.06M +199,207 +868%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$5.4M -$4.61K -130 -0.1%
SG Americas Securities
21
SG Americas Securities
New York
$4.65M +$6.16M +173,810 New
OCM
22
One Capital Management
California
$4.35M +$699K +19,718 +14%
BWA
23
BlueSky Wealth Advisors
North Carolina
$4.15M -$377K -10,629 -6%
GFPC
24
Global Financial Private Capital
Florida
$3.61M -$469K -13,212 -9%
UBS Group
25
UBS Group
Switzerland
$3.16M -$2.11M -59,465 -33%

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.