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State Street SPDR Dow Jones Global Real Estate ETF
RWO

237 hedge funds and large institutions have $1.64B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

19% more funds holding

Funds holding: 199 → 237 (+38)

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $1.63B → $1.64B (+$13.6M)

2.44% less ownership

Funds ownership: 60.79% → 58.35% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
237
Holders Change
+38
Holders Change %
+19.1%
% of All Funds
5.38%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
58
Increased
78
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$21M
2
SFA
Sequoia Financial Advisors
Ohio
+$14.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$13.2M
4
Wells Fargo
Wells Fargo
California
+$8.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$30M
2
VFA
Voya Financial Advisors
Connecticut
-$27.4M
3
FA
FDx Advisors
Illinois
-$27.1M
4
HI
Hudock Inc
Pennsylvania
-$14.9M
5
AA
Advisory Alpha
Michigan
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Parallel Advisors
California
$4K – – –
TCM
227
TD Capital Management
Tennessee
$4K +$48 +1 +1%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$2.49K +$2.46K +51 New
WEC
229
Winslow Evans & Crocker
Massachusetts
$2.44K – – –
KF
230
Krilogy Financial
Missouri
$2K – – –
TIM
231
Tortoise Investment Management
New York
$2K – – –
WWMSC
232
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$1.74K +36 New
BWM
233
Baystate Wealth Management
Massachusetts
$1K – – –
VIA
234
Vantage Investment Advisors
Pennsylvania
$1K – – –
TCM
235
Tradewinds Capital Management
Washington
$1K +$724 +15 New
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$587 – – –
PCG
237
Private Capital Group
Connecticut
$43 +$32.3K +670 New
BSWM
238
Boston Standard Wealth Management
Massachusetts
– -$4.45M -93,181 Closed
IAA
239
Ironsides Asset Advisors
North Carolina
– -$2.81M -58,758 Closed
SI
240
SII Investments
Wisconsin
– -$1.31M -27,547 Closed
Mirae Asset Global Investments
241
Mirae Asset Global Investments
South Korea
– -$1.05M -22,004 Closed
PV
242
Private Vista
Illinois
– -$1.04M -21,837 Closed
IFWM
243
Institute for Wealth Management
Colorado
– -$629K -13,234 Closed
B
244
Bridgeworth
Alabama
– -$370K -7,764 Closed
SG Americas Securities
245
SG Americas Securities
New York
– -$245K -5,125 Closed
LWM
246
Lenox Wealth Management
Ohio
– -$218K -4,577 Closed
SQA
247
Simon Quick Advisors
New Jersey
– -$84K -1,760 Closed
LC
248
Landaas & Company
Wisconsin
– -$57K -1,200 Closed
NFG
249
Next Financial Group
Texas
– -$17K -348 Closed
HCA
250
Horan Capital Advisors
Ohio
– -$15K -315 Closed
7 8 9
10
11

RWO Hedge Fund Activity: Q4 2017 in Review

237 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2017, worth a combined $1.64B — up 0.83% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RWO positions and 17 closed out — a net gain of 41 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Raymond James & Associates, cutting an estimated $30M.

  • 237 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2017, up from 199 in Q3 2017.
  • Funds reported $1.64B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2017 and 17 closed out, a net change of +41 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2017 was State Street, an estimated $21M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2017 was Raymond James & Associates, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.