We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

233 hedge funds and large institutions have $1.61B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 58.35%62.18% (+3.8%)

2% less capital invested

Capital invested by funds: $1.64B → $1.61B (-$31.5M)

2% less funds holding

Funds holding: 237233 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
22
Increased
77
Reduced
91
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
226
Wagner Wealth Management (South Carolina)
South Carolina
$2K
NWM
227
Northwest Wealth Management
Iowa
$2K +$2.33K +50 New
FCAG
228
First Capital Advisors Group
New Jersey
$2K +$2.47K +53 New
KF
229
Krilogy Financial
Missouri
$1K
VIA
230
Vantage Investment Advisors
Pennsylvania
$1K
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$555
AB
232
AT Bancorp
Iowa
-$11.1M -226,550 Closed
CWM
233
Cahaba Wealth Management
Georgia
-$5.45M -111,482 Closed
OAM
234
Occidental Asset Management
California
-$897K -18,352 Closed
SB
235
Suntrust Banks
Georgia
-$508K -10,390 Closed
MBT
236
Montecito Bank & Trust
California
-$483K -9,894 Closed
AEPG
237
American Economic Planning Group
New Jersey
-$473K -9,673 Closed
I
238
IberiaBank
Louisiana
-$457K -9,559 Closed
LNC
239
Lincoln National Corp
Pennsylvania
-$396K -8,112 Closed
PAG
240
Private Advisory Group
Washington
-$305K -6,240 Closed
KFGK
241
Keystone Financial Group (Kentucky)
Kentucky
-$1.32M -5,269 Closed
HighTower Advisors
242
HighTower Advisors
Illinois
-$243K -4,977 Closed
Creative Planning
243
Creative Planning
Kansas
-$241K -4,924 Closed
IFA
244
Interactive Financial Advisors
Illinois
-$114K -2,341 Closed
AC
245
Avestar Capital
New York
-$102K -2,090 Closed
QCG
246
Quadrant Capital Group
Ohio
-$42K -860 Closed
FFG
247
Ford Financial Group
California
-$38K -797 Closed
CDIA
248
Capital Directions Investment Advisors
Georgia
-$25K -503 Closed
GAM
249
Gemmer Asset Management
California
-$22K -445 Closed
KJWM
250
Kiley Juergens Wealth Management
Washington
-$13K -282 Closed

RWO Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2018, worth a combined $1.61B — down 1.9% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RWO and 22 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 77 added.

The largest buyer was HSBC Holdings, adding an estimated $89.3M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 233 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2018, down from 237 in Q4 2017.
  • Funds reported $1.61B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2018 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2018 was HSBC Holdings, an estimated $89.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2018 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2018.