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State Street SPDR Dow Jones Global Real Estate ETF

234 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 77

0% more funds holding

Funds holding: 233234 (+1)

7.09% less ownership

Funds ownership: 62.18%55.09% (-7.1%)

20% less capital invested

Capital invested by funds: $1.61B → $1.28B (-$328M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.36%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
89
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AllSquare Wealth Management
New York
$2K -$1.08K -23 -32%
NWM
227
Northwest Wealth Management
Iowa
$2K
TIM
228
Tortoise Investment Management
New York
$2K
WWMSC
229
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$47 +1 +3%
VIA
230
Vantage Investment Advisors
Pennsylvania
$1K
FRA
231
Front Row Advisors
California
$5
OIWM
232
OptiFour Integrated Wealth Management
Virginia
-$3.88M -83,876 Closed
OMC
233
Old Mission Capital
Illinois
-$1.24M -26,747 Closed
NFG
234
Next Financial Group
Texas
-$745K -16,108 Closed
AI
235
Atria Investments
North Carolina
-$738K -15,947 Closed
LSAG
236
Lake Street Advisors Group
New Hampshire
-$488K -10,553 Closed
TSS
237
Two Sigma Securities
New York
-$413K -8,931 Closed
CCM
238
Coldstream Capital Management
Washington
-$270K -5,826 Closed
HFS
239
HL Financial Services
Kentucky
-$210K -4,529 Closed
APP
240
Avantax Planning Partners
Iowa
-$192K -4,155 Closed
HFP
241
Holistic Financial Partners
Indiana
-$66K -1,429 Closed
PS
242
Portfolio Solutions
Michigan
-$40K -869 Closed
WCM
243
Whitener Capital Management
North Carolina
-$35K -759 Closed
IWM
244
IHT Wealth Management
Illinois
-$33K -719 Closed
Bessemer Group
245
Bessemer Group
New Jersey
-$28K -608 Closed
SFSIG
246
San Francisco Sentry Investment Group
California
-$20K -442 Closed
SIM
247
Sonora Investment Management
Arizona
-$11.6K -250 Closed
CTC
248
Central Trust Company
Missouri
-$6K -119 Closed
NC
249
NewSquare Capital
Pennsylvania
-$4K -85 Closed
FCAG
250
First Capital Advisors Group
New Jersey
-$2K -53 Closed

RWO Hedge Fund Activity: Q2 2018 in Review

234 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2018, worth a combined $1.28B — down 20% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 21 closed out — a net gain of 4 holders — while 89 added to existing stakes and 77 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $294M.

  • 234 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2018, down 20% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2018 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.8M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2018 was Wells Fargo, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2018.