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State Street SPDR Dow Jones Global Real Estate ETF
RWO

238 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 234 → 238 (+4)

0.77% more ownership

Funds ownership: 55.09% → 55.86% (+0.77%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.78M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
24
Increased
82
Reduced
83
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$16M
2
FI
FormulaFolio Investments
Michigan
+$11.6M
3
State Street
State Street
Massachusetts
+$10.9M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.72M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$13.9M
2
Wells Fargo
Wells Fargo
California
-$9.97M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.47M
4
Goldman Sachs
Goldman Sachs
New York
-$4.74M
5
CJA
C-J Advisory
California
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
226
Investment Partners
Ohio
$2.39K +$83.6K +1,728 +9%
AWM
227
AllSquare Wealth Management
New York
$2K – – –
TIM
228
Tortoise Investment Management
New York
$2K – – –
WWMSC
229
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
KF
230
Krilogy Financial
Missouri
$2K +$1.55K +32 New
SWM
231
Selective Wealth Management
Virginia
$2K +$1.99K +41 New
CF
232
Centaurus Financial
California
$1.15K -$1.06M -21,911 -100%
SIS
233
Sound Income Strategies
Florida
$1K +$629 +13 New
HWA
234
Heritage Wealth Advisors
Virginia
$1K +$1.02K +21 New
FRA
235
Front Row Advisors
California
$5 – – –
Jane Street
236
Jane Street
New York
– -$2.57M -53,503 Closed
Renaissance Technologies
237
Renaissance Technologies
New York
– -$722K -15,000 Closed
VF
238
Virtu Financial
New York
– -$535K -11,111 Closed
FAIM
239
Financial Advocates Investment Management
Washington
– -$455K -9,451 Closed
SG Americas Securities
240
SG Americas Securities
New York
– -$268K -5,574 Closed
RPC
241
Rossmore Private Capital
Connecticut
– -$262K -5,455 Closed
AWA
242
Acorn Wealth Advisors
Michigan
– -$50K -1,044 Closed
SEI Investments
243
SEI Investments
Pennsylvania
– -$42K -874 Closed
TRCT
244
Tower Research Capital (TRC)
New York
– -$23K -488 Closed
CAL
245
Capital Analysts LLC
Pennsylvania
– -$16K -341 Closed
WT
246
Washington Trust
Rhode Island
– -$13K -268 Closed
OIA
247
OneDigital Investment Advisors
Kansas
– -$10K -213 Closed
FHA
248
First Horizon Advisors
Tennessee
– -$8K -165 Closed
IAS
249
IMA Advisory Services
Colorado
– -$5K -104 Closed
BCA
250
Bay Colony Advisors
Massachusetts
– -$3K -52 Closed
7 8 9
10
11

RWO Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2018, worth a combined $1.27B — down 0.76% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWO positions and 17 closed out — a net gain of 7 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $16M. The largest seller was HSBC Holdings, cutting an estimated $13.9M.

  • 238 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2018, up from 234 in Q2 2018.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2018, down 0.76% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2018 and 17 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2018 was Sequoia Financial Advisors, an estimated $16M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2018 was HSBC Holdings, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.