We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.18B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.71% more ownership

Funds ownership: 55.86%58.58% (+2.7%)

2% more funds holding

Funds holding: 238243 (+5)

8% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$99.6M)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

Holders
243
Holders Change
+5
Holders Change %
+2.1%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
48
Increased
68
Reduced
83
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
226
Northwest Wealth Management
Iowa
$4K
WEC
227
Winslow Evans & Crocker
Massachusetts
$4K
ADL
228
Asset Dedication LLC
California
$3K
PA
229
Parallel Advisors
California
$3K
SSB
230
Sandy Spring Bank
Maryland
$3K +$3.43K +74 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$2K -$13.1K -284 -84%
AWM
232
AllSquare Wealth Management
New York
$2K
TIM
233
Tortoise Investment Management
New York
$2K
Deutsche Bank
234
Deutsche Bank
Germany
$1K -$212K -4,575 -99%
DOA
235
D'Orazio & Associates
Virginia
$1K +$602 +13 New
CIAS
236
Capital Investment Advisory Services
North Carolina
$1K +$926 +20 New
CAL
237
Capital Analysts LLC
Pennsylvania
$1K +$1.3K +28 New
PAMU
238
Pictet Asset Management (UK)
United Kingdom
$664
CF
239
Centaurus Financial
California
$24 +$47.8K +1,032 +4,300%
RC
240
Rinet Company
Massachusetts
-$14.1M -297,384 Closed
UWM
241
USAdvisors Wealth Management
Minnesota
-$5.13M -107,867 Closed
Citadel Advisors
242
Citadel Advisors
Florida
-$4.78M -100,516 Closed
FC
243
Financial Consulate
Maryland
-$1.94M -40,798 Closed
BFG
244
Barber Financial Group
Kansas
-$1.21M -25,475 Closed
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
-$497K -10,452 Closed
IFWM
246
Institute for Wealth Management
Colorado
-$494K -10,399 Closed
PWM
247
Paulson Wealth Management
Illinois
-$429K -9,401 Closed
BF
248
BOK Financial
Oklahoma
-$420K -8,812 Closed
A
249
AdvicePeriod
California
-$386K -8,114 Closed
WB
250
WesBanco Bank
West Virginia
-$383K -8,042 Closed

RWO Hedge Fund Activity: Q4 2018 in Review

243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2018, worth a combined $1.18B — down 7.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RWO positions and 39 closed out — a net gain of 9 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $67.9M. The largest seller was Goldman Sachs, cutting an estimated $35.6M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2018, up from 238 in Q3 2018.
  • Funds reported $1.18B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2018, down 7.8% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2018 and 39 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2018 was HSBC Holdings, an estimated $67.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2018 was Goldman Sachs, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2018.