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State Street SPDR Dow Jones Global Real Estate ETF

250 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$100M)

3% more funds holding

Funds holding: 243250 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.42% less ownership

Funds ownership: 58.58%57.16% (-1.4%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
72
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
226
Trustmark National Bank Trust Department
Mississippi
$5K
BCI
227
Brinker Capital Investments
Pennsylvania
$5K +$4.34K +90 New
CAL
228
Capital Analysts LLC
Pennsylvania
$5K +$4.39K +91 +325%
PA
229
Parallel Advisors
California
$4K -$530 -11 -13%
NWM
230
Northwest Wealth Management
Iowa
$4K
SSB
231
Sandy Spring Bank
Maryland
$4K
WEC
232
Winslow Evans & Crocker
Massachusetts
$4K
FHA
233
First Horizon Advisors
Tennessee
$4K +$4.05K +84 New
OSNBOA
234
Old Second National Bank of Aurora
Illinois
$4K +$4.29K +89 New
BWM
235
Baystate Wealth Management
Massachusetts
$3K -$4.2K -87 -60%
ADL
236
Asset Dedication LLC
California
$3K
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$3K
CB
238
Community Bank
New York
$3K +$2.89K +60 New
IBOK
239
Independence Bank of Kentucky
Kentucky
$3K +$2.89K +60 New
FFW
240
Fusion Family Wealth
New York
$2K -$64K -1,327 -97%
AWM
241
AllSquare Wealth Management
New York
$2K
TIM
242
Tortoise Investment Management
New York
$2K
HWA
243
Heritage Wealth Advisors
Virginia
$1.07K
IA
244
IFP Advisors
Florida
$1K -$1.32M -27,425 -100%
CIAS
245
Capital Investment Advisory Services
North Carolina
$1K
WA
246
WP Advisors
California
$471 +$45.4K +942 New
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$298 +$287K +5,952 New
MCWS
248
McKinley Carter Wealth Services
West Virginia
-$2.42M -54,742 Closed
NSLI
249
Nan Shan Life Insurance
Taiwan
-$1.76M -39,848 Closed
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
-$1.71M -38,536 Closed

RWO Hedge Fund Activity: Q1 2019 in Review

250 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2019, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.7M. The largest seller was HSBC Holdings, cutting an estimated $68.4M.

  • 250 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2019, up from 243 in Q4 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2019 was Tradewinds Capital Management, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2019 was HSBC Holdings, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2019.