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.
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: 237 → 233 (-4)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-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
Top Buyers
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$89.3M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$14.5M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$5.61M |
| 4 |
Jane Street
New York
|
+$5.12M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.6M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$16.8M |
| 2 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$11.1M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$7.2M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$7.01M |
| 5 |
CWM
Cahaba Wealth Management
Atlanta,
Georgia
|
-$5.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
AssetMark Inc
Concord,
California
| – | -$12K | -255 | Closed |
|
|
RFM
252
Royal Fund Management
Lady Lake,
Florida
| – | -$8K | -168 | Closed |
|
|
RFC
253
Regions Financial Corp
Birmingham,
Alabama
| – | -$7K | -141 | Closed |
|
|
AFNAS
254
American Financial Network Advisory Services
Calabasas,
California
| – | -$6K | -130 | Closed |
|
|
TFA
255
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$6K | -114 | Closed |
|
|
TCM
256
TD Capital Management
Memphis,
Tennessee
| – | -$3.45K | -74 | -89% |
|
|
MPWT
257
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2.49K | -51 | Closed |
|
|
BWM
258
Baystate Wealth Management
Boston,
Massachusetts
| – | -$1K | -12 | Closed |
|
|
TCM
259
Tradewinds Capital Management
Bellingham,
Washington
| – | -$466 | -10 | -67% |
|
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.