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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
EHPM
251
Emery Howard Portfolio Management
California
-$345K -7,250 Closed
WMG
252
WESCAP Management Group
California
-$265K -5,590 Closed
Creative Planning
253
Creative Planning
Kansas
-$259K -5,447 Closed
PPA
254
Parametric Portfolio Associates
Washington
-$248K -5,214 Closed
TSS
255
Two Sigma Securities
New York
-$221K -4,641 Closed
IFA
256
Interactive Financial Advisors
Illinois
-$196K -4,122 Closed
AA
257
Advisory Alpha
Michigan
-$256K -2,775 Closed
APP
258
Avantax Planning Partners
Iowa
-$99K -2,081 Closed
CI
259
CX Institutional
Indiana
-$66K -1,391 Closed
CFG
260
Citizens Financial Group
Rhode Island
-$52K -1,100 Closed
WA
261
WP Advisors
California
-$44K -918 Closed
GP
262
Girard Partners
Pennsylvania
-$40K -850 Closed
TFA
263
Transamerica Financial Advisors
Florida
-$35K -731 Closed
CPIG
264
Chicago Partners Investment Group
Illinois
-$33K -707 Closed
SFM
265
Signet Financial Management
New Jersey
-$24K -502 Closed
IP
266
Intellectus Partners
California
-$24K -500 Closed
CWSR
267
Chessman Wealth Strategies RIA
Texas
-$22K -468 Closed
WC
268
Whitnell & Co
Illinois
-$18K -378 Closed
KTC
269
Kistler-Tiffany Companies
Pennsylvania
-$14K -285 Closed
KJWM
270
Kiley Juergens Wealth Management
Washington
-$13K -282 Closed
SWMG
271
Signature Wealth Management Group
Georgia
-$10K -227 Closed
UBS AM
272
UBS AM
Illinois
-$9.7K -204 Closed
AF
273
Allworth Financial
California
-$8K -159 Closed
OBWP
274
O'Brien Wealth Partners
Massachusetts
-$7K -152 Closed
KF
275
Krilogy Financial
Missouri
-$2K -32 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.