We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF
RWO

237 hedge funds and large institutions have $1.64B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

19% more funds holding

Funds holding: 199 → 237 (+38)

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $1.63B → $1.64B (+$13.6M)

2.44% less ownership

Funds ownership: 60.79% → 58.35% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
237
Holders Change
+38
Holders Change %
+19.1%
% of All Funds
5.38%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
58
Increased
78
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$21M
2
SFA
Sequoia Financial Advisors
Ohio
+$14.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$13.2M
4
Wells Fargo
Wells Fargo
California
+$8.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.36M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$30M
2
VFA
Voya Financial Advisors
Connecticut
-$27.4M
3
FA
FDx Advisors
Illinois
-$27.1M
4
HI
Hudock Inc
Pennsylvania
-$14.9M
5
AA
Advisory Alpha
Michigan
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$9.54M -$47.9K -993 -0.5%
CAN
27
Cetera Advisor Networks
California
$9.39M +$267K +5,535 +3%
RJA
28
Raymond James & Associates
Florida
$9.24M -$30M -621,305 -77%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$9.15M +$2.41M +49,979 +36%
William Blair & Company
30
William Blair & Company
Illinois
$8.42M +$129K +2,670 +2%
OAM
31
Oppenheimer Asset Management
New York
$7.48M – – –
Mariner
32
Mariner
Kansas
$6.85M +$614K +12,726 +10%
DWM
33
Dakota Wealth Management
Florida
$6.82M -$55K -1,140 -0.8%
FA
34
FC Advisory
Pennsylvania
$6.64M +$55.3K +1,146 +0.9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$6.01M +$897K +18,583 +18%
CWM
36
Cahaba Wealth Management
Georgia
$5.45M -$410K -8,492 -7%
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$5.18M +$215K +4,452 +4%
EA
38
Efficient Advisors
Ohio
$4.96M +$217K +4,494 +5%
CI Investments Inc
39
CI Investments Inc
Ontario, Canada
$4.93M +$29.9K +620 +0.6%
AA
40
Advisory Alpha
Michigan
$4.59M -$9M -186,444 -66%
UWM
41
USAdvisors Wealth Management
Minnesota
$4.57M +$4.52M +93,556 New
SHJ
42
Sharkey, Howes & Javer
Colorado
$4.43M +$1.73M +35,875 +66%
OIWM
43
OptiFour Integrated Wealth Management
Virginia
$3.87M +$3.82M +79,219 New
ML
44
McAdam LLC
Pennsylvania
$3.83M – – –
CJA
45
C-J Advisory
California
$3.77M +$274K +5,681 +8%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.74M +$399K +8,260 +12%
VFA
47
Voya Financial Advisors
Connecticut
$3.64M -$27.4M -566,759 -88%
PAG
48
Private Advisor Group
New Jersey
$3.49M -$1.73M -35,850 -33%
Citadel Advisors
49
Citadel Advisors
Florida
$3.4M +$3.36M +69,568 New
PMG
50
ProVise Management Group
Florida
$3.13M -$33.3K -689 -1%
1
2
3 4 5

RWO Hedge Fund Activity: Q4 2017 in Review

237 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2017, worth a combined $1.64B — up 0.83% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RWO positions and 17 closed out — a net gain of 41 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Raymond James & Associates, cutting an estimated $30M.

  • 237 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2017, up from 199 in Q3 2017.
  • Funds reported $1.64B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2017 and 17 closed out, a net change of +41 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2017 was State Street, an estimated $21M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2017 was Raymond James & Associates, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.