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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.

New
Increased
Maintained
Reduced
Closed

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: 237233 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-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

Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
22
Increased
77
Reduced
91
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$8.26M -$619K -13,291 -7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.47M +$1.79M +38,518 +31%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$7.31M +$2.42M +51,927 +49%
DWM
29
Dakota Wealth Management
Florida
$6.36M -$88.5K -1,899 -1%
MHS
30
M Holdings Securities
Oregon
$6.32M -$3.78M -81,048 -37%
FA
31
FC Advisory
Pennsylvania
$6.3M +$17.7K +380 +0.3%
OAM
32
Oppenheimer Asset Management
New York
$5.21M -$2.05M -43,990 -28%
Jane Street
33
Jane Street
New York
$5.09M +$5.12M +109,974 New
EA
34
Efficient Advisors
Ohio
$4.9M +$207K +4,448 +4%
UWM
35
USAdvisors Wealth Management
Minnesota
$4.8M +$477K +10,247 +11%
CI Investments Inc
36
CI Investments Inc
Ontario, Canada
$4.59M -$75.5K -1,620 -2%
William Blair & Company
37
William Blair & Company
Illinois
$4.48M -$3.51M -75,313 -44%
SHJ
38
Sharkey, Howes & Javer
Colorado
$4.29M +$102K +2,187 +2%
GI
39
Gradient Investments
Minnesota
$4.13M -$7.01M -150,401 -63%
ML
40
McAdam LLC
Pennsylvania
$4.1M +$399K +8,571 +11%
PAG
41
Private Advisor Group
New Jersey
$4.05M +$734K +15,751 +22%
OIWM
42
OptiFour Integrated Wealth Management
Virginia
$3.88M +$217K +4,657 +6%
CJA
43
C-J Advisory
California
$3.79M +$266K +5,707 +7%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.74M +$203K +4,353 +6%
CP
45
Castleview Partners
Texas
$3.28M +$3.3M +70,907 New
Citadel Advisors
46
Citadel Advisors
Florida
$3.28M +$58.9K +1,264 +2%
VFA
47
Voya Financial Advisors
Connecticut
$3.12M -$317K -6,796 -9%
PP
48
PDS Planning
Ohio
$2.92M +$153K +3,274 +5%
PMG
49
ProVise Management Group
Florida
$2.86M -$96.8K -2,077 -3%
SS
50
Simplicity Solutions
Minnesota
$2.7M -$247K -5,301 -8%

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.