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State Street SPDR Dow Jones Global Real Estate ETF

238 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 234238 (+4)

0.77% more ownership

Funds ownership: 55.09%55.86% (+0.77%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.78M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
24
Increased
82
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.99M -$3.1M -63,971 -28%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.4M +$223K +4,616 +3%
FA
28
FC Advisory
Pennsylvania
$6.51M +$83.7K +1,729 +1%
OAM
29
Oppenheimer Asset Management
New York
$6.48M +$442K +9,124 +7%
CWM
30
Cornerstone Wealth Management
Missouri
$6.22M -$101K -2,082 -0.7%
DWM
31
Dakota Wealth Management
Florida
$6.11M -$619K -12,793 -9%
MML Investors Services
32
MML Investors Services
Massachusetts
$5.44M +$258K +5,323 +5%
UWM
33
USAdvisors Wealth Management
Minnesota
$5.13M +$97.3K +2,011 +2%
William Blair & Company
34
William Blair & Company
Illinois
$5M +$159K +3,284 +3%
EA
35
Efficient Advisors
Ohio
$4.92M -$41.3K -853 -0.8%
CI Investments Inc
36
CI Investments Inc
Ontario, Canada
$4.84M +$236K +4,880 +5%
ML
37
McAdam LLC
Pennsylvania
$4.81M +$296K +6,124 +6%
Citadel Advisors
38
Citadel Advisors
Florida
$4.78M +$2.7M +55,859 +125%
SHJ
39
Sharkey, Howes & Javer
Colorado
$4.21M +$2.12M +43,822 +98%
PAG
40
Private Advisor Group
New Jersey
$3.68M +$1.39M +28,727 +59%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.64M -$290K -5,990 -7%
GI
42
Gradient Investments
Minnesota
$3.63M -$271K -5,591 -7%
Ameriprise
43
Ameriprise
Minnesota
$3.5M +$917K +18,942 +35%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$3.43M +$301K +6,221 +9%
VFA
45
Voya Financial Advisors
Connecticut
$3.35M -$20.5K -423 -0.6%
PP
46
PDS Planning
Ohio
$3.34M +$300K +6,195 +10%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.33M -$6.47M -133,647 -66%
PMG
48
ProVise Management Group
Florida
$2.92M -$11.8K -243 -0.4%
SS
49
Simplicity Solutions
Minnesota
$2.87M +$77K +1,590 +3%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$2.8M +$1.07M +22,059 +60%

RWO Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2018, worth a combined $1.27B — down 0.76% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWO positions and 17 closed out — a net gain of 7 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $16M. The largest seller was HSBC Holdings, cutting an estimated $13.9M.

  • 238 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2018, up from 234 in Q2 2018.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2018, down 0.76% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2018 and 17 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2018 was Sequoia Financial Advisors, an estimated $16M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2018 was HSBC Holdings, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.