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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
OAM
26
Oppenheimer Asset Management
New York
$6.09M +$69.1K +1,493 +1%
FA
27
FC Advisory
Pennsylvania
$6.09M +$32.6K +704 +0.5%
HWA
28
HHM Wealth Advisors
Tennessee
$4.69M +$4.91M +106,033 New
William Blair & Company
29
William Blair & Company
Illinois
$4.46M -$206K -4,448 -4%
MWM
30
Modera Wealth Management
New Jersey
$4.37M +$2.75M +59,505 +152%
AG
31
Advisor Group
Arizona
$4.34M +$3.67M +79,292 +439%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.29M -$809K -17,483 -15%
CI Investments Inc
33
CI Investments Inc
Ontario, Canada
$4.29M -$227K -4,910 -5%
UBS Group
34
UBS Group
Switzerland
$4.18M -$4.03M -86,944 -48%
SG Americas Securities
35
SG Americas Securities
New York
$4.15M +$4.34M +93,817 New
SHJ
36
Sharkey, Howes & Javer
Colorado
$4.08M +$175K +3,785 +4%
EA
37
Efficient Advisors
Ohio
$4.04M -$556K -12,011 -12%
PSUF
38
People's United Financial
Connecticut
$3.83M +$2.63M +56,916 +192%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.8M +$435K +9,398 +12%
BPA
40
Beacon Pointe Advisors
California
$3.78M +$3.96M +85,481 New
PAG
41
Private Advisor Group
New Jersey
$3.62M +$204K +4,400 +6%
MCM
42
Maxim Capital Management
California
$3.54M +$3.7M +79,883 New
Ameriprise
43
Ameriprise
Minnesota
$3.39M +$7.04K +152 +0.2%
PP
44
PDS Planning
Ohio
$3.33M +$241K +5,215 +7%
VFA
45
Voya Financial Advisors
Connecticut
$3.09M -$45.8K -989 -1%
SB
46
Suntrust Banks
Georgia
$3.06M +$3.2M +69,161 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.05M -$45.3K -979 -1%
IDA
48
Intelligence Driven Advisers
California
$2.98M +$3.12M +67,346 New
PMG
49
ProVise Management Group
Florida
$2.53M -$197K -4,261 -7%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$2.42M -$7.81M -168,738 -76%

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.