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State Street SPDR Dow Jones Global Real Estate ETF

249 hedge funds and large institutions have $1.33B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

3.12% more ownership

Funds ownership: 57.16%60.28% (+3.1%)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$53.4M)

0% less funds holding

Funds holding: 250249 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

Holders
249
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
28
Increased
69
Reduced
99
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6.95M -$41.2K -824 -0.6%
FA
27
FC Advisory
Pennsylvania
$6.87M -$71.7K -1,434 -1%
HWA
28
HHM Wealth Advisors
Tennessee
$6.2M +$431K +8,617 +7%
William Blair & Company
29
William Blair & Company
Illinois
$5.85M +$810K +16,221 +16%
SHJ
30
Sharkey, Howes & Javer
Colorado
$5.82M -$169K -3,387 -3%
DWM
31
Dakota Wealth Management
Florida
$5.68M -$162K -3,251 -3%
MWM
32
Modera Wealth Management
New Jersey
$5.03M -$82.7K -1,655 -2%
CI Investments Inc
33
CI Investments Inc
Ontario, Canada
$4.94M +$97.4K +1,950 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.83M -$15.6K -313 -0.3%
Mariner
35
Mariner
Kansas
$4.52M -$75.3K -1,507 -2%
PP
36
PDS Planning
Ohio
$4.28M +$97K +1,941 +2%
EA
37
Efficient Advisors
Ohio
$4.28M -$115K -2,299 -3%
UBS Group
38
UBS Group
Switzerland
$4.24M +$151K +3,014 +4%
PSUF
39
People's United Financial
Connecticut
$4.07M -$169K -3,377 -4%
MCM
40
Maxim Capital Management
California
$4.07M -$80.1K -1,603 -2%
AG
41
Advisor Group
Arizona
$4.01M -$645K -12,908 -14%
Ameriprise
42
Ameriprise
Minnesota
$3.92M +$404K +8,095 +11%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$3.89M -$209K -4,184 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.78M -$12.7K -254 -0.3%
IDA
45
Intelligence Driven Advisers
California
$3.57M +$164K +3,283 +5%
BPA
46
Beacon Pointe Advisors
California
$3.2M -$680K -13,601 -18%
HNB
47
Huntington National Bank
Ohio
$3.13M
PAG
48
Private Advisor Group
New Jersey
$2.84M -$366K -7,333 -11%
PMG
49
ProVise Management Group
Florida
$2.72M -$101K -2,021 -4%
VFA
50
Voya Financial Advisors
Connecticut
$2.71M -$272K -5,438 -9%

RWO Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2019, worth a combined $1.33B — up 4.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWO positions and 25 closed out — a net gain of 3 holders — while 69 added to existing stakes and 99 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $42.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.1M.

  • 249 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2019, down from 250 in Q1 2019.
  • Funds reported $1.33B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2019 and 25 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2019 was HSBC Holdings, an estimated $42.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2019 was Tradewinds Capital Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.