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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FC Advisory
Pennsylvania
$7.14M +$45.2K +890 +0.7%
FI
27
FormulaFolio Investments
Michigan
$7.07M -$900K -17,728 -12%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.06M +$6.92M +136,294 New
HWA
29
HHM Wealth Advisors
Tennessee
$6.36M -$89.7K -1,766 -1%
William Blair & Company
30
William Blair & Company
Illinois
$6.35M +$262K +5,156 +4%
SHJ
31
Sharkey, Howes & Javer
Colorado
$6.14M +$83.6K +1,647 +1%
HNB
32
Huntington National Bank
Ohio
$6.03M
DWM
33
Dakota Wealth Management
Florida
$5.74M -$157K -3,095 -3%
CI Investments Inc
34
CI Investments Inc
Ontario, Canada
$5.31M +$174K +3,428 +3%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.84M -$175K -3,455 -4%
MWM
36
Modera Wealth Management
New Jersey
$4.84M -$373K -7,347 -7%
PP
37
PDS Planning
Ohio
$4.76M +$308K +6,072 +7%
Ameriprise
38
Ameriprise
Minnesota
$4.7M +$607K +11,952 +15%
Mariner
39
Mariner
Kansas
$4.61M -$91.1K -1,794 -2%
MCM
40
Maxim Capital Management
California
$4.32M +$89.3K +1,759 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.28M +$346K +6,809 +9%
UBS Group
42
UBS Group
Switzerland
$4.04M -$364K -7,173 -8%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$4.03M -$5.94K -117 -0.2%
EA
44
Efficient Advisors
Ohio
$4.03M -$408K -8,031 -9%
PSUF
45
People's United Financial
Connecticut
$4M -$230K -4,524 -6%
PAG
46
Private Advisor Group
New Jersey
$3.98M +$978K +19,264 +34%
AG
47
Advisor Group
Arizona
$3.85M -$308K -6,059 -8%
IDA
48
Intelligence Driven Advisers
California
$3.4M -$311K -6,116 -9%
BPA
49
Beacon Pointe Advisors
California
$2.98M -$337K -6,630 -10%
VFA
50
Voya Financial Advisors
Connecticut
$2.84M +$8.89K +175 +0.3%

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.