We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

234 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 77

0% more funds holding

Funds holding: 233234 (+1)

7.09% less ownership

Funds ownership: 62.18%55.09% (-7.1%)

20% less capital invested

Capital invested by funds: $1.61B → $1.28B (-$328M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.36%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
89
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$2.07M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.07M -$90.4K -1,917 -4%
WPW
53
Waldron Private Wealth
Pennsylvania
$1.99M +$47 +1 +0%
NSLI
54
Nan Shan Life Insurance
Taiwan
$1.92M
FC
55
Financial Consulate
Maryland
$1.91M +$57.7K +1,223 +3%
MWM
56
Modera Wealth Management
New Jersey
$1.9M +$423K +8,981 +29%
ACM
57
AlphaStar Capital Management
North Carolina
$1.86M -$72.5K -1,537 -4%
Nomura Asset Management
58
Nomura Asset Management
Japan
$1.81M +$1.37M +29,000 +337%
US Bancorp
59
US Bancorp
Minnesota
$1.77M +$61.3K +1,300 +4%
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$1.77M +$975K +20,670 +128%
HFA
61
Huber Financial Advisors
Illinois
$1.71M +$62.4K +1,323 +4%
IA
62
IFP Advisors
Florida
$1.65M +$11.8K +251 +0.7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$1.64M +$1.38M +29,200 +608%
M&T Bank
64
M&T Bank
New York
$1.62M +$15.7K +332 +1%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.58M -$1.03M -21,909 -40%
CAL
66
Capital Advisors Ltd
Ohio
$1.53M -$165K -3,491 -10%
BJL
67
Brighton Jones LLC
Washington
$1.5M +$271K +5,743 +23%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$1.47M +$15.3K +324 +1%
PSUF
69
People's United Financial
Connecticut
$1.39M -$137K -2,896 -9%
LFG
70
Larson Financial Group
Missouri
$1.36M -$356K -7,550 -21%
Invesco
71
Invesco
Georgia
$1.35M +$1.93K +41 +0.1%
AF
72
Advisornet Financial
Minnesota
$1.31M -$174K -3,689 -12%
GWA
73
Guidant Wealth Advisors
Illinois
$1.31M -$28.6K -606 -2%
OPA
74
Old Port Advisors
Maine
$1.3M +$1.27M +27,014 New
SCM
75
SOL Capital Management
Maryland
$1.21M +$6.6K +140 +0.6%

RWO Hedge Fund Activity: Q2 2018 in Review

234 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2018, worth a combined $1.28B — down 20% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 21 closed out — a net gain of 4 holders — while 89 added to existing stakes and 77 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $294M.

  • 234 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2018, down 20% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2018 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.8M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2018 was Wells Fargo, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2018.