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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.77M +$729K +15,057 +35%
Nomura Asset Management
52
Nomura Asset Management
Japan
$2.47M +$697K +14,400 +38%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$2.07M -$65.2K -1,346 -3%
FC
54
Financial Consulate
Maryland
$1.94M +$52K +1,075 +3%
NSLI
55
Nan Shan Life Insurance
Taiwan
$1.9M
MWM
56
Modera Wealth Management
New Jersey
$1.86M -$14K -289 -0.7%
US Bancorp
57
US Bancorp
Minnesota
$1.85M +$104K +2,148 +6%
HFA
58
Huber Financial Advisors
Illinois
$1.7M +$7.79K +161 +0.5%
IA
59
IFP Advisors
Florida
$1.67M +$47.8K +988 +3%
WPW
60
Waldron Private Wealth
Pennsylvania
$1.65M -$321K -6,629 -16%
BJL
61
Brighton Jones LLC
Washington
$1.52M +$34.8K +719 +2%
CAL
62
Capital Advisors Ltd
Ohio
$1.5M -$7.07K -146 -0.5%
ACM
63
AlphaStar Capital Management
North Carolina
$1.49M -$358K -7,395 -19%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$1.46M -$96.9K -2,001 -6%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$1.45M
PSUF
66
People's United Financial
Connecticut
$1.41M +$37.9K +784 +3%
Invesco
67
Invesco
Georgia
$1.25M -$85.1K -1,758 -6%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.23M -$393K -8,118 -24%
BFG
69
Barber Financial Group
Kansas
$1.21M +$508K +10,497 +70%
GWA
70
Guidant Wealth Advisors
Illinois
$1.2M -$91.8K -1,896 -7%
SCM
71
SOL Capital Management
Maryland
$1.19M -$5.32K -110 -0.4%
VA
72
Valmark Advisers
Ohio
$1.18M +$16.7K +345 +1%
AF
73
Advisornet Financial
Minnesota
$1.17M -$132K -2,733 -10%
OC
74
Oarsman Capital
Wisconsin
$1.15M +$44.7K +923 +4%
LFG
75
Larson Financial Group
Missouri
$1.14M -$214K -4,412 -16%

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.