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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
Nomura Asset Management
51
Nomura Asset Management
Japan
$2.33M +$32.4K +700 +1%
BJL
52
Brighton Jones LLC
Washington
$2.32M +$952K +20,561 +64%
OFG
53
Omega Financial Group
California
$2.23M +$2.34M +50,481 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$1.86M -$64.6K -1,395 -3%
NSLI
55
Nan Shan Life Insurance
Taiwan
$1.76M
US Bancorp
56
US Bancorp
Minnesota
$1.76M +$33K +713 +2%
HFA
57
Huber Financial Advisors
Illinois
$1.71M +$139K +3,010 +8%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$1.71M +$1.78M +38,536 New
LJAC
59
L.J. Altfest & Co
New York
$1.61M +$1.69M +36,464 New
CWM
60
Cahaba Wealth Management
Georgia
$1.57M +$1.64M +35,441 New
NEPWA
61
New England Private Wealth Advisors
Massachusetts
$1.36M +$14.4K +312 +1%
CAL
62
Capital Advisors Ltd
Ohio
$1.35M -$47.5K -1,025 -3%
MWM
63
Merriman Wealth Management
Washington
$1.32M +$1.38M +29,777 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$1.28M -$95.3K -2,059 -7%
SPIA
65
Steward Partners Investment Advisory
New York
$1.26M +$1.11M +24,040 +540%
AFA
66
American Financial Advisors
Georgia
$1.26M +$1.32M +28,441 New
VA
67
Valmark Advisers
Ohio
$1.26M +$166K +3,582 +14%
IA
68
IFP Advisors
Florida
$1.21M -$358K -7,724 -22%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.21M -$1.43M -30,922 -53%
OPA
70
Old Port Advisors
Maine
$1.19M +$1.18M +25,509 New
P
71
Pitcairn
Pennsylvania
$1.19M +$746K +16,105 +151%
ACM
72
AlphaStar Capital Management
North Carolina
$1.17M -$227K -4,914 -16%
SCM
73
SOL Capital Management
Maryland
$1.15M +$44.4K +960 +4%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$1.12M +$1.17M +25,325 New
Invesco
75
Invesco
Georgia
$1.09M -$73.8K -1,594 -6%

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.