We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

250 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$100M)

3% more funds holding

Funds holding: 243250 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.42% less ownership

Funds ownership: 58.58%57.16% (-1.4%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
72
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Voya Financial Advisors
Connecticut
$3.02M -$480K -9,951 -14%
PMG
52
ProVise Management Group
Florida
$2.83M -$32K -663 -1%
HNB
53
Huntington National Bank
Ohio
$2.48M
SG Americas Securities
54
SG Americas Securities
New York
$2.47M -$2.15M -44,515 -47%
OFG
55
Omega Financial Group
California
$2.46M -$60.7K -1,258 -2%
US Bancorp
56
US Bancorp
Minnesota
$2.07M +$84.7K +1,757 +4%
HFA
57
Huber Financial Advisors
Illinois
$1.99M +$51.7K +1,072 +3%
BJL
58
Brighton Jones LLC
Washington
$1.97M -$626K -12,986 -25%
LJAC
59
L.J. Altfest & Co
New York
$1.8M -$21.2K -439 -1%
Nomura Asset Management
60
Nomura Asset Management
Japan
$1.79M -$815K -16,900 -32%
FAAS
61
First Allied Advisory Services
California
$1.63M +$1.04M +21,580 +200%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.59M -$493K -10,222 -24%
NEPWA
63
New England Private Wealth Advisors
Massachusetts
$1.56M +$23.7K +491 +2%
CAL
64
Capital Advisors Ltd
Ohio
$1.54M +$12.1K +250 +0.8%
MWM
65
Merriman Wealth Management
Washington
$1.47M -$19.2K -398 -1%
SFWC
66
Strategic Family Wealth Counselors
New Jersey
$1.46M +$246K +5,101 +21%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.44M +$71.9K +1,491 +5%
GCA
68
Gradient Capital Advisors
California
$1.35M +$110K +2,285 +9%
SCM
69
SOL Capital Management
Maryland
$1.32M +$21.7K +450 +2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$1.3M -$140K -2,903 -10%
OPA
71
Old Port Advisors
Maine
$1.27M -$3.62K -75 -0.3%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.21M -$7.83M -162,461 -87%
OC
73
Oarsman Capital
Wisconsin
$1.21M +$4.49K +93 +0.4%
LFG
74
Larson Financial Group
Missouri
$1.17M -$13.2K -273 -1%
S
75
SimplyRich
California
$1.16M

RWO Hedge Fund Activity: Q1 2019 in Review

250 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2019, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.7M. The largest seller was HSBC Holdings, cutting an estimated $68.4M.

  • 250 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2019, up from 243 in Q4 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2019 was Tradewinds Capital Management, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2019 was HSBC Holdings, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2019.