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State Street SPDR Dow Jones Global Real Estate ETF

249 hedge funds and large institutions have $1.33B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

3.12% more ownership

Funds ownership: 57.16%60.28% (+3.1%)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$53.4M)

0% less funds holding

Funds holding: 250249 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

Holders
249
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
28
Increased
69
Reduced
99
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$2.62M +$2.62M +52,496 New
OFG
52
Omega Financial Group
California
$2.43M -$25.2K -505 -1%
SS
53
Simplicity Solutions
Minnesota
$2.37M +$1.63M +32,676 +220%
HFA
54
Huber Financial Advisors
Illinois
$2.32M +$341K +6,818 +17%
US Bancorp
55
US Bancorp
Minnesota
$2.12M +$56.4K +1,129 +3%
Nomura Asset Management
56
Nomura Asset Management
Japan
$2.06M +$275K +5,500 +15%
BJL
57
Brighton Jones LLC
Washington
$1.94M -$33.8K -677 -2%
SG Americas Securities
58
SG Americas Securities
New York
$1.83M -$627K -12,546 -25%
LJAC
59
L.J. Altfest & Co
New York
$1.74M -$61.1K -1,222 -3%
SFWC
60
Strategic Family Wealth Counselors
New Jersey
$1.6M +$151K +3,016 +10%
NEPWA
61
New England Private Wealth Advisors
Massachusetts
$1.57M +$14.6K +292 +0.9%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.51M -$82.3K -1,647 -5%
SCM
63
SOL Capital Management
Maryland
$1.49M +$167K +3,350 +13%
GCA
64
Gradient Capital Advisors
California
$1.38M +$29.1K +582 +2%
CAL
65
Capital Advisors Ltd
Ohio
$1.37M -$167K -3,346 -11%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.35M -$79.4K -1,589 -6%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.28M -$12.4K -248 -1%
OPA
68
Old Port Advisors
Maine
$1.28M -$15.8K -316 -1%
VA
69
Valmark Advisers
Ohio
$1.22M +$63K +1,261 +5%
OC
70
Oarsman Capital
Wisconsin
$1.19M -$12.7K -255 -1%
MA
71
Mutual Advisors
Nebraska
$1.16M +$923K +18,468 +384%
S
72
SimplyRich
California
$1.16M
ECG
73
Edge Capital Group
Georgia
$1.11M
SWM
74
Shakespeare Wealth Management
Wisconsin
$1.11M +$1.11M +22,164 New
LFG
75
Larson Financial Group
Missouri
$1.1M -$63.4K -1,269 -5%

RWO Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2019, worth a combined $1.33B — up 4.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWO positions and 25 closed out — a net gain of 3 holders — while 69 added to existing stakes and 99 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $42.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.1M.

  • 249 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2019, down from 250 in Q1 2019.
  • Funds reported $1.33B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2019 and 25 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2019 was HSBC Holdings, an estimated $42.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2019 was Tradewinds Capital Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.