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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
Huber Financial Advisors
Illinois
$2.84M +$414K +8,162 +18%
PMG
52
ProVise Management Group
Florida
$2.82M -$1.93K -38 -0.1%
SS
53
Simplicity Solutions
Minnesota
$2.79M +$321K +6,328 +13%
SC
54
Savant Capital
Illinois
$2.7M -$20.6K -406 -0.8%
OFG
55
Omega Financial Group
California
$2.49M -$33.8K -665 -1%
US Bancorp
56
US Bancorp
Minnesota
$2.27M +$65.6K +1,292 +3%
BJL
57
Brighton Jones LLC
Washington
$2.17M +$154K +3,035 +8%
Nomura Asset Management
58
Nomura Asset Management
Japan
$2.16M +$15.2K +300 +0.7%
SFWC
59
Strategic Family Wealth Counselors
New Jersey
$1.81M +$141K +2,785 +9%
FVWA
60
Foster Victor Wealth Advisors
South Carolina
$1.7M +$1.43M +28,176 +614%
LJAC
61
L.J. Altfest & Co
New York
$1.68M -$120K -2,356 -7%
NEPWA
62
New England Private Wealth Advisors
Massachusetts
$1.65M +$13.3K +261 +0.8%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$1.55M -$14.4K -284 -0.9%
Jane Street
64
Jane Street
New York
$1.53M +$1.5M +29,608 New
MWM
65
Merriman Wealth Management
Washington
$1.44M -$43.7K -860 -3%
CAL
66
Capital Advisors Ltd
Ohio
$1.44M +$18.2K +359 +1%
SCM
67
SOL Capital Management
Maryland
$1.42M -$120K -2,364 -8%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.37M -$38.7K -762 -3%
GCA
69
Gradient Capital Advisors
California
$1.36M -$67.9K -1,338 -5%
OPA
70
Old Port Advisors
Maine
$1.33M +$16.3K +321 +1%
IDBONY
71
Israel Discount Bank of New York
New York
$1.25M +$305K +6,008 +33%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$1.21M -$121K -2,386 -9%
S
73
SimplyRich
California
$1.2M
VA
74
Valmark Advisers
Ohio
$1.19M -$69.9K -1,377 -6%
OC
75
Oarsman Capital
Wisconsin
$1.19M -$42.8K -843 -4%

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.