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State Street SPDR Dow Jones Global Real Estate ETF
RWO

237 hedge funds and large institutions have $1.64B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

19% more funds holding

Funds holding: 199 → 237 (+38)

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $1.63B → $1.64B (+$13.6M)

2.44% less ownership

Funds ownership: 60.79% → 58.35% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
237
Holders Change
+38
Holders Change %
+19.1%
% of All Funds
5.38%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
58
Increased
78
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$21M
2
SFA
Sequoia Financial Advisors
Ohio
+$14.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$13.2M
4
Wells Fargo
Wells Fargo
California
+$8.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.36M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$30M
2
VFA
Voya Financial Advisors
Connecticut
-$27.4M
3
FA
FDx Advisors
Illinois
-$27.1M
4
HI
Hudock Inc
Pennsylvania
-$14.9M
5
AA
Advisory Alpha
Michigan
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Modera Wealth Management
New Jersey
$1.16M -$25.3K -525 -2%
VA
77
Valmark Advisers
Ohio
$1.14M +$1.12M +23,300 New
S
78
SimplyRich
California
$1.14M +$1.12M +23,237 New
FA
79
FDx Advisors
Illinois
$1.12M -$27.1M -561,771 -96%
GCA
80
Gradient Capital Advisors
California
$1.1M +$1.08M +22,422 New
P
81
Pitcairn
Pennsylvania
$1.09M -$16.1K -334 -1%
SPIA
82
Steward Partners Investment Advisory
New York
$1.09M -$360K -7,453 -25%
EA
83
Edge Advisors
Georgia
$1.09M – – –
FHA
84
Flagship Harbor Advisors
Massachusetts
$1.06M +$145 +3 +0%
PSUF
85
People's United Financial
Connecticut
$1.05M +$366K +7,575 +54%
AG
86
Advisor Group
Arizona
$1.02M +$106K +2,191 +12%
Prudential Financial
87
Prudential Financial
New Jersey
$997K +$584K +12,100 +146%
FAAS
88
First Allied Advisory Services
California
$991K +$57.5K +1,191 +6%
OC
89
Oarsman Capital
Wisconsin
$951K -$631K -13,069 -40%
Northern Trust
90
Northern Trust
Illinois
$940K +$928K +19,237 New
AWA
91
Arete Wealth Advisors
Illinois
$934K -$135K -2,796 -13%
SIAS
92
Shine Investment Advisory Services
Colorado
$931K +$97 +2 +0%
Nomura Asset Management
93
Nomura Asset Management
Japan
$924K +$912K +18,900 New
IP
94
Investment Partners
Ohio
$908K +$41K +849 +5%
OAM
95
Occidental Asset Management
California
$897K +$80.1K +1,659 +10%
FMC
96
First Merchants Corp
Indiana
$871K -$106K -2,200 -11%
AA
97
Ancora Advisors
Ohio
$838K -$124K -2,559 -13%
CCM
98
Coldstream Capital Management
Washington
$828K -$3.09M -64,116 -79%
WMG
99
WESCAP Management Group
California
$800K +$14K +291 +2%
SB
100
Simmons Bank
Arkansas
$743K -$9.65K -200 -1%
2 3
4
5 6

RWO Hedge Fund Activity: Q4 2017 in Review

237 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2017, worth a combined $1.64B — up 0.83% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RWO positions and 17 closed out — a net gain of 41 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Raymond James & Associates, cutting an estimated $30M.

  • 237 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2017, up from 199 in Q3 2017.
  • Funds reported $1.64B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2017 and 17 closed out, a net change of +41 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2017 was State Street, an estimated $21M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2017 was Raymond James & Associates, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.