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State Street SPDR Dow Jones Global Real Estate ETF

233 hedge funds and large institutions have $1.61B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 58.35%62.18% (+3.8%)

2% less capital invested

Capital invested by funds: $1.64B → $1.61B (-$31.5M)

2% less funds holding

Funds holding: 237233 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
22
Increased
77
Reduced
91
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
76
Brighton Jones LLC
Washington
$1.18M -$19.5K -418 -2%
SCM
77
SOL Capital Management
Maryland
$1.16M +$17.7K +380 +2%
VA
78
Valmark Advisers
Ohio
$1.14M +$64.2K +1,378 +6%
FHA
79
Flagship Harbor Advisors
Massachusetts
$1.1M +$109K +2,348 +11%
S
80
SimplyRich
California
$1.07M
EA
81
Edge Advisors
Georgia
$1.03M
GCA
82
Gradient Capital Advisors
California
$1.02M -$19.1K -409 -2%
AWA
83
Arete Wealth Advisors
Illinois
$964K +$81K +1,739 +9%
OC
84
Oarsman Capital
Wisconsin
$955K +$55.9K +1,199 +6%
PV
85
Private Vista
Illinois
$954K +$961K +20,618 New
IP
86
Investment Partners
Ohio
$938K +$78.4K +1,683 +9%
SIAS
87
Shine Investment Advisory Services
Colorado
$875K -$6.15K -132 -0.7%
CF
88
Centaurus Financial
California
$822K +$209K +4,495 +34%
BFG
89
Barber Financial Group
Kansas
$760K -$935K -20,071 -55%
WMG
90
WESCAP Management Group
California
$745K -$12.6K -270 -2%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$745K +$750K +16,103 New
NFG
92
Next Financial Group
Texas
$745K +$751K +16,108 New
AI
93
Atria Investments
North Carolina
$738K +$81.2K +1,742 +12%
CL
94
CPWM LLC
Washington
$734K +$739K +15,861 New
AG
95
Advisor Group
Arizona
$728K -$239K -5,124 -25%
FA
96
FDx Advisors
Illinois
$726K -$334K -7,173 -31%
SB
97
Simmons Bank
Arkansas
$696K -$7.97K -171 -1%
PAMU
98
Pictet Asset Management (UK)
United Kingdom
$694K +$233K +5,000 +50%
TL
99
TrueWealth LLC
Georgia
$686K +$95.5K +2,049 +16%
RA
100
RFG Advisory
Alabama
$674K +$458K +9,832 +207%

RWO Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2018, worth a combined $1.61B — down 1.9% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RWO and 22 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 77 added.

The largest buyer was HSBC Holdings, adding an estimated $89.3M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 233 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2018, down from 237 in Q4 2017.
  • Funds reported $1.61B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2018 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2018 was HSBC Holdings, an estimated $89.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2018 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2018.