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State Street SPDR Dow Jones Global Real Estate ETF

234 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 77

0% more funds holding

Funds holding: 233234 (+1)

7.09% less ownership

Funds ownership: 62.18%55.09% (-7.1%)

20% less capital invested

Capital invested by funds: $1.61B → $1.28B (-$328M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.36%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
89
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$1.18M -$9.19K -195 -0.8%
MHS
77
M Holdings Securities
Oregon
$1.16M -$5.3M -112,497 -82%
S
78
SimplyRich
California
$1.12M
OC
79
Oarsman Capital
Wisconsin
$1.12M +$120K +2,552 +12%
CPO
80
Cerity Partners OCIO
New York
$1.1M -$126K -2,676 -10%
GCA
81
Gradient Capital Advisors
California
$1.08M +$19.6K +415 +2%
EA
82
Edge Advisors
Georgia
$1.07M
CF
83
Centaurus Financial
California
$1.05M +$197K +4,174 +24%
AWA
84
Arete Wealth Advisors
Illinois
$1.05M +$45.6K +968 +5%
FHA
85
Flagship Harbor Advisors
Massachusetts
$1.01M -$141K -2,987 -12%
PV
86
Private Vista
Illinois
$971K -$20.1K -426 -2%
IP
87
Investment Partners
Ohio
$935K -$38.6K -819 -4%
RA
88
RFG Advisory
Alabama
$920K +$214K +4,539 +31%
SIAS
89
Shine Investment Advisory Services
Colorado
$910K
FCB
90
First Command Bank
Texas
$791K +$386K +8,182 +99%
FCFS
91
First Command Financial Services
Texas
$791K +$386K +8,182 +99%
CL
92
CPWM LLC
Washington
$763K
SB
93
Simmons Bank
Arkansas
$733K +$9.38K +199 +1%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$722K
Renaissance Technologies
95
Renaissance Technologies
New York
$722K +$335K +7,100 +90%
BFG
96
Barber Financial Group
Kansas
$721K -$68.6K -1,455 -9%
AG
97
Advisor Group
Arizona
$684K -$71.3K -1,513 -10%
FA
98
FDx Advisors
Illinois
$678K -$75.1K -1,592 -10%
TC
99
Telemus Capital
Michigan
$673K +$38.6K +818 +6%
MFP
100
Mosaic Financial Partners
California
$638K

RWO Hedge Fund Activity: Q2 2018 in Review

234 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2018, worth a combined $1.28B — down 20% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 21 closed out — a net gain of 4 holders — while 89 added to existing stakes and 77 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $294M.

  • 234 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2018, down 20% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2018 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.8M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2018 was Wells Fargo, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2018.