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State Street SPDR Dow Jones Global Real Estate ETF

238 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 234238 (+4)

0.77% more ownership

Funds ownership: 55.09%55.86% (+0.77%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.78M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
24
Increased
82
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SimplyRich
California
$1.1M
GCA
77
Gradient Capital Advisors
California
$1.09M +$19.4K +400 +2%
CPO
78
Cerity Partners OCIO
New York
$1.06M -$25.9K -535 -2%
AWA
79
Arete Wealth Advisors
Illinois
$1.06M +$21.8K +451 +2%
FHA
80
Flagship Harbor Advisors
Massachusetts
$998K +$387 +8 +0%
MHS
81
M Holdings Securities
Oregon
$993K -$156K -3,232 -13%
FAAS
82
First Allied Advisory Services
California
$948K +$410K +8,469 +74%
SIAS
83
Shine Investment Advisory Services
Colorado
$900K
AG
84
Advisor Group
Arizona
$861K +$187K +3,856 +27%
PV
85
Private Vista
Illinois
$799K -$164K -3,385 -17%
FCB
86
First Command Bank
Texas
$781K
FCFS
87
First Command Financial Services
Texas
$781K
CL
88
CPWM LLC
Washington
$755K
SB
89
Simmons Bank
Arkansas
$731K +$6.2K +128 +0.8%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$714K
BCM
91
Boltwood Capital Management
California
$655K +$156K +3,222 +31%
AA
92
Ancora Advisors
Ohio
$648K +$31.5K +651 +5%
Prudential Financial
93
Prudential Financial
New Jersey
$629K +$387K +8,000 +153%
TC
94
Telemus Capital
Michigan
$615K -$51.5K -1,065 -8%
GA
95
Greytown Advisors
Florida
$594K
BSW
96
Buckingham Strategic Wealth
Missouri
$590K -$23.7K -490 -4%
MLFP
97
MPS Loria Financial Planners
Illinois
$568K -$2.71K -56 -0.5%
MGIA
98
Moneta Group Investment Advisors
Missouri
$563K +$40.5K +837 +8%
BAMG
99
Brand Asset Management Group
Missouri
$562K +$28.8K +596 +5%
CG
100
Colony Group
Massachusetts
$553K -$871 -18 -0.2%

RWO Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2018, worth a combined $1.27B — down 0.76% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWO positions and 17 closed out — a net gain of 7 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $16M. The largest seller was HSBC Holdings, cutting an estimated $13.9M.

  • 238 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2018, up from 234 in Q2 2018.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2018, down 0.76% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2018 and 17 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2018 was Sequoia Financial Advisors, an estimated $16M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2018 was HSBC Holdings, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.