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State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.18B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.71% more ownership

Funds ownership: 55.86%58.58% (+2.7%)

2% more funds holding

Funds holding: 238243 (+5)

8% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$99.6M)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

Holders
243
Holders Change
+5
Holders Change %
+2.1%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
48
Increased
68
Reduced
83
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
76
Gradient Capital Advisors
California
$1.09M +$86.4K +1,866 +8%
HNB
77
Huntington National Bank
Ohio
$1.08M
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$1.08M -$1.59M -34,387 -58%
SFWC
79
Strategic Family Wealth Counselors
New Jersey
$1.06M +$1.11M +24,048 New
OC
80
Oarsman Capital
Wisconsin
$1.06M -$5.97K -129 -0.5%
LFG
81
Larson Financial Group
Missouri
$1.05M -$13.1K -282 -1%
PAG
82
Private Advisory Group
Washington
$1.04M +$1.09M +23,584 New
S
83
SimplyRich
California
$1.03M
ECG
84
Edge Capital Group
Georgia
$983K +$1.03M +22,220 New
SWM
85
Shakespeare Wealth Management
Wisconsin
$982K +$1.03M +22,177 New
GWA
86
Guidant Wealth Advisors
Illinois
$966K -$167K -3,598 -14%
CPO
87
Cerity Partners OCIO
New York
$938K -$54.6K -1,179 -5%
AF
88
Advisornet Financial
Minnesota
$934K -$162K -3,501 -14%
FHA
89
Flagship Harbor Advisors
Massachusetts
$927K -$6.16K -133 -0.6%
AWA
90
Arete Wealth Advisors
Illinois
$921K -$66.7K -1,440 -6%
MHS
91
M Holdings Securities
Oregon
$887K -$38.6K -834 -4%
SIAS
92
Shine Investment Advisory Services
Colorado
$837K
BWA
93
BDO Wealth Advisors
Florida
$781K +$817K +17,655 New
IP
94
Investment Partners
Ohio
$741K -$205K -4,427 -21%
AGA
95
Arkos Global Advisors
Texas
$730K +$763K +16,489 New
SB
96
Simmons Bank
Arkansas
$710K +$31.9K +689 +4%
TL
97
TrueWealth LLC
Georgia
$690K +$232K +5,005 +47%
Prudential Financial
98
Prudential Financial
New Jersey
$689K +$110K +2,380 +18%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$673K -$2.64M -56,998 -79%
SS
100
Simplicity Solutions
Minnesota
$650K -$2.11M -45,632 -76%

RWO Hedge Fund Activity: Q4 2018 in Review

243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2018, worth a combined $1.18B — down 7.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RWO positions and 39 closed out — a net gain of 9 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $67.9M. The largest seller was Goldman Sachs, cutting an estimated $35.6M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2018, up from 238 in Q3 2018.
  • Funds reported $1.18B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2018, down 7.8% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2018 and 39 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2018 was HSBC Holdings, an estimated $67.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2018 was Goldman Sachs, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2018.