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State Street SPDR Dow Jones Global Real Estate ETF

250 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$100M)

3% more funds holding

Funds holding: 243250 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.42% less ownership

Funds ownership: 58.58%57.16% (-1.4%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
72
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$1.16M -$256K -5,313 -19%
AFA
77
American Financial Advisors
Georgia
$1.15M -$265K -5,488 -19%
ECG
78
Edge Capital Group
Georgia
$1.11M
CWM
79
Cahaba Wealth Management
Georgia
$1.09M -$655K -13,585 -38%
PAG
80
Private Advisory Group
Washington
$1.04M
FHA
81
Flagship Harbor Advisors
Massachusetts
$1.03M -$18.9K -392 -2%
CPO
82
Cerity Partners OCIO
New York
$1M -$59K -1,224 -6%
GWA
83
Guidant Wealth Advisors
Illinois
$953K -$135K -2,790 -13%
SIAS
84
Shine Investment Advisory Services
Colorado
$946K
AGA
85
Arkos Global Advisors
Texas
$932K +$103K +2,134 +13%
Prudential Financial
86
Prudential Financial
New Jersey
$924K +$139K +2,886 +19%
IDBONY
87
Israel Discount Bank of New York
New York
$864K +$337K +6,984 +68%
Invesco
88
Invesco
Georgia
$857K -$364K -7,557 -31%
FFN
89
Focus Financial Network
Minnesota
$828K +$798K +16,549 New
TL
90
TrueWealth LLC
Georgia
$814K +$33K +685 +4%
AF
91
Advisornet Financial
Minnesota
$787K -$258K -5,356 -25%
AWA
92
Arete Wealth Advisors
Illinois
$777K -$255K -5,297 -25%
APG
93
Abacus Planning Group
South Carolina
$775K +$56.8K +1,177 +8%
SB
94
Simmons Bank
Arkansas
$773K -$29.1K -603 -4%
PO
95
Private Ocean
California
$763K +$137K +2,843 +23%
PAMU
96
Pictet Asset Management (UK)
United Kingdom
$750K
SS
97
Simplicity Solutions
Minnesota
$743K +$7.67K +159 +1%
IP
98
Investment Partners
Ohio
$741K -$93.2K -1,933 -12%
GA
99
Greytown Advisors
Florida
$731K
MLFP
100
MPS Loria Financial Planners
Illinois
$709K +$135K +2,791 +25%

RWO Hedge Fund Activity: Q1 2019 in Review

250 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2019, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.7M. The largest seller was HSBC Holdings, cutting an estimated $68.4M.

  • 250 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2019, up from 243 in Q4 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2019 was Tradewinds Capital Management, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2019 was HSBC Holdings, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2019.