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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Simmons Bank
Arkansas
$1.18M +$416K +8,196 +57%
SWM
77
Shakespeare Wealth Management
Wisconsin
$1.15M +$762 +15 +0.1%
CWM
78
Cahaba Wealth Management
Georgia
$1.14M +$2.89K +57 +0.3%
LFG
79
Larson Financial Group
Missouri
$1.12M -$27.8K -547 -2%
IA
80
IFP Advisors
Florida
$1.11M +$1.08M +21,353 New
FHA
81
Flagship Harbor Advisors
Massachusetts
$1.07M +$609 +12 +0.1%
Barclays
82
Barclays
United Kingdom
$1.06M
SIAS
83
Shine Investment Advisory Services
Colorado
$981K
AGA
84
Arkos Global Advisors
Texas
$980K +$40.8K +804 +4%
G
85
Gainplan
Michigan
$936K +$309K +6,089 +51%
PAMU
86
Pictet Asset Management (UK)
United Kingdom
$923K +$142K +2,800 +19%
CPO
87
Cerity Partners OCIO
New York
$905K -$29.3K -577 -3%
APG
88
Abacus Planning Group
South Carolina
$856K +$16.4K +323 +2%
TL
89
TrueWealth LLC
Georgia
$834K +$2.03K +40 +0.2%
MA
90
Mutual Advisors
Nebraska
$820K -$379K -7,471 -32%
GWA
91
Guidant Wealth Advisors
Illinois
$820K -$51K -1,005 -6%
FFN
92
Focus Financial Network
Minnesota
$793K -$55K -1,084 -7%
PO
93
Private Ocean
California
$780K -$5.99K -118 -0.8%
AF
94
Advisornet Financial
Minnesota
$779K -$17.5K -344 -2%
SFS
95
Sowell Financial Services
Arkansas
$766K +$751K +14,780 New
GA
96
Greytown Advisors
Florida
$758K
FAAS
97
First Allied Advisory Services
California
$712K -$9.55K -188 -1%
MLFP
98
MPS Loria Financial Planners
Illinois
$706K -$48.6K -958 -7%
Invesco
99
Invesco
Georgia
$705K -$152K -3,002 -18%
MHS
100
M Holdings Securities
Oregon
$704K +$10.8K +213 +2%

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.