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State Street SPDR Dow Jones Global Real Estate ETF
RWO

237 hedge funds and large institutions have $1.64B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

19% more funds holding

Funds holding: 199 → 237 (+38)

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $1.63B → $1.64B (+$13.6M)

2.44% less ownership

Funds ownership: 60.79% → 58.35% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

Holders
237
Holders Change
+38
Holders Change %
+19.1%
% of All Funds
5.38%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
58
Increased
78
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$21M
2
SFA
Sequoia Financial Advisors
Ohio
+$14.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$13.2M
4
Wells Fargo
Wells Fargo
California
+$8.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.36M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$30M
2
VFA
Voya Financial Advisors
Connecticut
-$27.4M
3
FA
FDx Advisors
Illinois
-$27.1M
4
HI
Hudock Inc
Pennsylvania
-$14.9M
5
AA
Advisory Alpha
Michigan
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$740K -$13.9K -287 -2%
AI
102
Atria Investments
North Carolina
$694K +$30.5K +631 +5%
CF
103
Centaurus Financial
California
$648K +$640K +13,266 New
TC
104
Telemus Capital
Michigan
$645K +$637K +13,190 New
TL
105
TrueWealth LLC
Georgia
$624K +$616K +12,772 New
GA
106
Greytown Advisors
Florida
$610K – – –
CG
107
Colony Group
Massachusetts
$577K -$47.5K -985 -8%
MLFP
108
MPS Loria Financial Planners
Illinois
$567K -$8.11K -168 -1%
LSAG
109
Lake Street Advisors Group
New Hampshire
$516K +$509K +10,553 New
SB
110
Suntrust Banks
Georgia
$508K -$7.82K -162 -2%
CA
111
Cetera Advisors
Colorado
$500K +$36.4K +754 +8%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$499K +$16.2K +336 +3%
CAN
113
Claraphi Advisory Network
United States
$492K +$486K +10,067 New
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$489K – – –
MBT
115
Montecito Bank & Trust
California
$483K -$25.8K -534 -5%
WB
116
WesBanco Bank
West Virginia
$480K +$473K +9,811 New
AEPG
117
American Economic Planning Group
New Jersey
$473K +$25.2K +523 +6%
FAIM
118
Financial Advocates Investment Management
Washington
$471K +$465K +9,635 New
I
119
IberiaBank
Louisiana
$457K +$5.02K +104 +1%
PWM
120
Paulson Wealth Management
Illinois
$457K +$451K +9,343 New
SWP
121
Stratos Wealth Partners
Ohio
$456K +$1.74K +36 +0.4%
BAC
122
Boys Arnold & Co
North Carolina
$453K -$29K -601 -6%
BCM
123
Boltwood Capital Management
California
$450K +$40.8K +846 +10%
FEG
124
Fund Evaluation Group
Ohio
$450K +$445K +9,211 New
EHPM
125
Emery Howard Portfolio Management
California
$439K +$26.7K +553 +7%
3 4
5
6 7

RWO Hedge Fund Activity: Q4 2017 in Review

237 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2017, worth a combined $1.64B — up 0.83% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RWO positions and 17 closed out — a net gain of 41 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Raymond James & Associates, cutting an estimated $30M.

  • 237 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2017, up from 199 in Q3 2017.
  • Funds reported $1.64B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2017 and 17 closed out, a net change of +41 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2017 was State Street, an estimated $21M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2017 was Raymond James & Associates, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.