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State Street SPDR Dow Jones Global Real Estate ETF

234 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 77

0% more funds holding

Funds holding: 233234 (+1)

7.09% less ownership

Funds ownership: 62.18%55.09% (-7.1%)

20% less capital invested

Capital invested by funds: $1.61B → $1.28B (-$328M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.36%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
89
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TL
101
TrueWealth LLC
Georgia
$637K -$74.7K -1,585 -11%
AA
102
Ancora Advisors
Ohio
$624K -$849 -18 -0.1%
BSW
103
Buckingham Strategic Wealth
Missouri
$620K -$59K -1,251 -9%
P
104
Pitcairn
Pennsylvania
$618K -$51.7K -1,097 -8%
GA
105
Greytown Advisors
Florida
$601K
MLFP
106
MPS Loria Financial Planners
Illinois
$576K -$28.1K -597 -5%
CG
107
Colony Group
Massachusetts
$560K -$94 -2 -0%
WMG
108
WESCAP Management Group
California
$559K -$211K -4,481 -28%
FAAS
109
First Allied Advisory Services
California
$550K +$8.44K +179 +2%
BAMG
110
Brand Asset Management Group
Missouri
$540K +$529K +11,225 New
VF
111
Virtu Financial
New York
$535K +$524K +11,111 New
MGIA
112
Moneta Group Investment Advisors
Missouri
$529K +$518K +10,991 New
BFEC
113
Benjamin F. Edwards & Company
Missouri
$525K +$34.7K +736 +7%
IFWM
114
Institute for Wealth Management
Colorado
$512K +$1.84K +39 +0.4%
BCM
115
Boltwood Capital Management
California
$508K +$8.91K +189 +2%
IDBONY
116
Israel Discount Bank of New York
New York
$481K +$13.9K +295 +3%
WB
117
WesBanco Bank
West Virginia
$472K
FAIM
118
Financial Advocates Investment Management
Washington
$455K -$30.5K -646 -6%
CAN
119
Claraphi Advisory Network
United States
$452K -$36.8K -780 -8%
PWM
120
Paulson Wealth Management
Illinois
$449K
BF
121
BOK Financial
Oklahoma
$449K +$43.8K +930 +11%
FEG
122
Fund Evaluation Group
Ohio
$443K
BAC
123
Boys Arnold & Co
North Carolina
$436K -$9.43K -200 -2%
SWP
124
Stratos Wealth Partners
Ohio
$432K -$9.95K -211 -2%
IWMA
125
Ironwood Wealth Management (Arizona)
Arizona
$430K +$421K +8,929 New

RWO Hedge Fund Activity: Q2 2018 in Review

234 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2018, worth a combined $1.28B — down 20% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 21 closed out — a net gain of 4 holders — while 89 added to existing stakes and 77 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $294M.

  • 234 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2018, down 20% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2018 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.8M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2018 was Wells Fargo, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2018.