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State Street SPDR Dow Jones Global Real Estate ETF

238 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 234238 (+4)

0.77% more ownership

Funds ownership: 55.09%55.86% (+0.77%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.78M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
24
Increased
82
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
101
Pitcairn
Pennsylvania
$509K -$104K -2,153 -17%
TL
102
TrueWealth LLC
Georgia
$503K -$129K -2,656 -20%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$497K +$217K +4,488 +75%
IFWM
104
Institute for Wealth Management
Colorado
$494K -$12.8K -265 -2%
IDBONY
105
Israel Discount Bank of New York
New York
$484K +$8.08K +167 +2%
RA
106
RFG Advisory
Alabama
$468K -$449K -9,276 -49%
M&T Bank
107
M&T Bank
New York
$446K -$1.18M -24,289 -72%
FEG
108
Fund Evaluation Group
Ohio
$438K
CAN
109
Claraphi Advisory Network
United States
$433K -$13.9K -287 -3%
IWMA
110
Ironwood Wealth Management (Arizona)
Arizona
$430K +$5.32K +110 +1%
BAC
111
Boys Arnold & Co
North Carolina
$429K
PWM
112
Paulson Wealth Management
Illinois
$429K +$2.81K +58 +0.6%
BF
113
BOK Financial
Oklahoma
$420K -$24.7K -510 -5%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$409K -$3.28M -67,683 -89%
FMC
115
First Merchants Corp
Indiana
$395K -$12.1K -250 -3%
SWP
116
Stratos Wealth Partners
Ohio
$391K -$37.1K -767 -9%
A
117
AdvicePeriod
California
$386K -$1.06K -22 -0.3%
WB
118
WesBanco Bank
West Virginia
$383K -$85.6K -1,769 -18%
3C
119
361 Capital
Colorado
$380K -$2.18K -45 -0.6%
AIS
120
Accurate Investment Solutions
Pennsylvania
$359K +$38.5K +796 +12%
EHPM
121
Emery Howard Portfolio Management
California
$345K -$22.3K -461 -6%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$341K +$19.5K +403 +6%
SBIA
123
Sheaff Brock Investment Advisors
Indiana
$340K +$4.7K +97 +1%
RJT
124
Raymond James Trust
Florida
$331K -$7.89K -163 -2%
OCM
125
One Capital Management
California
$331K +$9.29K +192 +3%

RWO Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2018, worth a combined $1.27B — down 0.76% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWO positions and 17 closed out — a net gain of 7 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $16M. The largest seller was HSBC Holdings, cutting an estimated $13.9M.

  • 238 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2018, up from 234 in Q2 2018.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2018, down 0.76% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2018 and 17 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2018 was Sequoia Financial Advisors, an estimated $16M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2018 was HSBC Holdings, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.