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State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.18B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.71% more ownership

Funds ownership: 55.86%58.58% (+2.7%)

2% more funds holding

Funds holding: 238243 (+5)

8% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$99.6M)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

Holders
243
Holders Change
+5
Holders Change %
+2.1%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
48
Increased
68
Reduced
83
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
101
Greytown Advisors
Florida
$647K +$98.8K +2,134 +17%
GI
102
Gradient Investments
Minnesota
$642K -$2.86M -61,799 -81%
APG
103
Abacus Planning Group
South Carolina
$634K +$663K +14,313 New
TC
104
Telemus Capital
Michigan
$590K +$18.4K +397 +3%
EFS
105
Econ Financial Services
Pennsylvania
$587K +$614K +13,260 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$551K +$444K +9,592 +188%
PO
107
Private Ocean
California
$550K +$575K +12,411 New
MGIA
108
Moneta Group Investment Advisors
Missouri
$539K +$16.2K +350 +3%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$533K -$640K -13,834 -53%
AA
110
Ancora Advisors
Ohio
$529K -$77.2K -1,667 -12%
BAMG
111
Brand Asset Management Group
Missouri
$524K +$1.02K +22 +0.2%
ML
112
McAdam LLC
Pennsylvania
$514K -$4.2M -90,669 -89%
CG
113
Colony Group
Massachusetts
$513K -$2.41K -52 -0.4%
MLFP
114
MPS Loria Financial Planners
Illinois
$503K -$24.9K -537 -5%
Principal Financial Group
115
Principal Financial Group
Iowa
$500K +$523K +11,289 New
CFGS
116
Concourse Financial Group Securities
Alabama
$482K +$460K +9,934 +1,032%
DI
117
DFPG Investments
Utah
$477K +$499K +10,788 New
FAAS
118
First Allied Advisory Services
California
$472K -$422K -9,124 -46%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$471K +$412K +8,902 +517%
BSW
120
Buckingham Strategic Wealth
Missouri
$470K -$82.3K -1,777 -14%
IDBONY
121
Israel Discount Bank of New York
New York
$455K +$5.09K +110 +1%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$454K -$11.9M -256,947 -96%
BCM
123
Boltwood Capital Management
California
$420K -$198K -4,280 -31%
IWMA
124
Ironwood Wealth Management (Arizona)
Arizona
$412K +$12K +259 +3%
FEG
125
Fund Evaluation Group
Ohio
$408K

RWO Hedge Fund Activity: Q4 2018 in Review

243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2018, worth a combined $1.18B — down 7.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RWO positions and 39 closed out — a net gain of 9 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $67.9M. The largest seller was Goldman Sachs, cutting an estimated $35.6M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2018, up from 238 in Q3 2018.
  • Funds reported $1.18B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2018, down 7.8% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2018 and 39 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2018 was HSBC Holdings, an estimated $67.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2018 was Goldman Sachs, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2018.