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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
BF
126
BOK Financial
Oklahoma
$410K +$145 +3 +0%
IDBONY
127
Israel Discount Bank of New York
New York
$410K +$66.1K +1,370 +20%
FCB
128
First Command Bank
Texas
$403K +$3.43K +71 +0.9%
FCFS
129
First Command Financial Services
Texas
$403K +$3.43K +71 +0.9%
LNC
130
Lincoln National Corp
Pennsylvania
$396K +$391K +8,112 New
RJT
131
Raymond James Trust
Florida
$366K -$511K -10,593 -59%
CHP
132
Cable Hill Partners
Oregon
$358K -$196K -4,071 -36%
CA
133
Clearstead Advisors
Ohio
$355K – – –
DP
134
Denver PWM
Colorado
$352K -$24.8K -513 -6%
SBIA
135
Sheaff Brock Investment Advisors
Indiana
$345K – – –
ACP
136
Aveo Capital Partners
Colorado
$333K -$18.2K -378 -5%
UCFA
137
United Capital Financial Advisors
Texas
$323K – – –
EWM
138
Empirical Wealth Management
Washington
$323K +$6.37K +132 +2%
CWM
139
Cornerstone Wealth Management
Missouri
$321K +$18.6K +386 +6%
TSS
140
Two Sigma Securities
New York
$308K +$304K +6,293 New
PAG
141
Private Advisory Group
Washington
$305K -$5.36K -111 -2%
SMFS
142
Squar Milner Financial Services
California
$299K +$300K +6,215 New
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$291K +$5.12K +106 +2%
OCM
144
One Capital Management
California
$286K -$32.8K -680 -10%
CC
145
Courier Capital
New York
$286K -$24.1K -500 -8%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$272K +$2.46K +51 +0.9%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$267K -$97.2K -2,013 -27%
AC
148
Alexandria Capital
Virginia
$267K -$48 -1 -0%
RPC
149
Rossmore Private Capital
Connecticut
$267K +$263K +5,455 New
FHC
150
First Heartland Consultants
Missouri
$260K -$7.09K -147 -3%
4 5
6
7 8

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.