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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
HNB
126
Huntington National Bank
Ohio
$323K
CA
127
Cetera Advisors
Colorado
$319K +$14K +290 +5%
EWM
128
Empirical Wealth Management
Washington
$310K
AC
129
Alexandria Capital
Virginia
$304K -$339 -7 -0.1%
KSA
130
Ken Stern & Associates
California
$297K +$75.4K +1,557 +33%
SMFS
131
Squar Milner Financial Services
California
$296K
MCM
132
MAI Capital Management
Ohio
$295K
CA
133
Clearstead Advisors
Ohio
$292K
Stifel Financial
134
Stifel Financial
Missouri
$282K -$3.63K -75 -1%
FA
135
FDx Advisors
Illinois
$273K -$404K -8,349 -59%
WMG
136
WESCAP Management Group
California
$265K -$292K -6,040 -52%
Creative Planning
137
Creative Planning
Kansas
$259K +$36.4K +751 +16%
ACP
138
Aveo Capital Partners
Colorado
$258K -$1.55K -32 -0.6%
AA
139
Advisory Alpha
Michigan
$256K -$774 -16 -0.6%
MI
140
Moneywise Inc
Virginia
$254K +$9.2K +190 +4%
EAM
141
Evanson Asset Management
California
$252K
PPA
142
Parametric Portfolio Associates
Washington
$248K -$12.6K -260 -5%
STA
143
Summit Trail Advisors
New York
$248K +$252K +5,207 New
FHC
144
First Heartland Consultants
Missouri
$247K +$11.6K +239 +5%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$243K +$50K +1,033 +25%
UCFA
146
United Capital Financial Advisors
Texas
$241K +$23.8K +492 +11%
CHP
147
Cable Hill Partners
Oregon
$231K -$9.73K -201 -4%
Northern Trust
148
Northern Trust
Illinois
$229K -$11.7K -241 -5%
PA
149
PFG Advisors
Arizona
$225K -$1.06K -22 -0.4%
TSS
150
Two Sigma Securities
New York
$221K +$225K +4,641 New

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.