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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
CAN
126
Claraphi Advisory Network
United States
$400K -$3.47K -75 -0.8%
BAC
127
Boys Arnold & Co
North Carolina
$400K
RA
128
RFG Advisory
Alabama
$381K -$56.9K -1,230 -13%
BPWA
129
Beacon Pointe Wealth Advisors
California
$379K +$397K +8,586 New
3C
130
361 Capital
Colorado
$374K +$20.9K +452 +6%
SWP
131
Stratos Wealth Partners
Ohio
$362K -$2.04K -44 -0.5%
CA
132
Clearstead Advisors
Ohio
$360K +$92.1K +1,990 +32%
AIS
133
Accurate Investment Solutions
Pennsylvania
$359K +$26.4K +571 +8%
FA
134
FDx Advisors
Illinois
$344K +$93.7K +2,024 +35%
AC
135
Alexandria Capital
Virginia
$329K +$47.7K +1,030 +16%
CWM
136
Centric Wealth Management
Illinois
$318K +$332K +7,175 New
SBIA
137
Sheaff Brock Investment Advisors
Indiana
$317K
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$315K -$3.15K -68 -1%
OCM
139
One Capital Management
California
$311K +$3.06K +66 +0.9%
PV
140
Private Vista
Illinois
$305K -$459K -9,910 -59%
RJT
141
Raymond James Trust
Florida
$305K -$3.84K -83 -1%
COI
142
Connable Office Inc
Michigan
$299K +$313K +6,754 New
AWM
143
Affinity Wealth Management
Delaware
$297K +$311K +6,717 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$288K +$253K +5,470 +527%
CA
145
Cetera Advisors
Colorado
$284K -$14.1K -305 -5%
EWM
146
Empirical Wealth Management
Washington
$281K -$7.82K -169 -3%
CA
147
Continuum Advisory
Idaho
$280K +$293K +6,328 New
SMFS
148
Squar Milner Financial Services
California
$275K
Stifel Financial
149
Stifel Financial
Missouri
$275K +$15.7K +339 +6%
NFG
150
Next Financial Group
Texas
$275K +$282K +6,087 +5,031%

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.