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State Street SPDR Dow Jones Global Real Estate ETF

250 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$100M)

3% more funds holding

Funds holding: 243250 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.42% less ownership

Funds ownership: 58.58%57.16% (-1.4%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
72
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$399K -$9.5K -197 -2%
BFG
127
Barber Financial Group
Kansas
$396K +$381K +7,911 New
KA
128
Klingman & Associates
New York
$396K +$382K +7,921 New
AC
129
Alexandria Capital
Virginia
$394K +$21.9K +454 +6%
TC
130
Telemus Capital
Michigan
$386K -$270K -5,607 -42%
P
131
Pitcairn
Pennsylvania
$379K -$927K -19,224 -72%
SBIA
132
Sheaff Brock Investment Advisors
Indiana
$358K
OCM
133
One Capital Management
California
$358K +$6.22K +129 +2%
FNT
134
First National Trust
Pennsylvania
$351K +$339K +7,025 New
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$346K -$7.18K -149 -2%
RJT
136
Raymond James Trust
Florida
$344K
CA
137
Cetera Advisors
Colorado
$339K +$18.3K +380 +6%
TC
138
TownSquare Capital
Utah
$321K +$309K +6,414 New
AWM
139
Affinity Wealth Management
Delaware
$318K -$17K -352 -5%
EWM
140
Empirical Wealth Management
Washington
$318K +$193 +4 +0.1%
BCM
141
Boltwood Capital Management
California
$315K -$155K -3,209 -34%
CL
142
CPWM LLC
Washington
$310K
MCM
143
MAI Capital Management
Ohio
$310K
SMFS
144
Squar Milner Financial Services
California
$310K
AIS
145
Accurate Investment Solutions
Pennsylvania
$303K -$99.1K -2,055 -25%
ACP
146
Aveo Capital Partners
Colorado
$301K +$868 +18 +0.3%
Northern Trust
147
Northern Trust
Illinois
$289K +$8.15K +169 +3%
FHC
148
First Heartland Consultants
Missouri
$289K +$43.1K +894 +18%
IWC
149
Integrated Wealth Concepts
Massachusetts
$280K +$270K +5,590 New
CW
150
CreativeOne Wealth
Kansas
$278K +$33.3K +691 +14%

RWO Hedge Fund Activity: Q1 2019 in Review

250 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2019, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.7M. The largest seller was HSBC Holdings, cutting an estimated $68.4M.

  • 250 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2019, up from 243 in Q4 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2019 was Tradewinds Capital Management, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2019 was HSBC Holdings, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2019.