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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
126
Klingman & Associates
New York
$411K
CWA
127
Clarus Wealth Advisors
Arizona
$399K +$28.5K +562 +8%
TC
128
Telemus Capital
Michigan
$395K -$508 -10 -0.1%
CA
129
Cetera Advisors
Colorado
$374K +$18.6K +367 +5%
VF
130
Virtu Financial
New York
$357K +$116K +2,284 +50%
MGIA
131
Moneta Group Investment Advisors
Missouri
$351K -$18.6K -366 -5%
DI
132
DFPG Investments
Utah
$350K -$30.8K -607 -8%
SWP
133
Stratos Wealth Partners
Ohio
$344K -$50.9K -1,002 -13%
BFG
134
Barber Financial Group
Kansas
$341K -$50.3K -990 -13%
EWM
135
Empirical Wealth Management
Washington
$339K +$15.7K +309 +5%
FA
136
FDx Advisors
Illinois
$336K -$199K -3,924 -38%
P
137
Pitcairn
Pennsylvania
$325K
CL
138
CPWM LLC
Washington
$322K
AIS
139
Accurate Investment Solutions
Pennsylvania
$321K +$2.18K +43 +0.7%
AWM
140
Affinity Wealth Management
Delaware
$319K -$15.1K -298 -5%
ACP
141
Aveo Capital Partners
Colorado
$317K +$7.82K +154 +3%
CWM
142
Cornerstone Wealth Management
Missouri
$316K
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$315K -$21.3K -420 -6%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$308K +$7.11K +140 +2%
FHC
145
First Heartland Consultants
Missouri
$299K +$51 +1 +0%
Creative Planning
146
Creative Planning
Kansas
$291K -$18.5K -364 -6%
BCM
147
Boltwood Capital Management
California
$288K -$21.8K -430 -7%
MI
148
Moneywise Inc
Virginia
$271K -$1.63K -32 -0.6%
RJT
149
Raymond James Trust
Florida
$267K -$87.9K -1,732 -25%
UCFA
150
United Capital Financial Advisors
Texas
$261K -$184K -3,621 -42%

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.