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State Street SPDR Dow Jones Global Real Estate ETF

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: 199237 (+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: 1412 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Evanson Asset Management
California
$255K -$58.8K -1,218 -19%
APP
152
Avantax Planning Partners
Iowa
$248K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$247K +$94.5K +1,958 +63%
HighTower Advisors
154
HighTower Advisors
Illinois
$243K -$102K -2,115 -30%
Creative Planning
155
Creative Planning
Kansas
$241K -$772 -16 -0.3%
CFN
156
Cordasco Financial Network
Florida
$241K +$10.3K +214 +5%
Stifel Financial
157
Stifel Financial
Missouri
$240K +$9.07K +188 +4%
HI
158
Hudock Inc
Pennsylvania
$236K -$14.9M -307,870 -98%
RA
159
RFG Advisory
Alabama
$232K +$229K +4,745 New
MI
160
Moneywise Inc
Virginia
$225K +$8.25K +171 +4%
FFW
161
Fusion Family Wealth
New York
$222K -$139K -2,890 -39%
US Bancorp
162
US Bancorp
Minnesota
$217K +$36.9K +765 +21%
HFS
163
HL Financial Services
Kentucky
$215K +$212K +4,402 New
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$207K +$205K +4,240 New
CFD
165
Creative Financial Designs
Indiana
$203K -$233K -4,832 -54%
PS
166
Portfolio Solutions
Michigan
$161K -$127K -2,626 -44%
BlackRock
167
BlackRock
New York
$152K -$4.44K -92 -3%
SWP
168
Strategic Wealth Partners
Ohio
$147K +$145K +3,013 New
WIM
169
Westside Investment Management
California
$139K
JP Morgan Chase
170
JP Morgan Chase
New York
$136K +$135K +2,789 New
Citigroup
171
Citigroup
New York
$126K -$5.94K -123 -5%
IFA
172
Interactive Financial Advisors
Illinois
$114K +$113K +2,341 New
AC
173
Avestar Capital
New York
$102K +$101K +2,090 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$101K -$6.42K -133 -6%
LYV
175
Live Your Vision
Pennsylvania
$84K +$1.01K +21 +1%

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.