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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
HI
151
Hudock Inc
Pennsylvania
$219K -$5.32K -110 -2%
Deutsche Bank
152
Deutsche Bank
Germany
$219K
CC
153
Courier Capital
New York
$218K -$6.58K -136 -3%
CFN
154
Cordasco Financial Network
Florida
$218K +$387 +8 +0.2%
SPIA
155
Steward Partners Investment Advisory
New York
$212K -$1.21K -25 -0.6%
SWP
156
Strategic Wealth Partners
Ohio
$196K -$14.8K -306 -7%
IFA
157
Interactive Financial Advisors
Illinois
$196K +$47.6K +984 +31%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$181K -$345K -7,118 -65%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$140K -$69.4K -1,433 -33%
BlackRock
160
BlackRock
New York
$131K -$387 -8 -0.3%
Citigroup
161
Citigroup
New York
$130K -$2.52K -52 -2%
WIM
162
Westside Investment Management
California
$129K
JP Morgan Chase
163
JP Morgan Chase
New York
$128K +$194 +4 +0.1%
TC
164
Truvestments Capital
Florida
$113K +$115K +2,374 New
VFA
165
Valeo Financial Advisors
Indiana
$112K +$14.5K +300 +14%
LFG
166
LifePlan Financial Group
Ohio
$105K
GWM
167
Geneos Wealth Management
Colorado
$101K +$46.6K +963 +82%
LYV
168
Live Your Vision
Pennsylvania
$99K +$5.81K +120 +6%
APP
169
Avantax Planning Partners
Iowa
$99K +$101K +2,081 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$82K +$13K +268 +18%
SWM
171
SeaCrest Wealth Management
New York
$82K +$31.5K +650 +61%
APA
172
American Portfolios Advisors
New York
$70.8K -$1.11K -23 -2%
CI
173
CX Institutional
Indiana
$66K +$67.3K +1,391 New
FFW
174
Fusion Family Wealth
New York
$65K -$1.94K -40 -3%
AW
175
Alpha Windward
Massachusetts
$57K -$48 -1 -0.1%

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.