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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
CL
151
CPWM LLC
Washington
$274K -$447K -9,660 -61%
MCM
152
MAI Capital Management
Ohio
$274K
CWM
153
Cornerstone Wealth Management
Missouri
$268K -$13.5M -290,822 -98%
ACP
154
Aveo Capital Partners
Colorado
$265K +$15.3K +331 +6%
Northern Trust
155
Northern Trust
Illinois
$248K +$36.7K +792 +16%
MI
156
Moneywise Inc
Virginia
$243K +$7.18K +155 +3%
FMC
157
First Merchants Corp
Indiana
$241K -$132K -2,850 -34%
EAM
158
Evanson Asset Management
California
$237K +$2.55K +55 +1%
HI
159
Hudock Inc
Pennsylvania
$233K +$31K +670 +15%
STA
160
Summit Trail Advisors
New York
$230K
UCFA
161
United Capital Financial Advisors
Texas
$222K -$2.78K -60 -1%
PA
162
PFG Advisors
Arizona
$218K -$21.2K -459 -9%
FHC
163
First Heartland Consultants
Missouri
$216K -$15.2K -328 -6%
CW
164
CreativeOne Wealth
Kansas
$215K +$225K +4,859 New
M&T Bank
165
M&T Bank
New York
$214K -$209K -4,519 -48%
SWP
166
Strategic Wealth Partners
Ohio
$211K +$16.9K +365 +9%
EWA
167
ERTS Wealth Advisors
Michigan
$210K +$220K +4,745 New
FA
168
FCG Advisors
New Jersey
$207K +$216K +4,674 New
CC
169
Courier Capital
New York
$202K
SWM
170
SigFig Wealth Management
California
$201K +$210K +4,541 New
JP Morgan Chase
171
JP Morgan Chase
New York
$197K +$81.4K +1,759 +65%
CFN
172
Cordasco Financial Network
Florida
$184K -$19.7K -426 -9%
CDIA
173
Capital Directions Investment Advisors
Georgia
$174K +$182K +3,930 New
CHP
174
Cable Hill Partners
Oregon
$172K -$53.1K -1,146 -23%
Citigroup
175
Citigroup
New York
$165K +$45.9K +991 +36%

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.