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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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$274K -$248K -5,150 -48%
EAM
152
Evanson Asset Management
California
$262K -$5.59K -116 -2%
UCFA
153
United Capital Financial Advisors
Texas
$261K +$9.69K +201 +4%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$261K -$457K -9,480 -65%
HI
155
Hudock Inc
Pennsylvania
$250K -$13.2K -274 -5%
M&T Bank
156
M&T Bank
New York
$250K +$7.23K +150 +3%
Principal Financial Group
157
Principal Financial Group
Iowa
$247K -$307K -6,358 -56%
MA
158
Mutual Advisors
Nebraska
$241K +$232K +4,814 New
AA
159
Advisory Alpha
Michigan
$240K +$232K +4,816 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$240K -$350K -7,248 -60%
FA
161
FCG Advisors
New Jersey
$235K +$1.01K +21 +0.4%
CA
162
Continuum Advisory
Idaho
$230K -$84.3K -1,748 -28%
SWM
163
SigFig Wealth Management
California
$230K +$2.75K +57 +1%
CC
164
Courier Capital
New York
$229K
MI
165
Moneywise Inc
Virginia
$223K -$32.8K -681 -12%
BWP
166
Bernardo Wealth Planning
Pennsylvania
$216K +$208K +4,317 New
Stifel Financial
167
Stifel Financial
Missouri
$208K -$99.9K -2,072 -33%
PA
168
PFG Advisors
Arizona
$208K -$12.7K -264 -6%
CFN
169
Cordasco Financial Network
Florida
$207K -$916 -19 -0.5%
CDIA
170
Capital Directions Investment Advisors
Georgia
$197K
BWA
171
BDO Wealth Advisors
Florida
$187K -$671K -13,917 -79%
CHP
172
Cable Hill Partners
Oregon
$173K -$20.2K -419 -11%
LYV
173
Live Your Vision
Pennsylvania
$158K +$37.8K +783 +32%
BBNA
174
Bremer Bank National Association
Minnesota
$151K +$147K +3,040 New
IFA
175
Interactive Financial Advisors
Illinois
$136K +$131K +2,713 New

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.