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State Street SPDR Dow Jones Global Real Estate ETF

249 hedge funds and large institutions have $1.33B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

3.12% more ownership

Funds ownership: 57.16%60.28% (+3.1%)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$53.4M)

0% less funds holding

Funds holding: 250249 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

Holders
249
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
28
Increased
69
Reduced
99
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
151
First Heartland Consultants
Missouri
$288K
RCAG
152
Rehmann Capital Advisory Group
Michigan
$279K +$18.6K +373 +7%
WB
153
WesBanco Bank
West Virginia
$276K -$146K -2,929 -35%
MI
154
Moneywise Inc
Virginia
$263K +$22.6K +452 +9%
PA
155
PFG Advisors
Arizona
$256K +$44.5K +890 +21%
HI
156
Hudock Inc
Pennsylvania
$249K
AA
157
Advisory Alpha
Michigan
$244K +$3.1K +62 +1%
NFG
158
Next Financial Group
Texas
$242K +$236K +4,722 +3,808%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$240K
EAM
160
Evanson Asset Management
California
$237K -$23.9K -478 -9%
FA
161
FCG Advisors
New Jersey
$236K +$2.15K +43 +0.9%
FVWA
162
Foster Victor Wealth Advisors
South Carolina
$234K +$229K +4,592 New
VF
163
Virtu Financial
New York
$230K +$230K +4,607 New
CC
164
Courier Capital
New York
$228K
CIC
165
Carnegie Investment Counsel
Ohio
$223K +$223K +4,471 New
SWM
166
SigFig Wealth Management
California
$219K -$10.6K -213 -5%
BWP
167
Bernardo Wealth Planning
Pennsylvania
$215K
CFN
168
Cordasco Financial Network
Florida
$214K +$7.34K +147 +4%
CA
169
Continuum Advisory
Idaho
$212K -$16.3K -326 -7%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$210K -$86.8K -1,738 -29%
IWC
171
Integrated Wealth Concepts
Massachusetts
$210K +$21.1K +423 +8%
M&T Bank
172
M&T Bank
New York
$201K -$48.4K -969 -19%
CDIA
173
Capital Directions Investment Advisors
Georgia
$196K
MM
174
Main Management
California
$195K +$195K +3,909 New
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$190K +$190K +3,806 New

RWO Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2019, worth a combined $1.33B — up 4.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWO positions and 25 closed out — a net gain of 3 holders — while 69 added to existing stakes and 99 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $42.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.1M.

  • 249 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2019, down from 250 in Q1 2019.
  • Funds reported $1.33B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2019 and 25 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2019 was HSBC Holdings, an estimated $42.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2019 was Tradewinds Capital Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.