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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Hudock Inc
Pennsylvania
$261K +$1.57K +31 +0.6%
IWC
152
Integrated Wealth Concepts
Massachusetts
$255K -$55.5K -1,092 -18%
CA
153
Continuum Advisory
Idaho
$251K +$31.5K +621 +15%
FA
154
FCG Advisors
New Jersey
$248K +$1.93K +38 +0.8%
IP
155
Investment Partners
Ohio
$242K -$75.2K -1,481 -24%
EAM
156
Evanson Asset Management
California
$238K -$8.79K -173 -4%
CC
157
Courier Capital
New York
$237K
NFG
158
Next Financial Group
Texas
$235K -$16.2K -319 -7%
CIC
159
Carnegie Investment Counsel
Ohio
$232K +$51 +1 +0%
PA
160
PFG Advisors
Arizona
$225K -$38.4K -756 -15%
BWP
161
Bernardo Wealth Planning
Pennsylvania
$218K -$5.54K -109 -3%
CFN
162
Cordasco Financial Network
Florida
$216K -$5.79K -114 -3%
AA
163
Advisory Alpha
Michigan
$214K -$38.2K -752 -15%
CDIA
164
Capital Directions Investment Advisors
Georgia
$204K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$190K -$57.9K -1,140 -24%
TCM
166
Tradewinds Capital Management
Washington
$180K +$168K +3,309 +2,005%
Deutsche Bank
167
Deutsche Bank
Germany
$168K +$165K +3,256 New
Citigroup
168
Citigroup
New York
$159K -$2.89K -57 -2%
AIC
169
Ameritas Investment Company
Nebraska
$128K +$123K +2,426 New
FCB
170
First Command Bank
Texas
$124K
FCFS
171
First Command Financial Services
Texas
$124K
IFA
172
Interactive Financial Advisors
Illinois
$123K +$5.03K +99 +4%
IBOK
173
Independence Bank of Kentucky
Kentucky
$123K +$118K +2,320 +3,867%
BlackRock
174
BlackRock
New York
$118K
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$110K -$85.4K -1,682 -44%

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.