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State Street SPDR Dow Jones Global Real Estate ETF

233 hedge funds and large institutions have $1.61B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 58.35%62.18% (+3.8%)

2% less capital invested

Capital invested by funds: $1.64B → $1.61B (-$31.5M)

2% less funds holding

Funds holding: 237233 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
22
Increased
77
Reduced
91
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
176
Holistic Financial Partners
Indiana
$66K
GRP
177
Global Retirement Partners
California
$66K +$1.12K +24 +2%
FFW
178
Fusion Family Wealth
New York
$65K -$146K -3,134 -69%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$61K -$34.9K -748 -36%
VCM
180
Versant Capital Management
Arizona
$56K
AW
181
Alpha Windward
Massachusetts
$55K
CFA
182
Carroll Financial Associates
North Carolina
$50K -$14.6K -314 -22%
PGWM
183
Parisi Gray Wealth Management
New Jersey
$50K
SWM
184
SeaCrest Wealth Management
New York
$50K
AWA
185
Acorn Wealth Advisors
Michigan
$49K -$2K -43 -4%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$49K -$1.26K -27 -2%
CFD
187
Creative Financial Designs
Indiana
$48K -$145K -3,105 -75%
AIM
188
Advantage Investment Management
Iowa
$45K -$4.33K -93 -9%
GWM
189
Geneos Wealth Management
Colorado
$44K -$15.8K -340 -26%
PCG
190
Private Capital Group
Connecticut
$41K +$10.1K +216 +32%
PS
191
Portfolio Solutions
Michigan
$40K -$113K -2,435 -74%
SEI Investments
192
SEI Investments
Pennsylvania
$38K +$26.2K +562 +225%
OFW
193
Omnia Family Wealth
Florida
$37K
HT
194
Heritage Trust
Oklahoma
$36K
WCM
195
Whitener Capital Management
North Carolina
$35K
FA
196
Fortis Advisors
Pennsylvania
$34K +$27.1K +581 +390%
IWM
197
IHT Wealth Management
Illinois
$33K +$47 +1 +0.1%
1IA
198
1834 Investment Advisors
Wisconsin
$30K
Bessemer Group
199
Bessemer Group
New Jersey
$28K +$28.3K +608 New
MOS
200
MGO One Seven
Ohio
$27K

RWO Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2018, worth a combined $1.61B — down 1.9% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RWO and 22 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 77 added.

The largest buyer was HSBC Holdings, adding an estimated $89.3M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 233 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2018, down from 237 in Q4 2017.
  • Funds reported $1.61B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2018 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2018 was HSBC Holdings, an estimated $89.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2018 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2018.