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State Street SPDR Dow Jones Global Real Estate ETF

234 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 77

0% more funds holding

Funds holding: 233234 (+1)

7.09% less ownership

Funds ownership: 62.18%55.09% (-7.1%)

20% less capital invested

Capital invested by funds: $1.61B → $1.28B (-$328M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.36%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
25
Increased
89
Reduced
77
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
176
American Portfolios Advisors
New York
$72.7K +$1.08K +23 +2%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$70K +$6.51K +138 +10%
FFW
178
Fusion Family Wealth
New York
$68K
FA
179
Fortis Advisors
Pennsylvania
$61K +$24.9K +529 +72%
VCM
180
Versant Capital Management
Arizona
$58K
AW
181
Alpha Windward
Massachusetts
$58K +$47 +1 +0.1%
GWM
182
Geneos Wealth Management
Colorado
$56K +$10.1K +215 +22%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$55K +$30.2K +640 +128%
PGWM
184
Parisi Gray Wealth Management
New Jersey
$54K
GRP
185
Global Retirement Partners
California
$52K -$16.3K -345 -24%
SWM
186
SeaCrest Wealth Management
New York
$52K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$51K
CFD
188
Creative Financial Designs
Indiana
$51K +$519 +11 +1%
AWA
189
Acorn Wealth Advisors
Michigan
$50K +$47 +1 +0.1%
WA
190
WP Advisors
California
$44K +$43.3K +918 New
PCG
191
Private Capital Group
Connecticut
$42K
SEI Investments
192
SEI Investments
Pennsylvania
$42K +$2.92K +62 +8%
OFW
193
Omnia Family Wealth
Florida
$38K
HT
194
Heritage Trust
Oklahoma
$37K
CFA
195
Carroll Financial Associates
North Carolina
$31K -$21K -446 -41%
1IA
196
1834 Investment Advisors
Wisconsin
$31K
SFM
197
Signet Financial Management
New Jersey
$29K +$17.3K +367 +153%
IP
198
Intellectus Partners
California
$24K
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
JA
200
JOYN Advisors
Georgia
$23K +$22.4K +475 New

RWO Hedge Fund Activity: Q2 2018 in Review

234 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2018, worth a combined $1.28B — down 20% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 21 closed out — a net gain of 4 holders — while 89 added to existing stakes and 77 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $294M.

  • 234 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2018, up from 233 in Q1 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2018, down 20% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2018 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.8M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2018 was Wells Fargo, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2018.