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State Street SPDR Dow Jones Global Real Estate ETF

238 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 234238 (+4)

0.77% more ownership

Funds ownership: 55.09%55.86% (+0.77%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.78M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
24
Increased
82
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$57K
FA
177
Fortis Advisors
Pennsylvania
$53K -$7.16K -148 -12%
PGWM
178
Parisi Gray Wealth Management
New Jersey
$52K
CFG
179
Citizens Financial Group
Rhode Island
$52K +$53.2K +1,100 New
GRP
180
Global Retirement Partners
California
$51K
CFD
181
Creative Financial Designs
Indiana
$51K +$532 +11 +1%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$49K -$1.55K -32 -3%
CFGS
183
Concourse Financial Group Securities
Alabama
$46K +$46.6K +963 New
WA
184
WP Advisors
California
$44K
PCG
185
Private Capital Group
Connecticut
$42K
GP
186
Girard Partners
Pennsylvania
$40K +$41.1K +850 New
Fidelity Investments
187
Fidelity Investments
Massachusetts
$39K +$39.8K +822 New
OFW
188
Omnia Family Wealth
Florida
$38K
HT
189
Heritage Trust
Oklahoma
$37K
WCM
190
Whitener Capital Management
North Carolina
$36K +$36.7K +759 New
TFA
191
Transamerica Financial Advisors
Florida
$35K -$277K -5,729 -89%
CPIG
192
Chicago Partners Investment Group
Illinois
$33K +$19.9K +411 +139%
1IA
193
1834 Investment Advisors
Wisconsin
$31K
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$30K -$24.4K -505 -44%
CFA
195
Carroll Financial Associates
North Carolina
$30K
SFM
196
Signet Financial Management
New Jersey
$24K -$5.08K -105 -17%
IP
197
Intellectus Partners
California
$24K
LWCFA
198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
CJA
199
C-J Advisory
California
$23K -$4M -82,645 -99%
JA
200
JOYN Advisors
Georgia
$23K

RWO Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2018, worth a combined $1.27B — down 0.76% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWO positions and 17 closed out — a net gain of 7 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $16M. The largest seller was HSBC Holdings, cutting an estimated $13.9M.

  • 238 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2018, up from 234 in Q2 2018.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2018, down 0.76% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2018 and 17 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2018 was Sequoia Financial Advisors, an estimated $16M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2018 was HSBC Holdings, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.