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State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.18B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.71% more ownership

Funds ownership: 55.86%58.58% (+2.7%)

2% more funds holding

Funds holding: 238243 (+5)

8% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$99.6M)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

Holders
243
Holders Change
+5
Holders Change %
+2.1%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
48
Increased
68
Reduced
83
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
176
Bremer Trust National Association
Minnesota
$135K +$141K +3,040 New
WIM
177
Westside Investment Management
California
$121K
BlackRock
178
BlackRock
New York
$119K -$2.5K -54 -2%
LYV
179
Live Your Vision
Pennsylvania
$112K +$16.5K +356 +17%
FCB
180
First Command Bank
Texas
$105K -$650K -14,051 -85%
FCFS
181
First Command Financial Services
Texas
$105K -$650K -14,051 -85%
MWA
182
Meridian Wealth Advisors
Texas
$104K +$109K +2,358 New
FNC
183
First National Corp
Massachusetts
$99K +$103K +2,230 New
LFG
184
LifePlan Financial Group
Ohio
$98K
AIC
185
Ameritas Investment Company
Nebraska
$96K +$100K +2,168 New
SWM
186
SeaCrest Wealth Management
New York
$80K +$3.52K +76 +4%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$79K -$54K -1,166 -40%
GWM
188
Geneos Wealth Management
Colorado
$79K -$15.6K -338 -16%
VFA
189
Valeo Financial Advisors
Indiana
$72K -$38K -820 -34%
APA
190
American Portfolios Advisors
New York
$65.9K
FFW
191
Fusion Family Wealth
New York
$61K
AW
192
Alpha Windward
Massachusetts
$53K -$231 -5 -0.4%
VCM
193
Versant Capital Management
Arizona
$53K
GRP
194
Global Retirement Partners
California
$48K
PGWM
195
Parisi Gray Wealth Management
New Jersey
$48K
CFD
196
Creative Financial Designs
Indiana
$48K +$556 +12 +1%
FA
197
Fortis Advisors
Pennsylvania
$47K -$2.55K -55 -5%
BFEC
198
Benjamin F. Edwards & Company
Missouri
$43K -$131K -2,824 -74%
PCG
199
Private Capital Group
Connecticut
$39K
OFW
200
Omnia Family Wealth
Florida
$35K

RWO Hedge Fund Activity: Q4 2018 in Review

243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2018, worth a combined $1.18B — down 7.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RWO positions and 39 closed out — a net gain of 9 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $67.9M. The largest seller was Goldman Sachs, cutting an estimated $35.6M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2018, up from 238 in Q3 2018.
  • Funds reported $1.18B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2018, down 7.8% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2018 and 39 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2018 was HSBC Holdings, an estimated $67.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2018 was Goldman Sachs, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2018.