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State Street SPDR Dow Jones Global Real Estate ETF

250 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$100M)

3% more funds holding

Funds holding: 243250 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.42% less ownership

Funds ownership: 58.58%57.16% (-1.4%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
72
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$131K -$53.9K -1,117 -30%
AIC
177
Ameritas Investment Company
Nebraska
$127K +$17.7K +367 +17%
FNC
178
First National Corp
Massachusetts
$126K +$13.8K +287 +13%
FCB
179
First Command Bank
Texas
$120K
FCFS
180
First Command Financial Services
Texas
$120K
BlackRock
181
BlackRock
New York
$114K -$19.9K -413 -15%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$93K +$3.67K +76 +4%
BA
183
Belvedere Advisors
California
$92K +$89.4K +1,854 New
JP Morgan Chase
184
JP Morgan Chase
New York
$91K -$127K -2,638 -59%
SWM
185
SeaCrest Wealth Management
New York
$82K -$7.76K -161 -9%
VFA
186
Valeo Financial Advisors
Indiana
$81K +$386 +8 +0.5%
LFG
187
LifePlan Financial Group
Ohio
$77K -$32.6K -677 -31%
APA
188
American Portfolios Advisors
New York
$70K -$4.34K -90 -6%
RBC
189
Roble Belko & Company
Pennsylvania
$69K +$66.4K +1,376 New
GWM
190
Geneos Wealth Management
Colorado
$63K -$26.1K -541 -30%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$62K -$256K -5,308 -82%
VCM
192
Versant Capital Management
Arizona
$60K
AW
193
Alpha Windward
Massachusetts
$58K -$2.12K -44 -4%
PGWM
194
Parisi Gray Wealth Management
New Jersey
$55K
CFD
195
Creative Financial Designs
Indiana
$54K +$241 +5 +0.5%
FA
196
Fortis Advisors
Pennsylvania
$53K -$289 -6 -0.6%
PCG
197
Private Capital Group
Connecticut
$44K
BFEC
198
Benjamin F. Edwards & Company
Missouri
$43K -$5.59K -116 -12%
GSWM
199
Golden State Wealth Management
California
$43K +$41K +851 New
OFW
200
Omnia Family Wealth
Florida
$40K

RWO Hedge Fund Activity: Q1 2019 in Review

250 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2019, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.7M. The largest seller was HSBC Holdings, cutting an estimated $68.4M.

  • 250 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2019, up from 243 in Q4 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2019 was Tradewinds Capital Management, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2019 was HSBC Holdings, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2019.