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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Fortis Advisors
Pennsylvania
$109K -$69.7K -1,373 -39%
GWM
177
Geneos Wealth Management
Colorado
$91K
ASN
178
Advisory Services Network
Georgia
$86K
QCMC
179
Quantum Capital Management (California)
California
$85K +$83.6K +1,646 New
APA
180
American Portfolios Advisors
New York
$78.4K +$4.01K +79 +6%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$78K +$203 +4 +0.3%
CAL
182
Capital Analysts LLC
Pennsylvania
$71K +$23.7K +467 +51%
VCM
183
Versant Capital Management
Arizona
$63K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$62K
AW
185
Alpha Windward
Massachusetts
$60K
GSWM
186
Golden State Wealth Management
California
$59K +$19K +374 +49%
JP Morgan Chase
187
JP Morgan Chase
New York
$56K
CFD
188
Creative Financial Designs
Indiana
$55K +$457 +9 +0.8%
CAC
189
Certified Advisory Corp
Florida
$47K
TWA
190
TCI Wealth Advisors
Arizona
$47K +$37.1K +730 +435%
PCG
191
Private Capital Group
Connecticut
$46K
CFGS
192
Concourse Financial Group Securities
Alabama
$44K -$451K -8,876 -91%
RBC
193
Roble Belko & Company
Pennsylvania
$42K -$28.3K -558 -41%
WCM
194
Whitener Capital Management
North Carolina
$39K
EIP
195
Ellis Investment Partners
Pennsylvania
$37K +$152 +3 +0.4%
GT
196
Glenmede Trust
Pennsylvania
$36.7K -$2.86M -56,381 -7%
IWMA
197
Ironwood Wealth Management (Arizona)
Arizona
$36K -$96.6K -1,903 -73%
DP
198
Denver PWM
Colorado
$26.8K +$26.5K +521 New
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$711 -14 -3%
LFG
200
LifePlan Financial Group
Ohio
$22K -$49.4K -972 -70%

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.