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State Street SPDR Dow Jones Global Real Estate ETF

237 hedge funds and large institutions have $1.64B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

19% more funds holding

Funds holding: 199237 (+38)

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $1.63B → $1.64B (+$13.6M)

2.44% less ownership

Funds ownership: 60.79%58.35% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
237
Holders Change
+38
Holders Change %
+19.1%
% of All Funds
5.38%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
58
Increased
78
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
201
San Francisco Sentry Investment Group
California
$23K -$31.9K -660 -58%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$22K
GAM
203
Gemmer Asset Management
California
$22K +$21.5K +445 New
ADL
204
Asset Dedication LLC
California
$17K +$15K +310 +886%
CAL
205
Capital Analysts LLC
Pennsylvania
$16K
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$16K +$13.9K +288 +640%
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$14K
TWA
208
TCI Wealth Advisors
Arizona
$14K +$13.5K +280 New
KJWM
209
Kiley Juergens Wealth Management
Washington
$13K +$13.6K +282 New
AssetMark Inc
210
AssetMark Inc
California
$12K
SEI Investments
211
SEI Investments
Pennsylvania
$12K
UBS AM
212
UBS AM
Illinois
$9.97K -$48 -1 -0.5%
RFM
213
Royal Fund Management
Florida
$8K +$8.11K +168 New
GTAM
214
Global Trust Asset Management
Florida
$7K +$6.51K +135 New
RFC
215
Regions Financial Corp
Alabama
$7K +$6.8K +141 New
FA
216
Fortis Advisors
Pennsylvania
$7K +$7.19K +149 New
TFA
217
Transamerica Financial Advisors
Florida
$6K -$7.14K -148 -56%
AFNAS
218
American Financial Network Advisory Services
California
$6K
JCM
219
Jacobi Capital Management
Pennsylvania
$6K
SWMG
220
Signature Wealth Management Group
Georgia
$6K +$5.45K +113 New
ASN
221
Advisory Services Network
Georgia
$5K
FRA
222
Front Row Advisors
California
$5K +$4.97K +103 New
CAC
223
Certified Advisory Corp
Florida
$5K +$5.07K +105 New
NC
224
NewSquare Capital
Pennsylvania
$4K -$10.6K -220 -72%
AWM
225
AllSquare Wealth Management
New York
$4K

RWO Hedge Fund Activity: Q4 2017 in Review

237 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2017, worth a combined $1.64B — up 0.83% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RWO positions and 17 closed out — a net gain of 41 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Raymond James & Associates, cutting an estimated $30M.

  • 237 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2017, up from 199 in Q3 2017.
  • Funds reported $1.64B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2017 and 17 closed out, a net change of +41 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2017 was State Street, an estimated $21M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2017 was Raymond James & Associates, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.