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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
CWSR
201
Chessman Wealth Strategies RIA
Texas
$22K +$22.7K +468 New
WC
202
Whitnell & Co
Illinois
$18K +$18.3K +378 New
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$17.5K +362 New
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$16K +$145 +3 +0.9%
CH
205
Canton Hathaway
Rhode Island
$15K +$14.8K +305 New
GTAM
206
Global Trust Asset Management
Florida
$14K
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$14K
AIM
208
Advantage Investment Management
Iowa
$13K -$6.92K -143 -35%
KJWM
209
Kiley Juergens Wealth Management
Washington
$13K
TWA
210
TCI Wealth Advisors
Arizona
$10K -$2.03K -42 -17%
SWMG
211
Signature Wealth Management Group
Georgia
$10K +$145 +3 +1%
UBS AM
212
UBS AM
Illinois
$9.7K
AF
213
Allworth Financial
California
$8K +$7.7K +159 New
BWM
214
Baystate Wealth Management
Massachusetts
$7K
OBWP
215
O'Brien Wealth Partners
Massachusetts
$7K
JCM
216
Jacobi Capital Management
Pennsylvania
$6K
NFG
217
Next Financial Group
Texas
$6K +$5.86K +121 New
BFC
218
Bedel Financial Consulting
Indiana
$6K +$6.73K +139 New
CAC
219
Certified Advisory Corp
Florida
$5K +$48 +1 +0.9%
Fidelity International
220
Fidelity International
Bermuda
$5K +$4.84K +100 New
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$5K +$5.18K +107 New
PA
222
Parallel Advisors
California
$4K
WEC
223
Winslow Evans & Crocker
Massachusetts
$4K
NWM
224
Northwest Wealth Management
Iowa
$4K +$1.74K +36 +72%
ADL
225
Asset Dedication LLC
California
$3K +$48 +1 +2%

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.