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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
GT
201
Glenmede Trust
Pennsylvania
$34.4K +$752K +16,247 +2%
WCM
202
Whitener Capital Management
North Carolina
$33K
1IA
203
1834 Investment Advisors
Wisconsin
$29K
CFA
204
Carroll Financial Associates
North Carolina
$29K
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$28K +$231 +5 +0.8%
MOS
206
MGO One Seven
Ohio
$25K +$26.7K +576 New
LWCFA
207
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
JA
208
JOYN Advisors
Georgia
$21K
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$5.28K +114 +31%
HT
210
Heritage Trust
Oklahoma
$17K -$17.9K -387 -50%
CJA
211
C-J Advisory
California
$15K -$6.71K -145 -30%
CH
212
Canton Hathaway
Rhode Island
$13K
GTAM
213
Global Trust Asset Management
Florida
$13K
AIM
214
Advantage Investment Management
Iowa
$12K +$231 +5 +2%
TWA
215
TCI Wealth Advisors
Arizona
$9K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$7K -$30.1K -651 -79%
BWM
217
Baystate Wealth Management
Massachusetts
$7K +$93 +2 +1%
RCG
218
Ruggie Capital Group
Florida
$6K +$6.53K +141 New
BFC
219
Bedel Financial Consulting
Indiana
$5K -$1.25K -27 -19%
FRA
220
Front Row Advisors
California
$5K
JCM
221
Jacobi Capital Management
Pennsylvania
$5K
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$5K
CAC
223
Certified Advisory Corp
Florida
$5K +$93 +2 +2%
GWMIA
224
Global Wealth Management Investment Advisory
Florida
$5K +$4.86K +105 New
Fidelity International
225
Fidelity International
Bermuda
$4K

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.