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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
DSI
201
Daiwa SB Investments
Japan
$40K +$38.1K +790 New
GRP
202
Global Retirement Partners
California
$39K -$14.5K -300 -28%
GT
203
Glenmede Trust
Pennsylvania
$38.4K -$557K -11,557 -1%
WCM
204
Whitener Capital Management
North Carolina
$37K
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$579 +12 +3%
GI
206
Gradient Investments
Minnesota
$22K -$679K -14,072 -97%
SSW
207
Smith Shellnut Wilson
Mississippi
$21K +$20.7K +429 New
CJA
208
C-J Advisory
California
$17K -$482 -10 -3%
GTAM
209
Global Trust Asset Management
Florida
$16K +$1.45K +30 +10%
TC
210
Truvestments Capital
Florida
$16K +$15K +311 New
CH
211
Canton Hathaway
Rhode Island
$15K
TFGT
212
TS Financial Group (TSFG)
Illinois
$15K +$14.3K +296 New
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$14K -$17.8K -370 -58%
AIM
214
Advantage Investment Management
Iowa
$14K
CFA
215
Carroll Financial Associates
North Carolina
$13K -$18.1K -376 -58%
TWA
216
TCI Wealth Advisors
Arizona
$8K -$1.54K -32 -16%
CF
217
Centaurus Financial
California
$7.08K -$33.9K -702 -66%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$7K -$1.25K -26 -15%
NFG
219
Next Financial Group
Texas
$6K -$293K -6,084 -98%
BFC
220
Bedel Financial Consulting
Indiana
$6K
CAC
221
Certified Advisory Corp
Florida
$6K
JCM
222
Jacobi Capital Management
Pennsylvania
$6K
NFH
223
NEXT Financial Holdings
Texas
$6K +$5.98K +124 New
FRA
224
Front Row Advisors
California
$5K
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$5K

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.