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State Street SPDR Dow Jones Global Real Estate ETF

249 hedge funds and large institutions have $1.33B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

3.12% more ownership

Funds ownership: 57.16%60.28% (+3.1%)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$53.4M)

0% less funds holding

Funds holding: 250249 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

Holders
249
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
28
Increased
69
Reduced
99
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
201
Glenmede Trust
Pennsylvania
$38.1K -$153K -3,063 -0.4%
GSWM
202
Golden State Wealth Management
California
$38K -$4.35K -87 -10%
WCM
203
Whitener Capital Management
North Carolina
$37K
EIP
204
Ellis Investment Partners
Pennsylvania
$36K +$36.1K +723 New
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.3K +$33.4K +668 New
BFEC
206
Benjamin F. Edwards & Company
Missouri
$25K -$17.2K -345 -40%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$1.8K -36 -7%
SSW
208
Smith Shellnut Wilson
Mississippi
$21K
GI
209
Gradient Investments
Minnesota
$18K -$3.35K -67 -15%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$18K +$10.6K +213 +147%
CJA
211
C-J Advisory
California
$17K
GTAM
212
Global Trust Asset Management
Florida
$16K
TC
213
Truvestments Capital
Florida
$16K
RIA
214
Realta Investment Advisors
Delaware
$16K +$17.1K +342 New
TFGT
215
TS Financial Group (TSFG)
Illinois
$15K
MWM
216
Merriman Wealth Management
Washington
$14.3K -$34.4K -688 -2%
AIM
217
Advantage Investment Management
Iowa
$14K
CFA
218
Carroll Financial Associates
North Carolina
$13K
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$12K -$1.8K -36 -13%
ESB
220
Essex Savings Bank
Connecticut
$11K +$10.7K +215 New
SCA
221
Stonebridge Capital Advisors
Minnesota
$11K +$11.1K +222 New
HS
222
Horan Securities
United States
$9K +$9.39K +188 New
TCM
223
Tradewinds Capital Management
Washington
$8K -$13.1M -263,012 -100%
GRP
224
Global Retirement Partners
California
$8K -$30.9K -618 -80%
TWA
225
TCI Wealth Advisors
Arizona
$8K

RWO Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2019, worth a combined $1.33B — up 4.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWO positions and 25 closed out — a net gain of 3 holders — while 69 added to existing stakes and 99 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $42.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.1M.

  • 249 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2019, down from 250 in Q1 2019.
  • Funds reported $1.33B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2019 and 25 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2019 was HSBC Holdings, an estimated $42.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2019 was Tradewinds Capital Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.