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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
Gradient Investments
Minnesota
$19K
CJA
202
C-J Advisory
California
$17K
GTAM
203
Global Trust Asset Management
Florida
$17K +$51 +1 +0.3%
TC
204
Truvestments Capital
Florida
$16K
TFGT
205
TS Financial Group (TSFG)
Illinois
$15K
CFA
206
Carroll Financial Associates
North Carolina
$14K
AIM
207
Advantage Investment Management
Iowa
$13K -$965 -19 -7%
SCA
208
Stonebridge Capital Advisors
Minnesota
$12K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$10K -$2.44K -48 -20%
ACA
210
Aptus Capital Advisors
Alabama
$10K +$10.1K +199 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$9K -$9.34K -184 -51%
NCM
212
Next Capital Management
New York
$8K +$8.02K +158 New
GRP
213
Global Retirement Partners
California
$7K -$1.57K -31 -19%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$6K -$19.8K -390 -76%
TRCT
215
Tower Research Capital (TRC)
New York
$6K -$1.37K -27 -19%
BFC
216
Bedel Financial Consulting
Indiana
$6K -$51 -1 -0.9%
JCM
217
Jacobi Capital Management
Pennsylvania
$6K
JFA
218
JNBA Financial Advisors
Minnesota
$6K
FRA
219
Front Row Advisors
California
$5K
PGAM
220
Princeton Global Asset Management
New Jersey
$5K +$4.52K +89 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$5K +$5.08K +100 New
UBS AM
222
UBS AM
Illinois
$4.88K
RIA
223
Realta Investment Advisors
Delaware
$4K -$13.2K -259 -76%
PA
224
Parallel Advisors
California
$4K
WEC
225
Winslow Evans & Crocker
Massachusetts
$4K

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.