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State Street SPDR Dow Jones Global Real Estate ETF

237 hedge funds and large institutions have $1.64B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

19% more funds holding

Funds holding: 199237 (+38)

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $1.63B → $1.64B (+$13.6M)

2.44% less ownership

Funds ownership: 60.79%58.35% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
237
Holders Change
+38
Holders Change %
+19.1%
% of All Funds
5.38%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
58
Increased
78
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$504M +$8.13M +168,399 +2%
Goldman Sachs
2
Goldman Sachs
New York
$275M -$743K -15,401 -0.3%
State Street
3
State Street
Massachusetts
$106M +$21M +435,005 +25%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$76.4M +$13.2M +273,093 +21%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$67M +$1.72M +35,602 +3%
SFA
6
Sequoia Financial Advisors
Ohio
$56.9M +$14.6M +302,232 +35%
GT
7
Glenmede Trust
Pennsylvania
$41.5M -$5.29M -109,592 -11%
Morgan Stanley
8
Morgan Stanley
New York
$41.4M -$2.68M -55,605 -6%
Bank of America
9
Bank of America
North Carolina
$41.4M +$35.5K +735 +0.1%
LPL Financial
10
LPL Financial
California
$14.8M -$1.21M -24,996 -8%
UBS Group
11
UBS Group
Switzerland
$14.1M -$854K -17,687 -6%
RC
12
Rinet Company
Massachusetts
$14.1M -$33.3K -689 -0.2%
SLT
13
St Louis Trust
Missouri
$14M +$868K +17,984 +7%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$13.9M +$158K +3,273 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$12.6M -$1.12M -23,278 -8%
JWA
16
JFS Wealth Advisors
Pennsylvania
$12.1M +$392K +8,126 +3%
SP
17
Sarasin & Partners
United Kingdom
$12.1M
GI
18
Gradient Investments
Minnesota
$11.7M +$766K +15,879 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.7M +$711K +14,738 +7%
AB
20
AT Bancorp
Iowa
$11.1M +$3.18M +65,803 +41%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$10.7M +$153K +3,170 +1%
MHS
22
M Holdings Securities
Oregon
$10.6M -$470K -9,738 -4%
ACM
23
AlphaStar Capital Management
North Carolina
$10.2M +$2.01M +41,644 +27%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.1M +$129K +2,669 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.61M +$633K +13,112 +7%

RWO Hedge Fund Activity: Q4 2017 in Review

237 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2017, worth a combined $1.64B — up 0.83% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RWO positions and 17 closed out — a net gain of 41 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Raymond James & Associates, cutting an estimated $30M.

  • 237 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2017, up from 199 in Q3 2017.
  • Funds reported $1.64B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2017 and 17 closed out, a net change of +41 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2017 was State Street, an estimated $21M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2017 was Raymond James & Associates, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.