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State Street SPDR Dow Jones Global Real Estate ETF

233 hedge funds and large institutions have $1.61B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 58.35%62.18% (+3.8%)

2% less capital invested

Capital invested by funds: $1.64B → $1.61B (-$31.5M)

2% less funds holding

Funds holding: 237233 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

Holders
233
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
5.34%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
22
Increased
77
Reduced
91
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$478M +$1.07M +22,875 +0.2%
Goldman Sachs
2
Goldman Sachs
New York
$243M -$16.8M -361,454 -6%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$151M +$89.3M +1,916,721 +140%
State Street
4
State Street
Massachusetts
$103M +$2.6M +55,762 +3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$86.7M +$14.5M +312,161 +20%
SFA
6
Sequoia Financial Advisors
Ohio
$55.6M +$1.79M +38,467 +3%
GT
7
Glenmede Trust
Pennsylvania
$41.5M
Bank of America
8
Bank of America
North Carolina
$37.8M -$1.37M -29,367 -3%
Morgan Stanley
9
Morgan Stanley
New York
$34.6M -$4.61M -99,038 -12%
RC
10
Rinet Company
Massachusetts
$14M +$676K +14,505 +5%
SLT
11
St Louis Trust
Missouri
$13.4M +$108K +2,317 +0.8%
LPL Financial
12
LPL Financial
California
$12.7M -$1.28M -27,479 -9%
Mariner
13
Mariner
Kansas
$12.1M +$5.61M +120,371 +86%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$11.7M -$1.5M -32,238 -11%
SP
15
Sarasin & Partners
United Kingdom
$11.4M +$1.17K +25 +0%
JWA
16
JFS Wealth Advisors
Pennsylvania
$11.1M -$356K -7,638 -3%
UBS Group
17
UBS Group
Switzerland
$11M -$2.36M -50,681 -18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.7M -$522K -11,211 -5%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$10M -$149K -3,191 -1%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$9.39M +$728K +15,621 +8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.2M -$339K -7,275 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.15M +$60.4K +1,297 +0.7%
RJA
23
Raymond James & Associates
Florida
$8.66M -$85K -1,825 -1%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.54M -$491K -10,542 -5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$8.48M -$3.48M -74,601 -29%

RWO Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2018, worth a combined $1.61B — down 1.9% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RWO and 22 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 77 added.

The largest buyer was HSBC Holdings, adding an estimated $89.3M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 233 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2018, down from 237 in Q4 2017.
  • Funds reported $1.61B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2018 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2018 was HSBC Holdings, an estimated $89.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2018 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2018.