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State Street SPDR Dow Jones Global Real Estate ETF

238 hedge funds and large institutions have $1.27B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 234238 (+4)

0.77% more ownership

Funds ownership: 55.09%55.86% (+0.77%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.78M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
24
Increased
82
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$236M -$4.74M -97,952 -2%
Wells Fargo
2
Wells Fargo
California
$184M -$9.97M -205,981 -5%
State Street
3
State Street
Massachusetts
$116M +$10.9M +225,248 +10%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$111M +$9.72M +200,906 +9%
SFA
5
Sequoia Financial Advisors
Ohio
$74.7M +$16M +329,881 +27%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$63.1M -$13.9M -286,609 -18%
Bank of America
7
Bank of America
North Carolina
$39.4M -$2.16M -44,665 -5%
Morgan Stanley
8
Morgan Stanley
New York
$37.7M -$9.92K -205 -0%
GT
9
Glenmede Trust
Pennsylvania
$36.3M -$1.29M -26,613 -3%
Mariner
10
Mariner
Kansas
$16.3M +$1.43M +29,596 +9%
RC
11
Rinet Company
Massachusetts
$14.1M -$587K -12,127 -4%
SLT
12
St Louis Trust
Missouri
$14.1M +$687K +14,192 +5%
LPL Financial
13
LPL Financial
California
$13.3M +$124K +2,569 +0.9%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$12.7M +$1.04M +21,555 +9%
SP
15
Sarasin & Partners
United Kingdom
$11.8M
JWA
16
JFS Wealth Advisors
Pennsylvania
$11.5M +$107K +2,218 +0.9%
FI
17
FormulaFolio Investments
Michigan
$11.4M +$11.6M +238,653 New
MCWS
18
McKinley Carter Wealth Services
West Virginia
$10.6M +$231K +4,774 +2%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$10.6M +$807K +16,668 +8%
RJA
20
Raymond James & Associates
Florida
$10.2M -$175K -3,621 -2%
CAN
21
Cetera Advisor Networks
California
$9.17M +$903K +18,654 +11%
UBS Group
22
UBS Group
Switzerland
$8.63M -$1.91M -39,499 -18%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.35M +$489K +10,100 +6%
WAM
24
Wealthspire Advisors (Maryland)
Maryland
$8.16M +$341K +7,046 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.11M -$502K -10,368 -6%

RWO Hedge Fund Activity: Q3 2018 in Review

238 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2018, worth a combined $1.27B — down 0.76% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWO positions and 17 closed out — a net gain of 7 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $16M. The largest seller was HSBC Holdings, cutting an estimated $13.9M.

  • 238 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2018, up from 234 in Q2 2018.
  • Funds reported $1.27B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2018, down 0.76% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2018 and 17 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2018 was Sequoia Financial Advisors, an estimated $16M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2018 was HSBC Holdings, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2018.