We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.18B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.71% more ownership

Funds ownership: 55.86%58.58% (+2.7%)

2% more funds holding

Funds holding: 238243 (+5)

8% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$99.6M)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

Holders
243
Holders Change
+5
Holders Change %
+2.1%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
48
Increased
68
Reduced
83
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$186M -$35.6M -768,845 -15%
Wells Fargo
2
Wells Fargo
California
$154M -$18.3M -396,081 -10%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$124M +$67.9M +1,466,778 +111%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$111M +$7.84M +169,374 +7%
State Street
5
State Street
Massachusetts
$106M -$1.76M -37,975 -2%
SFA
6
Sequoia Financial Advisors
Ohio
$60.2M -$9.67M -208,910 -13%
Morgan Stanley
7
Morgan Stanley
New York
$37.8M +$2.91M +62,934 +8%
Bank of America
8
Bank of America
North Carolina
$34.3M -$2.45M -52,965 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.9M +$15.1M +326,494 +194%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13.5M +$6.96M +150,244 +97%
Mariner
11
Mariner
Kansas
$13.1M -$2.17M -46,850 -14%
LPL Financial
12
LPL Financial
California
$11.4M -$982K -21,214 -8%
FI
13
FormulaFolio Investments
Michigan
$11.4M
SP
14
Sarasin & Partners
United Kingdom
$10.9M
SLT
15
St Louis Trust
Missouri
$10.9M -$2.38M -51,344 -17%
JWA
16
JFS Wealth Advisors
Pennsylvania
$10.5M -$217K -4,694 -2%
WPW
17
Waldron Private Wealth
Pennsylvania
$9.59M +$8.42M +181,857 +523%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$8.61M -$1.26M -27,250 -12%
CAN
19
Cetera Advisor Networks
California
$8.58M +$39.9K +861 +0.4%
RJA
20
Raymond James & Associates
Florida
$8.38M -$1.12M -24,102 -11%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$8.35M +$792K +17,108 +10%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$8.27M +$8.25M +178,131 +2,071%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.43M -$119K -2,581 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.24M -$549K -11,855 -7%
DWM
25
Dakota Wealth Management
Florida
$6.11M

RWO Hedge Fund Activity: Q4 2018 in Review

243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2018, worth a combined $1.18B — down 7.8% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RWO positions and 39 closed out — a net gain of 9 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $67.9M. The largest seller was Goldman Sachs, cutting an estimated $35.6M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2018, up from 238 in Q3 2018.
  • Funds reported $1.18B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2018, down 7.8% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2018 and 39 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2018 was HSBC Holdings, an estimated $67.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2018 was Goldman Sachs, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2018.