We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

250 hedge funds and large institutions have $1.28B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.18B → $1.28B (+$100M)

3% more funds holding

Funds holding: 243250 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.42% less ownership

Funds ownership: 58.58%57.16% (-1.4%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
250
Holders Change
+7
Holders Change %
+2.88%
% of All Funds
5.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
72
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$204M -$5.64M -117,004 -3%
Wells Fargo
2
Wells Fargo
California
$178M +$3.94M +81,786 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$129M +$3.84M +79,717 +3%
State Street
4
State Street
Massachusetts
$129M +$8.41M +174,415 +7%
SFA
5
Sequoia Financial Advisors
Ohio
$79.8M +$11.3M +234,439 +17%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$68.8M -$68.4M -1,417,478 -51%
Morgan Stanley
7
Morgan Stanley
New York
$41.8M -$939K -19,479 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$27.7M +$2.85M +59,011 +12%
Bank of America
9
Bank of America
North Carolina
$25.8M -$12.5M -258,895 -33%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.5M +$3.06M +63,354 +21%
NAS
11
Nicolet Advisory Services
Wisconsin
$14.8M +$14.2M +294,916 New
TCM
12
Tradewinds Capital Management
Washington
$13.2M +$12.7M +263,177 New
SLT
13
St Louis Trust
Missouri
$12.9M +$548K +11,360 +5%
LPL Financial
14
LPL Financial
California
$12.6M -$271K -5,627 -2%
SP
15
Sarasin & Partners
United Kingdom
$12.4M
WPW
16
Waldron Private Wealth
Pennsylvania
$11.8M +$924K +19,159 +9%
JWA
17
JFS Wealth Advisors
Pennsylvania
$11.8M -$124K -2,561 -1%
CAN
18
Cetera Advisor Networks
California
$11.7M +$1.9M +39,401 +20%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$9.79M +$334K +6,917 +4%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$9M -$712K -14,763 -8%
RJA
21
Raymond James & Associates
Florida
$8.92M -$529K -10,973 -6%
Citadel Advisors
22
Citadel Advisors
Florida
$8.14M +$7.84M +162,625 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.81M -$566K -11,734 -7%
FI
24
FormulaFolio Investments
Michigan
$7.8M -$3.99M -82,683 -35%
OAM
25
Oppenheimer Asset Management
New York
$7.06M +$171K +3,536 +3%

RWO Hedge Fund Activity: Q1 2019 in Review

250 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2019, worth a combined $1.28B — up 8.5% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 24 closed out — a net gain of 9 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $12.7M. The largest seller was HSBC Holdings, cutting an estimated $68.4M.

  • 250 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2019, up from 243 in Q4 2018.
  • Funds reported $1.28B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2019 was Tradewinds Capital Management, an estimated $12.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2019 was HSBC Holdings, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2019.