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State Street SPDR Dow Jones Global Real Estate ETF

249 hedge funds and large institutions have $1.33B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

3.12% more ownership

Funds ownership: 57.16%60.28% (+3.1%)

4% more capital invested

Capital invested by funds: $1.28B → $1.33B (+$53.4M)

0% less funds holding

Funds holding: 250249 (-1)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

Holders
249
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
28
Increased
69
Reduced
99
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$205M +$1.3M +26,015 +0.6%
Wells Fargo
2
Wells Fargo
California
$177M -$887K -17,750 -0.5%
State Street
3
State Street
Massachusetts
$139M +$10.2M +204,808 +8%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$134M +$5.44M +108,827 +4%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$111M +$42.4M +848,555 +62%
SFA
6
Sequoia Financial Advisors
Ohio
$86M +$6.4M +128,011 +8%
Morgan Stanley
7
Morgan Stanley
New York
$39.5M -$2.22M -44,377 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$27.5M -$139K -2,791 -0.5%
Bank of America
9
Bank of America
North Carolina
$24.4M -$1.37M -27,344 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$19.3M +$884K +17,700 +5%
NAS
11
Nicolet Advisory Services
Wisconsin
$16.2M +$1.49M +29,801 +10%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$14.3M +$13.7M +273,261 +1,934%
WPW
13
Waldron Private Wealth
Pennsylvania
$13.6M +$1.84M +36,903 +16%
SLT
14
St Louis Trust
Missouri
$13.1M +$293K +5,867 +2%
SP
15
Sarasin & Partners
United Kingdom
$12.3M
LPL Financial
16
LPL Financial
California
$12M -$574K -11,480 -5%
JWA
17
JFS Wealth Advisors
Pennsylvania
$11.8M +$124K +2,483 +1%
CAN
18
Cetera Advisor Networks
California
$11.4M -$252K -5,046 -2%
SW
19
SVB Wealth
Massachusetts
$10.4M +$10.4M +208,850 New
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$10.2M +$413K +8,257 +4%
RJA
21
Raymond James & Associates
Florida
$8.93M +$34.1K +683 +0.4%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$8.02M -$955K -19,108 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.69M -$97.3K -1,947 -1%
FI
24
FormulaFolio Investments
Michigan
$7.69M -$95.5K -1,911 -1%
OAM
25
Oppenheimer Asset Management
New York
$7.08M +$30.1K +603 +0.4%

RWO Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2019, worth a combined $1.33B — up 4.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RWO positions and 25 closed out — a net gain of 3 holders — while 69 added to existing stakes and 99 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $42.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.1M.

  • 249 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2019, down from 250 in Q1 2019.
  • Funds reported $1.33B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2019 and 25 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2019 was HSBC Holdings, an estimated $42.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2019 was Tradewinds Capital Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2019.