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State Street SPDR Dow Jones Global Real Estate ETF

236 hedge funds and large institutions have $1.2B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.81% less ownership

Funds ownership: 60.28%55.47% (-4.8%)

5% less funds holding

Funds holding: 249236 (-13)

10% less capital invested

Capital invested by funds: $1.33B → $1.2B (-$129M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
236
Holders Change
-13
Holders Change %
-5.22%
% of All Funds
5.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
78
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$219M +$6.12M +120,541 +3%
State Street
2
State Street
Massachusetts
$152M +$7.99M +157,254 +6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$144M +$4.77M +93,853 +3%
SFA
4
Sequoia Financial Advisors
Ohio
$91.6M +$2.13M +41,954 +2%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$62.9M -$51.3M -1,011,088 -45%
Morgan Stanley
6
Morgan Stanley
New York
$42.3M +$1.24M +24,494 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29.4M +$818K +16,116 +3%
Bank of America
8
Bank of America
North Carolina
$23.8M -$1.47M -29,030 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.9M +$1.84M +36,300 +9%
Wells Fargo
10
Wells Fargo
California
$19.1M -$161M -3,176,711 -90%
WPW
11
Waldron Private Wealth
Pennsylvania
$18.4M +$4.13M +81,321 +30%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$16.3M +$1.36M +26,768 +9%
NAS
13
Nicolet Advisory Services
Wisconsin
$15.3M -$1.52M -29,941 -9%
SLT
14
St Louis Trust
Missouri
$13.7M +$48K +945 +0.4%
SP
15
Sarasin & Partners
United Kingdom
$12.8M
LPL Financial
16
LPL Financial
California
$12.5M +$20.7K +408 +0.2%
SW
17
SVB Wealth
Massachusetts
$12.5M +$1.63M +32,092 +15%
JWA
18
JFS Wealth Advisors
Pennsylvania
$12M -$279K -5,489 -2%
CAN
19
Cetera Advisor Networks
California
$12M +$109K +2,152 +0.9%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$10.7M +$165K +3,248 +2%
RJA
21
Raymond James & Associates
Florida
$8.7M -$570K -11,220 -6%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$7.95M -$380K -7,485 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.59M -$400K -7,877 -5%
OAM
24
Oppenheimer Asset Management
New York
$7.3M -$49.4K -973 -0.7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.2M -$21.4K -422 -0.3%

RWO Hedge Fund Activity: Q3 2019 in Review

236 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2019, worth a combined $1.2B — down 9.7% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RWO and 17 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 78 added.

The largest buyer was State Street, adding an estimated $7.99M. The largest seller was Wells Fargo, cutting an estimated $161M.

  • 236 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2019, down from 249 in Q2 2019.
  • Funds reported $1.2B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2019, down 9.7% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2019 and 27 closed out, a net change of -10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2019 was State Street, an estimated $7.99M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2019 was Wells Fargo, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2019.