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State Street SPDR Dow Jones International Real Estate ETF

219 hedge funds and large institutions have $2.81B invested in State Street SPDR Dow Jones International Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

0.72% more ownership

Funds ownership: 78.74%79.46% (+0.72%)

1% less funds holding

Funds holding: 221219 (-2)

5% less capital invested

Capital invested by funds: $2.95B → $2.81B (-$147M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

22% less call options, than puts

Call options by funds: $288K | Put options by funds: $368K

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
28
Increased
77
Reduced
70
Closed
30
Calls
$288K
Puts
$368K
Net Calls
-$80K
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Strategic Wealth Partners
Ohio
$889K +$310K +7,692 +53%
EHPM
77
Emery Howard Portfolio Management
California
$879K +$4.47K +111 +0.5%
APA
78
American Portfolios Advisors
New York
$844K +$27K +670 +3%
MWM
79
Modera Wealth Management
New Jersey
$799K -$9.75K -242 -1%
AWMG
80
Alliance Wealth Management Group
New Jersey
$792K +$50.8K +1,260 +7%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$729K -$1.79M -44,373 -71%
FNT
82
First Nebraska Trust
Nebraska
$728K -$8.87K -220 -1%
WIA
83
Wealthstreet Investment Advisors
Texas
$720K -$12.1K -300 -2%
PFS
84
Prospera Financial Services
Texas
$708K +$412K +10,218 +138%
AI
85
Atria Investments
North Carolina
$670K -$853K -21,177 -56%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$667K -$291K -7,213 -30%
RJT
87
Raymond James Trust
Florida
$665K -$156K -3,868 -19%
DWT
88
Dorsey & Whitney Trust
South Dakota
$649K +$34.6K +858 +6%
FTS
89
Fifth Third Securities
Ohio
$649K +$344K +8,544 +111%
OC
90
Oarsman Capital
Wisconsin
$632K +$13.7K +340 +2%
SLT
91
St Louis Trust
Missouri
$623K +$628K +15,575 New
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$586K +$21.8K +541 +4%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$579K -$129K -3,202 -18%
SPC
94
Sigma Planning Corp
Michigan
$547K -$60.7K -1,507 -10%
EFSCE
95
Enterprise Financial Services Corp (EFSC)
Missouri
$547K -$1.01K -25 -0.2%
RT
96
Rockland Trust
Massachusetts
$546K +$57K +1,414 +12%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$518K -$284K -7,055 -35%
AWM
98
AE Wealth Management
Kansas
$509K +$1.37K +34 +0.3%
HF
99
HRT Financial
New York
$500K +$504K +12,500 New
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$483K

RWX Hedge Fund Activity: Q1 2018 in Review

219 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2018, worth a combined $2.81B — down 5% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RWX and 28 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 77 added.

The largest buyer was Jane Street, opening a new position worth an estimated $16.5M. The largest seller was Goldman Sachs, cutting an estimated $84.4M.

  • 219 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2018, down from 221 in Q4 2017.
  • Funds reported $2.81B of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2018, down 5% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2018 and 30 closed out, a net change of -2 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2018 was Jane Street, an estimated $16.5M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2018 was Goldman Sachs, an estimated $84.4M sold.

Based on aggregated 13F filings for Q1 2018.