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State Street SPDR Dow Jones International Real Estate ETF

215 hedge funds and large institutions have $1.68B invested in State Street SPDR Dow Jones International Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

4% more funds holding

Funds holding: 207215 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.35% less ownership

Funds ownership: 79.49%75.14% (-4.4%)

30% less capital invested

Capital invested by funds: $2.38B → $1.68B (-$704M)

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 91

Holders
215
Holders Change
+8
Holders Change %
+3.86%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
56
Reduced
91
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
76
Kohmann Bosshard Financial Services
Ohio
$850K +$333K +9,025 +60%
MWM
77
Mission Wealth Management
California
$844K -$96.5K -2,617 -10%
EWM
78
Evercore Wealth Management
New York
$805K -$8.04K -218 -0.9%
William Blair & Company
79
William Blair & Company
Illinois
$804K -$291K -7,882 -26%
JFG
80
JMG Financial Group
Illinois
$796K -$222K -6,028 -21%
EHPM
81
Emery Howard Portfolio Management
California
$792K +$6.89K +187 +0.8%
BHWM
82
Bay Harbor Wealth Management
Maryland
$774K +$808K +21,909 New
VF
83
Virtu Financial
New York
$772K +$805K +21,846 New
PAG
84
Private Advisory Group
Washington
$746K -$671K -18,202 -46%
LPWM
85
Lake Point Wealth Management
Texas
$743K +$775K +21,033 New
FTS
86
Fifth Third Securities
Ohio
$725K +$25.8K +701 +4%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$702K +$178K +4,842 +32%
WIA
88
Wealthstreet Investment Advisors
Texas
$687K
CFB
89
Cullen/Frost Bankers
Texas
$673K -$1.13M -30,635 -62%
FNT
90
First Nebraska Trust
Nebraska
$660K +$35.3K +959 +5%
APA
91
American Portfolios Advisors
New York
$650K -$105K -2,851 -13%
OC
92
Oarsman Capital
Wisconsin
$643K +$85.1K +2,308 +15%
EFSCE
93
Enterprise Financial Services Corp (EFSC)
Missouri
$623K +$272K +7,375 +72%
SSB
94
Sandy Spring Bank
Maryland
$583K -$135K -3,660 -18%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$582K -$43.5K -1,181 -7%
WTC
96
WhitTier Trust Company
Nevada
$576K +$288K +7,803 +92%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$558K +$227K +6,169 +64%
MWM
98
Modera Wealth Management
New Jersey
$556K -$13.5K -365 -2%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$541K +$13.8K +375 +3%
OPA
100
Old Port Advisors
Maine
$532K +$527K +14,285 New

RWX Hedge Fund Activity: Q4 2018 in Review

215 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2018, worth a combined $1.68B — down 30% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RWX positions and 30 closed out — a net gain of 9 holders — while 56 added to existing stakes and 91 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $11.4M. The largest seller was Wells Fargo, cutting an estimated $426M.

  • 215 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2018, up from 207 in Q3 2018.
  • Funds reported $1.68B of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2018 and 30 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2018 was Citadel Advisors, an estimated $11.4M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2018 was Wells Fargo, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2018.