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State Street SPDR Dow Jones International Real Estate ETF

221 hedge funds and large institutions have $2.95B invested in State Street SPDR Dow Jones International Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more funds holding

Funds holding: 195221 (+26)

2% more capital invested

Capital invested by funds: $2.9B → $2.95B (+$55.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.29% less ownership

Funds ownership: 79.03%78.74% (-0.29%)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $474K

Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
5.01%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
50
Increased
61
Reduced
67
Closed
21
Calls
Puts
$474K
Net Calls
-$474K
Net Calls Change
-$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$492K +$269K +6,899 +131%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$488K
KA
103
Klingman & Associates
New York
$481K +$12K +307 +3%
GC
104
Grimes & Company
Massachusetts
$470K +$453K +11,596 New
ACM
105
AlphaStar Capital Management
North Carolina
$468K +$451K +11,550 New
SS
106
Simplicity Solutions
Minnesota
$455K +$438K +11,236 New
HNB
107
Huntington National Bank
Ohio
$451K
FAAS
108
First Allied Advisory Services
California
$451K +$437K +11,190 New
FCC
109
Florin Court Capital
United Kingdom
$437K +$203K +5,200 +93%
AA
110
Advisory Alpha
Michigan
$427K -$225K -5,760 -36%
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$416K +$401K +10,265 New
MML Investors Services
112
MML Investors Services
Massachusetts
$407K +$151K +3,859 +62%
QCG
113
Quadrant Capital Group
Ohio
$397K
CA
114
Cetera Advisors
Colorado
$379K -$976 -25 -0.3%
ClearBridge Investments
115
ClearBridge Investments
New York
$379K +$365K +9,355 New
Prudential Financial
116
Prudential Financial
New Jersey
$373K +$359K +9,200 New
MIC
117
Meridian Investment Counsel
California
$328K
UA
118
Unison Advisors
District of Columbia
$327K +$315K +8,069 New
HighTower Advisors
119
HighTower Advisors
Illinois
$320K -$97.2K -2,492 -24%
GTAM
120
Global Trust Asset Management
Florida
$318K +$307K +7,858 New
V
121
Veritable
Delaware
$315K
AG
122
Advisor Group
Arizona
$310K +$130K +3,325 +77%
FTS
123
Fifth Third Securities
Ohio
$310K +$300K +7,679 New
PFS
124
Prospera Financial Services
Texas
$303K -$335K -8,586 -54%
PFC
125
Phocas Financial Corp
California
$297K +$286K +7,334 New

RWX Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2017, worth a combined $2.95B — up 1.9% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RWX positions and 21 closed out — a net gain of 29 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was M&T Bank, adding an estimated $8.7M. The largest seller was QS Investors, cutting an estimated $58.1M.

  • 221 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2017, up from 195 in Q3 2017.
  • Funds reported $2.95B of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2017, up 1.9% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2017 and 21 closed out, a net change of +29 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2017 was M&T Bank, an estimated $8.7M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2017 was QS Investors, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2017.