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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
LNC
126
Lincoln National Corp
Pennsylvania
$260K +$332 +9 +0.1%
MBT
127
Montecito Bank & Trust
California
$257K +$3.39K +92 +1%
JP Morgan Chase
128
JP Morgan Chase
New York
$243K +$49.9K +1,354 +24%
DBRC
129
D.B. Root & Company
Pennsylvania
$231K +$2.51K +68 +1%
CPA
130
Capital Planning Advisors
California
$230K +$240K +6,500 New
UA
131
Unison Advisors
District of Columbia
$227K -$479 -13 -0.2%
SIAM
132
Sterling Investment Advisors (Missouri)
Missouri
$224K +$5.93K +161 +3%
Creative Planning
133
Creative Planning
Kansas
$223K -$134K -3,630 -36%
FWM
134
Frontier Wealth Management
Missouri
$220K +$2.1K +57 +0.9%
VCP
135
Vista Capital Partners
Oregon
$220K +$5.23K +142 +2%
JA
136
JOYN Advisors
Georgia
$215K -$63.2K -1,714 -22%
Lido Advisors
137
Lido Advisors
California
$215K +$14.3K +389 +7%
S
138
Surevest
California
$214K +$223K +6,047 New
LFG
139
LifePlan Financial Group
Ohio
$212K -$7.48K -203 -3%
Citigroup
140
Citigroup
New York
$207K -$15.7K -427 -7%
MML Investors Services
141
MML Investors Services
Massachusetts
$206K -$516 -14 -0.2%
AIC
142
Ameritas Investment Company
Nebraska
$129K +$135K +3,662 New
BFEC
143
Benjamin F. Edwards & Company
Missouri
$119K -$13.1K -355 -10%
MCM
144
Manchester Capital Management
Vermont
$117K +$111K +3,000 New
MA
145
MUFG Americas
New York
$106K -$115K -3,121 -51%
LGWM
146
Litman Gregory Wealth Management
California
$103K +$108K +2,927 New
CWM
147
Cedar Wealth Management
California
$101K
IA
148
IFP Advisors
Florida
$87K -$74.6K -2,025 -45%
MOS
149
MGO One Seven
Ohio
$85K +$89K +2,415 New
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$79K +$32.1K +870 +64%

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.