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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
BFEC
151
Benjamin F. Edwards & Company
Missouri
$116K -$40.6K -1,007 -26%
PWM
152
Perigon Wealth Management
California
$108K
HR
153
Howe & Rusling
New York
$104K +$105K +2,595 New
AWA
154
Acorn Wealth Advisors
Michigan
$103K +$30.7K +761 +43%
CAL
155
Capital Analysts LLC
Pennsylvania
$99K +$14.1K +350 +16%
AIM
156
Advantage Investment Management
Iowa
$97K -$27.9K -692 -22%
MOS
157
MGO One Seven
Ohio
$97K -$2.58K -64 -3%
MA
158
MUFG Americas
New York
$97K +$97.2K +2,412 New
IWM
159
IHT Wealth Management
Illinois
$95K +$40 +1 +0%
TFA
160
Transamerica Financial Advisors
Florida
$94K -$8.34K -207 -8%
SWP
161
Stratos Wealth Partners
Ohio
$88K -$120K -2,979 -58%
SEI Investments
162
SEI Investments
Pennsylvania
$84K -$7.9K -196 -9%
Parallax Volatility Advisers
163
Parallax Volatility Advisers
California
$81K +$81.8K +2,030 +203,000%
Deutsche Bank
164
Deutsche Bank
Germany
$81K +$82.1K +2,036 New
PA
165
Parallel Advisors
California
$80K
CHC
166
City Holding Co
West Virginia
$78K
ACM
167
Armbruster Capital Management
New York
$55K
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$52K
HFP
169
Holistic Financial Partners
Indiana
$50K
OC
170
Oakworth Capital
Alabama
$50K
BCMIO
171
Beacon Capital Management Inc (Ohio)
Ohio
$48K -$161 -4 -0.3%
PCIA
172
Prime Capital Investment Advisors
Kansas
$48K +$12.3K +305 +34%
TWA
173
TCI Wealth Advisors
Arizona
$43K
PFA
174
Pathway Financial Advisors
Vermont
$42K -$12.3K -306 -23%
WTB
175
Washington Trust Bank
Washington
$40K

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.