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State Street SPDR Dow Jones International Real Estate ETF

207 hedge funds and large institutions have $2.38B invested in State Street SPDR Dow Jones International Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 78.71%79.49% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 225207 (-18)

11% less capital invested

Capital invested by funds: $2.68B → $2.38B (-$293M)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

Holders
207
Holders Change
-18
Holders Change %
-8%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
61
Reduced
75
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.3B -$106M -2,712,216 -7%
Goldman Sachs
2
Goldman Sachs
New York
$223M -$2.76M -70,512 -1%
M&T Bank
3
M&T Bank
New York
$122M +$2.07M +52,943 +2%
Northern Trust
4
Northern Trust
Illinois
$86.6M -$13.2M -337,001 -13%
MFM
5
MD Financial Management
Ontario, Canada
$81.9M +$1.05M +26,874 +1%
State Street
6
State Street
Massachusetts
$81.7M +$3.95M +101,133 +5%
Bank of America
7
Bank of America
North Carolina
$63.6M -$5.52M -141,194 -8%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$56.8M +$1.41M +36,100 +2%
Morgan Stanley
9
Morgan Stanley
New York
$41.3M -$3.77M -96,457 -8%
US Bancorp
10
US Bancorp
Minnesota
$39.6M +$281K +7,180 +0.7%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$22.2M -$934K -23,890 -4%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$21.8M -$2.3M -58,948 -9%
AssetMark Inc
13
AssetMark Inc
California
$16.3M -$19M -485,631 -53%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$14.5M +$14.9M +380,000 New
AL
15
Aspiriant LLC
California
$11.8M -$211K -5,398 -2%
GFPC
16
Global Financial Private Capital
Florida
$11.3M -$862K -22,061 -7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$7.71M -$24M -613,675 -75%
GC
18
Gibson Capital
Pennsylvania
$7.14M -$8.87K -227 -0.1%
BFPW
19
BOK Financial Private Wealth
Colorado
$6.93M -$392K -10,026 -5%
BWA
20
BlueSky Wealth Advisors
North Carolina
$6.1M +$31.3K +801 +0.5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$5.97M -$6.36M -162,587 -51%
BP
22
Ballentine Partners
Massachusetts
$5.75M +$1.56M +39,828 +36%
CAM
23
Congress Asset Management
Massachusetts
$5.65M +$7.23K +185 +0.1%
HFA
24
High Falls Advisors
New York
$5.06M +$10.3K +264 +0.2%
PAG
25
Private Advisor Group
New Jersey
$4.9M +$4.52M +115,654 +930%

RWX Hedge Fund Activity: Q3 2018 in Review

207 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2018, worth a combined $2.38B — down 11% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RWX and 22 opened new positions — a net loss of 16 holders — while 75 trimmed existing stakes and 61 added.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $14.9M. The largest seller was Wells Fargo, cutting an estimated $106M.

  • 207 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2018, down from 225 in Q2 2018.
  • Funds reported $2.38B of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2018, down 11% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2018 and 38 closed out, a net change of -16 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2018 was Toronto Dominion Bank, an estimated $14.9M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2018 was Wells Fargo, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2018.