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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
Wells Fargo
1
Wells Fargo
California
$788M -$426M -11,561,358 -34%
Goldman Sachs
2
Goldman Sachs
New York
$159M -$48.7M -1,321,799 -23%
M&T Bank
3
M&T Bank
New York
$102M -$11M -297,235 -9%
State Street
4
State Street
Massachusetts
$75.1M -$452K -12,269 -0.6%
MFM
5
MD Financial Management
Ontario, Canada
$73.8M -$2.02M -54,781 -3%
Northern Trust
6
Northern Trust
Illinois
$65.1M -$15.5M -421,772 -19%
Bank of America
7
Bank of America
North Carolina
$48.6M -$10.6M -288,087 -17%
US Bancorp
8
US Bancorp
Minnesota
$35.1M -$1.55M -42,155 -4%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$33.7M -$19.5M -529,867 -36%
Morgan Stanley
10
Morgan Stanley
New York
$32.2M -$6.19M -168,070 -16%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$16.9M -$3.73M -101,313 -17%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$15.5M -$4.78M -129,812 -23%
AssetMark Inc
13
AssetMark Inc
California
$14.2M -$872K -23,654 -6%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$13.4M +$1.11K +30 +0%
Citadel Advisors
15
Citadel Advisors
Florida
$13.4M +$11.4M +310,382 +448%
AL
16
Aspiriant LLC
California
$12.1M +$1.28M +34,668 +11%
Jane Street
17
Jane Street
New York
$10.7M +$8.26M +224,233 +285%
GFPC
18
Global Financial Private Capital
Florida
$8.11M -$2.4M -65,047 -22%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.13M +$4.17K +113 +0.1%
GC
20
Gibson Capital
Pennsylvania
$5.93M -$703K -19,063 -10%
BWA
21
BlueSky Wealth Advisors
North Carolina
$5.62M -$508K -13,771 -8%
CAM
22
Congress Asset Management
Massachusetts
$4.93M -$305K -8,282 -6%
BFPW
23
BOK Financial Private Wealth
Colorado
$4.74M -$1.74M -47,162 -26%
FWM
24
FFT Wealth Management
Pennsylvania
$3.82M +$3.98M +108,053 New
ANTB
25
AMG National Trust Bank
Colorado
$3.46M -$117K -3,169 -3%

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.