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State Street SPDR Dow Jones Global Real Estate ETF

147 hedge funds and large institutions have $1.16B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

37% more capital invested

Capital invested by funds: $852M → $1.16B (+$311M)

11% more funds holding

Funds holding: 133147 (+14)

5.74% more ownership

Funds ownership: 50.33%56.07% (+5.7%)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
3.92%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.37%
New
25
Increased
63
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$8.52M +$295K +5,897 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$7.71M +$7.75M +155,059 New
CHP
28
Cable Hill Partners
Oregon
$7.69M +$140K +2,793 +2%
William Blair & Company
29
William Blair & Company
Illinois
$7.65M +$4.03M +80,725 +110%
SHJ
30
Sharkey, Howes & Javer
Colorado
$7.46M +$7.5M +150,163 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$6.87M +$168K +3,369 +2%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$5.85M +$415K +8,300 +7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$5.71M +$3.88M +77,772 +209%
AA
34
Advisory Alpha
Michigan
$5.67M -$485K -9,714 -8%
MHS
35
M Holdings Securities
Oregon
$5.55M +$785K +15,722 +16%
MFS
36
MSI Financial Services
Massachusetts
$5.43M +$4.5M +90,067 +470%
FA
37
FC Advisory
Pennsylvania
$5.36M +$5.39M +107,860 New
BSWM
38
Boston Standard Wealth Management
Massachusetts
$4.63M -$178K -3,569 -4%
IAA
39
Ironsides Asset Advisors
North Carolina
$4.4M -$437K -8,757 -9%
TAG
40
Tactical Allocation Group
Michigan
$4.13M +$4.15M +83,120 New
P
41
Palladiem
Pennsylvania
$4.1M -$34.4K -689 -0.8%
Invesco
42
Invesco
Georgia
$3.19M -$680K -13,615 -17%
BPBT
43
Boston Private Bank & Trust
Massachusetts
$3.07M -$290K -5,804 -9%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$2.98M +$97.1K +1,944 +3%
CAN
45
Cetera Advisor Networks
California
$2.87M +$29.2K +585 +1%
WP
46
WealthPLAN Partners
Nebraska
$2.76M +$2.88M +57,646 New
CCM
47
Condor Capital Management
New Jersey
$2.75M +$30.2K +605 +1%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$2.57M +$330K +6,605 +15%
TCM
49
TD Capital Management
Tennessee
$2.4M +$29.5K +590 +1%
CS
50
Credit Suisse
Switzerland
$2.16M -$269K -5,389 -11%

RWO Hedge Fund Activity: Q1 2015 in Review

147 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2015, worth a combined $1.16B — up 37% from $852M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 9 closed out — a net gain of 16 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.5M. The largest seller was Cerity Partners OCIO, cutting an estimated $8.21M.

  • 147 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2015, up from 133 in Q4 2014.
  • Funds reported $1.16B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2015, up 37% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2015 and 9 closed out, a net change of +16 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2015 was Morgan Stanley, an estimated $82.5M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2015 was Cerity Partners OCIO, an estimated $8.21M sold.

Based on aggregated 13F filings for Q1 2015.