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State Street SPDR Dow Jones Global Real Estate ETF
RWO

171 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$123M)

10% more funds holding

Funds holding: 156 → 171 (+15)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

3.54% more ownership

Funds ownership: 50.64% → 54.18% (+3.5%)

Holders
171
Holders Change
+15
Holders Change %
+9.62%
% of All Funds
4.49%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.39%
New
35
Increased
63
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.6M
2
State Street
State Street
Massachusetts
+$18.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$9.81M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$8.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.68M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$14.6M
2
VFA
Voya Financial Advisors
Connecticut
-$9.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.35M
4
GI
Gradient Investments
Minnesota
-$7.05M
5
FA
FDx Advisors
Illinois
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$6.53M +$5.03M +107,031 +330%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.32M -$270K -5,743 -4%
MHS
28
M Holdings Securities
Oregon
$6.25M +$31K +660 +0.5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$6.04M +$2.99M +63,598 +97%
FA
30
FC Advisory
Pennsylvania
$5.77M +$258K +5,500 +5%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$5.7M – – –
AA
32
Advisory Alpha
Michigan
$5.44M +$184K +3,910 +3%
William Blair & Company
33
William Blair & Company
Illinois
$4.68M +$227K +4,829 +5%
SS
34
Simplicity Solutions
Minnesota
$4.34M +$3.47M +73,784 +391%
Mariner
35
Mariner
Kansas
$4.23M +$882K +18,780 +26%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$4.23M -$136K -2,899 -3%
HPWM
37
Highland Private Wealth Management
Washington
$4.09M +$4.11M +87,455 New
MFS
38
MSI Financial Services
Massachusetts
$3.9M +$1.06M +22,615 +37%
Nomura Asset Management
39
Nomura Asset Management
Japan
$3.86M +$1.77M +37,700 +84%
SHJ
40
Sharkey, Howes & Javer
Colorado
$3.47M -$2.13M -45,245 -38%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$3.47M +$1.23M +26,266 +55%
WP
42
WealthPLAN Partners
Nebraska
$3.3M +$10M +213,803 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.29M +$788K +16,785 +31%
CC
44
Curian Capital
Colorado
$3.28M -$5.63M -119,916 -63%
Allianz Asset Management
45
Allianz Asset Management
Germany
$3.24M +$2.82M +60,100 +657%
IAA
46
Ironsides Asset Advisors
North Carolina
$3.13M -$388K -8,259 -11%
CAN
47
Cetera Advisor Networks
California
$3.12M +$208K +4,421 +7%
MFP
48
Mosaic Financial Partners
California
$3.08M -$149K -3,170 -5%
TAG
49
Tactical Allocation Group
Michigan
$3.02M -$311K -6,619 -9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.91M +$223K +4,755 +8%
1
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RWO Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2015, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWO positions and 17 closed out — a net gain of 18 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was Goldman Sachs, cutting an estimated $14.6M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2015, up from 156 in Q3 2015.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2015 and 17 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2015 was LPL Financial, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2015.