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State Street SPDR Dow Jones Global Real Estate ETF

179 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 51

5% more funds holding

Funds holding: 171179 (+8)

0% more capital invested

Capital invested by funds: $1.19B → $1.19B (+$2.96M)

3% less ownership

Funds ownership: 50.65%47.65% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
18
Increased
83
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$11.2M +$446K +8,768 +4%
CCM
27
Coldstream Capital Management
Washington
$11.2M +$1.65M +32,414 +17%
Mariner
28
Mariner
Kansas
$9.11M +$1.21M +23,773 +15%
JWA
29
JFS Wealth Advisors
Pennsylvania
$9.06M +$174K +3,414 +2%
GI
30
Gradient Investments
Minnesota
$8.93M -$3.48M -68,373 -28%
CHP
31
Cable Hill Partners
Oregon
$8.89M +$295K +5,795 +3%
AA
32
Advisory Alpha
Michigan
$7.43M +$687K +13,509 +10%
MHS
33
M Holdings Securities
Oregon
$7.35M +$46.8K +920 +0.6%
DWM
34
Dakota Wealth Management
Florida
$7.3M -$194K -3,820 -3%
William Blair & Company
35
William Blair & Company
Illinois
$6.74M +$369K +7,257 +6%
FA
36
FC Advisory
Pennsylvania
$6.65M +$19.8K +389 +0.3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$6.54M -$1.41M -27,728 -17%
PAG
38
Private Advisor Group
New Jersey
$6.14M -$1.01M -19,786 -13%
MFS
39
MSI Financial Services
Massachusetts
$5.95M +$865K +16,995 +17%
Jane Street
40
Jane Street
New York
$5.52M +$2.24M +44,001 +66%
EA
41
Efficient Advisors
Ohio
$5.19M +$2.31M +45,447 +77%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$4.88M +$1.83M +36,056 +58%
SFPIA
43
Stevens First Principles Investment Advisors
California
$4.28M -$77.8K -1,529 -2%
BSWM
44
Boston Standard Wealth Management
Massachusetts
$4.26M +$76K +1,493 +2%
Nomura Asset Management
45
Nomura Asset Management
Japan
$3.95M -$35.6K -700 -0.9%
CI Investments Inc
46
CI Investments Inc
Ontario, Canada
$3.79M +$204K +4,010 +6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.64M +$265K +5,200 +8%
IAA
48
Ironsides Asset Advisors
North Carolina
$3.19M +$22.8K +449 +0.7%
Ameriprise
49
Ameriprise
Minnesota
$3.15M +$582K +11,447 +22%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$3.09M +$5.6K +110 +0.2%

RWO Hedge Fund Activity: Q3 2016 in Review

179 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2016, worth a combined $1.19B — up 0.25% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWO positions and 7 closed out — a net gain of 11 holders — while 83 added to existing stakes and 51 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $56.6M.

  • 179 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2016, up 0.25% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $15M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2016 was LPL Financial, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2016.