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State Street SPDR Dow Jones Global Real Estate ETF

191 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

7% more funds holding

Funds holding: 179191 (+12)

2.39% more ownership

Funds ownership: 47.65%50.04% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$25M)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
36
Increased
72
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$9.57M +$990K +21,323 +12%
CAN
27
Cetera Advisor Networks
California
$9.49M -$7.13M -153,623 -43%
JWA
28
JFS Wealth Advisors
Pennsylvania
$9.45M +$922K +19,863 +11%
CHP
29
Cable Hill Partners
Oregon
$9.25M +$460K +9,902 +5%
GI
30
Gradient Investments
Minnesota
$8.64M +$237K +5,111 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.58M +$5.11M +109,948 +150%
PAG
32
Private Advisor Group
New Jersey
$8.04M +$2.07M +44,512 +35%
AA
33
Advisory Alpha
Michigan
$7.83M +$721K +15,515 +10%
DWM
34
Dakota Wealth Management
Florida
$6.79M -$77.2K -1,662 -1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$6.66M +$502K +10,801 +8%
William Blair & Company
36
William Blair & Company
Illinois
$6.63M +$294K +6,330 +5%
FA
37
FC Advisory
Pennsylvania
$6.33M +$64.8K +1,396 +1%
EA
38
Efficient Advisors
Ohio
$6.23M +$1.34M +28,838 +28%
SS
39
Simplicity Solutions
Minnesota
$5.27M +$3.57M +76,862 +216%
P
40
Pitcairn
Pennsylvania
$5M +$3.86M +83,067 +352%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$4.45M -$138K -2,968 -3%
MFS
42
MSI Financial Services
Massachusetts
$4.43M -$1.15M -24,863 -21%
BSWM
43
Boston Standard Wealth Management
Massachusetts
$4.08M +$72.1K +1,553 +2%
MFP
44
Mosaic Financial Partners
California
$3.93M +$1.48M +31,962 +62%
CI Investments Inc
45
CI Investments Inc
Ontario, Canada
$3.76M +$197K +4,240 +6%
Ameriprise
46
Ameriprise
Minnesota
$3.29M +$305K +6,575 +10%
IA
47
IFP Advisors
Florida
$3.1M +$523K +11,270 +20%
CJA
48
C-J Advisory
California
$3.01M +$193K +4,147 +7%
IAA
49
Ironsides Asset Advisors
North Carolina
$2.99M -$7.25K -156 -0.2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.91M +$1.44K +31 +0%

RWO Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2016, worth a combined $1.17B — down 2.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWO positions and 22 closed out — a net gain of 14 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $52.8M sold.

  • 191 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $1.17B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2016 and 22 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2016 was LPL Financial, an estimated $55.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2016 was HSBC Holdings, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2016.