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State Street SPDR Dow Jones Global Real Estate ETF
RWO

186 hedge funds and large institutions have $1.41B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$249M)

5.61% more ownership

Funds ownership: 50.04% → 55.65% (+5.6%)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% less funds holding

Funds holding: 191 → 186 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

20% less funds holding in top 10

Funds holding in top 10: 15 → 12 (-3)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.63%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
20
Increased
76
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$250M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$54.1M
3
State Street
State Street
Massachusetts
+$18.7M
4
Jane Street
Jane Street
New York
+$17.4M
5
VFA
Voya Financial Advisors
Connecticut
+$11.7M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$66M
2
LPL Financial
LPL Financial
California
-$39M
3
UBS Group
UBS Group
Switzerland
-$8.6M
4
CHP
Cable Hill Partners
Oregon
-$8.54M
5
CCM
Coldstream Capital Management
Washington
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
Gradient Investments
Minnesota
$9.1M +$420K +8,913 +5%
CAN
27
Cetera Advisor Networks
California
$8.77M -$770K -16,326 -8%
AA
28
Advisory Alpha
Michigan
$8.74M +$976K +20,689 +13%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.72M +$104K +2,198 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.29M -$3.29M -69,794 -28%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.9M +$1.21M +25,659 +18%
CCM
32
Coldstream Capital Management
Washington
$7.89M -$4.26M -90,304 -35%
William Blair & Company
33
William Blair & Company
Illinois
$7.27M +$443K +9,381 +7%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$6.99M -$3.23M -68,384 -32%
EA
35
Efficient Advisors
Ohio
$6.82M +$554K +11,746 +9%
DWM
36
Dakota Wealth Management
Florida
$6.74M -$80.1K -1,699 -1%
Mariner
37
Mariner
Kansas
$6.6M -$3.01M -63,883 -31%
FA
38
FC Advisory
Pennsylvania
$6.45M +$99K +2,098 +2%
PAG
39
Private Advisor Group
New Jersey
$5.12M -$2.97M -63,038 -37%
Nomura Asset Management
40
Nomura Asset Management
Japan
$4.45M +$2.19M +46,500 +97%
OMC
41
Old Mission Capital
Illinois
$4.31M +$4.31M +91,458 New
BSWM
42
Boston Standard Wealth Management
Massachusetts
$4.25M +$151K +3,209 +4%
Ameriprise
43
Ameriprise
Minnesota
$4.09M +$785K +16,632 +24%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$4.08M -$400K -8,484 -9%
MFP
45
Mosaic Financial Partners
California
$3.94M -$4.06K -86 -0.1%
CI Investments Inc
46
CI Investments Inc
Ontario, Canada
$3.87M +$94.3K +2,000 +2%
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$3.86M +$1.07M +22,722 +38%
SS
48
Simplicity Solutions
Minnesota
$3.69M -$1.6M -33,993 -30%
OAM
49
Oppenheimer Asset Management
New York
$3.52M +$3.52M +74,719 New
CJA
50
C-J Advisory
California
$3.12M +$90.8K +1,925 +3%
1
2
3 4 5

RWO Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2017, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Raymond James & Associates, cutting an estimated $66M.

  • 186 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $1.41B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $250M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2017 was Raymond James & Associates, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2017.