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State Street SPDR Dow Jones Global Real Estate ETF

199 hedge funds and large institutions have $1.63B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

4% more funds holding

Funds holding: 192199 (+7)

2.17% more ownership

Funds ownership: 58.62%60.79% (+2.2%)

4% more capital invested

Capital invested by funds: $1.57B → $1.63B (+$63.7M)

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
27
Increased
83
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$10.3M +$10.4M +216,068 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$9.71M +$806K +16,796 +9%
MML Investors Services
28
MML Investors Services
Massachusetts
$9.37M -$787K -16,404 -8%
CAN
29
Cetera Advisor Networks
California
$8.91M +$439K +9,141 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.76M +$218K +4,534 +3%
William Blair & Company
31
William Blair & Company
Illinois
$8.1M +$315K +6,554 +4%
AB
32
AT Bancorp
Iowa
$7.68M +$1.56M +32,563 +25%
OAM
33
Oppenheimer Asset Management
New York
$7.48M +$2.25M +46,935 +43%
DWM
34
Dakota Wealth Management
Florida
$6.71M -$3.41K -71 -0.1%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$6.55M -$344K -7,164 -5%
FA
36
FC Advisory
Pennsylvania
$6.43M -$148K -3,076 -2%
Mariner
37
Mariner
Kansas
$6.09M -$237K -4,946 -4%
CWM
38
Cahaba Wealth Management
Georgia
$5.73M +$5.76M +119,974 New
PAG
39
Private Advisor Group
New Jersey
$5.14M +$554K +11,544 +12%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$4.99M +$656K +13,667 +15%
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$4.85M +$539K +11,221 +12%
CI Investments Inc
42
CI Investments Inc
Ontario, Canada
$4.79M +$339K +7,060 +8%
EA
43
Efficient Advisors
Ohio
$4.63M -$2.81M -58,520 -38%
BSWM
44
Boston Standard Wealth Management
Massachusetts
$4.45M +$57.4K +1,195 +1%
MFP
45
Mosaic Financial Partners
California
$4.33M +$98.8K +2,059 +2%
CCM
46
Coldstream Capital Management
Washington
$3.87M -$2.09M -43,500 -35%
ML
47
McAdam LLC
Pennsylvania
$3.83M +$425K +8,862 +12%
CJA
48
C-J Advisory
California
$3.42M +$98.3K +2,048 +3%
SS
49
Simplicity Solutions
Minnesota
$3.29M +$52.3K +1,090 +2%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.26M +$122K +2,535 +4%

RWO Hedge Fund Activity: Q3 2017 in Review

199 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2017, worth a combined $1.63B — up 4.1% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWO positions and 17 closed out — a net gain of 10 holders — while 83 added to existing stakes and 64 trimmed.

The largest buyer was Wells Fargo, adding an estimated $49.2M. The largest seller was Glenmede Trust, cutting an estimated $11.9M.

  • 199 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2017, up from 192 in Q2 2017.
  • Funds reported $1.63B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2017 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2017 was Wells Fargo, an estimated $49.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2017 was Glenmede Trust, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.