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State Street SPDR Dow Jones Global Real Estate ETF
RWO

147 hedge funds and large institutions have $1.16B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

37% more capital invested

Capital invested by funds: $852M → $1.16B (+$311M)

11% more funds holding

Funds holding: 133 → 147 (+14)

5.74% more ownership

Funds ownership: 50.33% → 56.07% (+5.7%)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
3.92%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.37%
New
25
Increased
63
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$82.5M
2
Goldman Sachs
Goldman Sachs
New York
+$47.2M
3
CC
Curian Capital
Colorado
+$21.2M
4
SFA
Sequoia Financial Advisors
Ohio
+$18.5M
5
State Street
State Street
Massachusetts
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
CPO
Cerity Partners OCIO
New York
-$8.21M
2
CA
Cetera Advisors
Colorado
-$5.7M
3
VKH
Virtu KCG Holdings
New York
-$4.32M
4
Bank of America
Bank of America
North Carolina
-$3.4M
5
MAA
Managed Account Advisors
New Jersey
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$2.12M +$408K +8,171 +24%
Ameriprise
52
Ameriprise
Minnesota
$2.11M -$1.18M -23,662 -36%
M&T Bank
53
M&T Bank
New York
$1.99M +$168K +3,363 +9%
PMG
54
ProVise Management Group
Florida
$1.86M +$148K +2,970 +9%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.86M +$380K +7,599 +26%
OMC
56
Overbrook Management Corp
New York
$1.81M +$1.82M +36,390 New
FHC
57
First Heartland Consultants
Missouri
$1.8M -$163K -3,267 -8%
FC
58
Financial Consulate
Maryland
$1.75M -$754K -15,100 -30%
Nomura Asset Management
59
Nomura Asset Management
Japan
$1.75M +$150K +3,000 +9%
B
60
Baird
Wisconsin
$1.68M +$118K +2,366 +8%
CG
61
Colony Group
Massachusetts
$1.58M -$50.1K -1,003 -3%
NPC
62
National Planning Corporation
California
$1.58M +$607K +12,149 +59%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$1.51M +$92.1K +1,844 +6%
SCM
64
Stonehearth Capital Management
Massachusetts
$1.47M -$33.2K -664 -2%
NC
65
NewSquare Capital
Pennsylvania
$1.2M -$414K -8,283 -26%
MI
66
Mercer Investments
Massachusetts
$1.19M +$1.2M +24,000 New
P
67
Pitcairn
Pennsylvania
$1.19M -$67.8K -1,358 -5%
MFP
68
Mosaic Financial Partners
California
$1.19M +$167K +3,350 +16%
CAL
69
Capital Advisors Ltd
Ohio
$1.17M +$222K +4,443 +23%
AA
70
Ancora Advisors
Ohio
$1.12M -$1.15M -23,082 Closed
IP
71
Investment Partners
Ohio
$1.05M -$43.5K -870 -4%
HighTower Advisors
72
HighTower Advisors
Illinois
$963K +$1.65K +33 +0.2%
SIAS
73
Shine Investment Advisory Services
Colorado
$940K +$8.09K +162 +0.9%
NEPWA
74
New England Private Wealth Advisors
Massachusetts
$939K – – –
OC
75
Oarsman Capital
Wisconsin
$871K +$52.5K +1,050 +6%
1 2
3
4 5

RWO Hedge Fund Activity: Q1 2015 in Review

147 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2015, worth a combined $1.16B — up 37% from $852M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 9 closed out — a net gain of 16 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.5M. The largest seller was Cerity Partners OCIO, cutting an estimated $8.21M.

  • 147 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2015, up from 133 in Q4 2014.
  • Funds reported $1.16B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2015, up 37% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2015 and 9 closed out, a net change of +16 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2015 was Morgan Stanley, an estimated $82.5M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2015 was Cerity Partners OCIO, an estimated $8.21M sold.

Based on aggregated 13F filings for Q1 2015.