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State Street SPDR Dow Jones Global Real Estate ETF
RWO

171 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$123M)

10% more funds holding

Funds holding: 156 → 171 (+15)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

3.54% more ownership

Funds ownership: 50.64% → 54.18% (+3.5%)

Holders
171
Holders Change
+15
Holders Change %
+9.62%
% of All Funds
4.49%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.39%
New
35
Increased
63
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.6M
2
State Street
State Street
Massachusetts
+$18.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$9.81M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$8.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.68M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$14.6M
2
VFA
Voya Financial Advisors
Connecticut
-$9.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.35M
4
GI
Gradient Investments
Minnesota
-$7.05M
5
FA
FDx Advisors
Illinois
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.75M +$716K +15,252 +35%
AIS
52
Accurate Investment Solutions
Pennsylvania
$2.72M +$2.73M +58,027 New
CCM
53
Condor Capital Management
New Jersey
$2.65M -$10.7K -228 -0.4%
CCM
54
Coldstream Capital Management
Washington
$2.49M +$752K +16,015 +43%
CCM
55
CWH Capital Management
Washington
$2.42M +$104K +2,210 +4%
JP Morgan Chase
56
JP Morgan Chase
New York
$2.4M -$240K -5,103 -9%
PAG
57
Private Advisor Group
New Jersey
$2.23M +$113K +2,413 +5%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$2.1M +$2.11M +44,964 New
NFG
59
Nations Financial Group
Iowa
$2.02M +$2.03M +43,209 New
P
60
Pitcairn
Pennsylvania
$1.95M +$844K +17,976 +76%
M&T Bank
61
M&T Bank
New York
$1.9M -$14.5K -308 -0.8%
PMG
62
ProVise Management Group
Florida
$1.89M -$4.65K -99 -0.2%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.88M +$317K +6,738 +20%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$1.81M +$49.3K +1,049 +3%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.79M -$7.35M -156,371 -80%
Ameriprise
66
Ameriprise
Minnesota
$1.63M +$116K +2,468 +8%
IA
67
IFP Advisors
Florida
$1.48M +$1.49M +31,646 New
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$1.47M +$253K +5,396 +21%
MWM
69
Merriman Wealth Management
Washington
$1.42M +$1.45M +30,785 New
SCM
70
Stonehearth Capital Management
Massachusetts
$1.38M -$4.32K -92 -0.3%
Invesco
71
Invesco
Georgia
$1.38M -$219K -4,661 -14%
RJT
72
Raymond James Trust
Florida
$1.35M +$430K +9,148 +46%
CAL
73
Capital Advisors Ltd
Ohio
$1.31M +$68.8K +1,464 +6%
TC
74
Telemus Capital
Michigan
$1.25M +$445K +9,463 +55%
CG
75
Colony Group
Massachusetts
$1.21M -$82.4K -1,755 -6%
1 2
3
4 5

RWO Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2015, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWO positions and 17 closed out — a net gain of 18 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was Goldman Sachs, cutting an estimated $14.6M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2015, up from 156 in Q3 2015.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2015 and 17 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2015 was LPL Financial, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2015.