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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

8% more funds holding

Funds holding: 158171 (+13)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$36.7M)

2.1% less ownership

Funds ownership: 52.75%50.65% (-2.1%)

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.56%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
22
Increased
77
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
51
Mosaic Financial Partners
California
$3.05M +$236K +4,821 +9%
EA
52
Efficient Advisors
Ohio
$2.96M +$350K +7,135 +14%
RJT
53
Raymond James Trust
Florida
$2.94M +$222K +4,522 +8%
CCM
54
Condor Capital Management
New Jersey
$2.88M -$22.8K -465 -0.8%
CPS
55
Counsel Portfolio Services
Ontario, Canada
$2.77M +$89.9K +1,835 +3%
PAM
56
Panagora Asset Management
Massachusetts
$2.77M +$89.9K +1,835 +3%
TAG
57
Tactical Allocation Group
Michigan
$2.67M -$383K -7,815 -13%
Ameriprise
58
Ameriprise
Minnesota
$2.64M +$459K +9,367 +22%
PMG
59
ProVise Management Group
Florida
$2.58M +$440K +8,969 +21%
CCM
60
CWH Capital Management
Washington
$2.56M +$152K +3,095 +6%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.53M -$102K -2,080 -4%
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$2.46M +$84.9K +1,733 +4%
NFG
63
Nations Financial Group
Iowa
$2.24M +$112K +2,282 +5%
IA
64
IFP Advisors
Florida
$2.15M +$2.09M +42,603 +170,412%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.13M +$166K +3,378 +9%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$1.92M -$20.6K -421 -1%
M&T Bank
67
M&T Bank
New York
$1.72M -$161K -3,293 -9%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$1.6M +$20.7K +422 +1%
CAL
69
Capital Advisors Ltd
Ohio
$1.55M +$39K +795 +3%
NPC
70
National Planning Corporation
California
$1.52M +$376K +7,677 +35%
MWM
71
Merriman Wealth Management
Washington
$1.51M -$12.1K -246 -0.8%
SG Americas Securities
72
SG Americas Securities
New York
$1.48M +$1.44M +29,399 New
SG
73
Societe Generale
$1.48M +$1.44M +29,399 New
SS
74
Simplicity Solutions
Minnesota
$1.39M +$275K +5,602 +25%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.28M +$189K +3,862 +18%

RWO Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2016, worth a combined $1.19B — up 3.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWO positions and 8 closed out — a net gain of 14 holders — while 77 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $12.3M. The largest seller was LPL Financial, cutting an estimated $44.7M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2016, up from 158 in Q1 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2016 and 8 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2016 was State Street, an estimated $12.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2016 was LPL Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2016.