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State Street SPDR Dow Jones Global Real Estate ETF

179 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 51

5% more funds holding

Funds holding: 171179 (+8)

0% more capital invested

Capital invested by funds: $1.19B → $1.19B (+$2.96M)

3% less ownership

Funds ownership: 50.65%47.65% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
18
Increased
83
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CJA
51
C-J Advisory
California
$2.99M +$3.06M +60,088 New
PAM
52
Panagora Asset Management
Massachusetts
$2.97M +$233K +4,586 +8%
CCM
53
Condor Capital Management
New Jersey
$2.9M +$46.5K +914 +2%
RJT
54
Raymond James Trust
Florida
$2.82M -$94.3K -1,854 -3%
PMG
55
ProVise Management Group
Florida
$2.78M +$240K +4,710 +9%
IA
56
IFP Advisors
Florida
$2.74M +$629K +12,354 +29%
MFP
57
Mosaic Financial Partners
California
$2.58M -$441K -8,666 -14%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$2.55M +$119K +2,339 +5%
CCM
59
CWH Capital Management
Washington
$2.55M +$18.1K +355 +0.7%
MBT
60
Montecito Bank & Trust
California
$2.5M +$1.6M +31,480 +169%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.3M -$211K -4,140 -8%
NFG
62
Nations Financial Group
Iowa
$2.29M +$75.1K +1,476 +3%
RPG
63
Risk Paradigm Group
Texas
$2.24M +$2.28M +44,886 New
SS
64
Simplicity Solutions
Minnesota
$1.77M +$403K +7,923 +29%
M&T Bank
65
M&T Bank
New York
$1.69M -$13.1K -258 -0.8%
CAL
66
Capital Advisors Ltd
Ohio
$1.64M +$99.9K +1,963 +6%
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$1.59M +$11.1K +219 +0.7%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$1.56M -$347K -6,818 -18%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.51M +$244K +4,792 +19%
BAC
70
Boys Arnold & Co
North Carolina
$1.34M +$323K +6,345 +31%
IFB
71
iAB Financial Bank
Indiana
$1.29M +$117K +2,300 +10%
GWA
72
Guidant Wealth Advisors
Illinois
$1.29M +$1.35M +26,586 New
OC
73
Oarsman Capital
Wisconsin
$1.29M +$43.7K +859 +3%
Charles Schwab
74
Charles Schwab
California
$1.25M +$967K +19,000 +317%
P
75
Pitcairn
Pennsylvania
$1.17M

RWO Hedge Fund Activity: Q3 2016 in Review

179 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 Q3 2016, worth a combined $1.19B — up 0.25% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWO positions and 7 closed out — a net gain of 11 holders — while 83 added to existing stakes and 51 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $56.6M.

  • 179 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2016, up 0.25% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $15M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2016 was LPL Financial, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2016.