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State Street SPDR Dow Jones Global Real Estate ETF

191 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

7% more funds holding

Funds holding: 179191 (+12)

2.39% more ownership

Funds ownership: 47.65%50.04% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$25M)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
36
Increased
72
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
51
McAdam LLC
Pennsylvania
$2.87M +$2.84M +61,250 New
PAM
52
Panagora Asset Management
Massachusetts
$2.87M +$77.7K +1,673 +3%
CCM
53
Condor Capital Management
New Jersey
$2.83M +$105K +2,253 +4%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$2.78M +$375K +8,065 +16%
RJT
55
Raymond James Trust
Florida
$2.67M +$22.5K +484 +0.9%
PMG
56
ProVise Management Group
Florida
$2.64M +$24.8K +533 +1%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.28M +$2.22M +47,758 +5,174%
Nomura Asset Management
58
Nomura Asset Management
Japan
$2.25M -$1.45M -31,200 -39%
NFG
59
Nations Financial Group
Iowa
$2.08M -$72.6K -1,563 -3%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$2.04M -$118K -2,533 -5%
CPO
61
Cerity Partners OCIO
New York
$1.97M -$20.5M -440,468 -91%
CCM
62
CWH Capital Management
Washington
$1.76M -$635K -13,665 -27%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$1.62M +$151K +3,257 +10%
CAL
64
Capital Advisors Ltd
Ohio
$1.61M +$72.8K +1,567 +5%
M&T Bank
65
M&T Bank
New York
$1.58M -$3.3K -71 -0.2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.49M +$74K +1,594 +5%
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$1.41M -$89.6K -1,929 -6%
Jane Street
68
Jane Street
New York
$1.36M -$3.8M -81,787 -74%
WPW
69
Waldron Private Wealth
Pennsylvania
$1.33M +$1.32M +28,482 New
IFB
70
iAB Financial Bank
Indiana
$1.21M -$929 -20 -0.1%
NPC
71
National Planning Corporation
California
$1.18M +$90.2K +1,942 +8%
MWM
72
Modera Wealth Management
New Jersey
$1.16M +$530K +11,419 +86%
GWA
73
Guidant Wealth Advisors
Illinois
$1.08M -$166K -3,581 -13%
CWM
74
Concert Wealth Management
California
$1.07M +$244K +5,264 +30%
FC
75
Financial Consulate
Maryland
$1.02M +$322K +6,931 +47%

RWO Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2016, worth a combined $1.17B — down 2.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWO positions and 22 closed out — a net gain of 14 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $52.8M sold.

  • 191 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $1.17B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2016 and 22 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2016 was LPL Financial, an estimated $55.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2016 was HSBC Holdings, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2016.