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State Street SPDR Dow Jones Global Real Estate ETF

186 hedge funds and large institutions have $1.41B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$249M)

5.61% more ownership

Funds ownership: 50.04%55.65% (+5.6%)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% less funds holding

Funds holding: 191186 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.63%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
20
Increased
76
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Simmons Bank
Arkansas
$3.11M +$3.12M +66,070 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$3.04M +$115K +2,430 +4%
ML
53
McAdam LLC
Pennsylvania
$3.02M +$140K +2,967 +5%
CCM
54
Condor Capital Management
New Jersey
$2.9M +$50.1K +1,061 +2%
IAA
55
Ironsides Asset Advisors
North Carolina
$2.77M -$242K -5,140 -8%
PMG
56
ProVise Management Group
Florida
$2.75M +$99.3K +2,105 +4%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.44M +$148K +3,143 +6%
NFG
58
Nations Financial Group
Iowa
$2.07M -$20.7K -439 -1%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.96M -$90K -1,907 -4%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.85M +$353K +7,479 +23%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.83M +$198K +4,204 +12%
CPO
62
Cerity Partners OCIO
New York
$1.77M -$204K -4,334 -10%
CAL
63
Capital Advisors Ltd
Ohio
$1.68M +$56.2K +1,192 +3%
IFB
64
iAB Financial Bank
Indiana
$1.41M +$198K +4,190 +16%
OC
65
Oarsman Capital
Wisconsin
$1.38M +$405K +8,581 +41%
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$1.37M -$43.2K -915 -3%
SG Americas Securities
67
SG Americas Securities
New York
$1.36M +$1.36M +28,881 New
IA
68
IFP Advisors
Florida
$1.27M -$1.85M -39,195 -59%
M&T Bank
69
M&T Bank
New York
$1.26M -$327K -6,937 -21%
FC
70
Financial Consulate
Maryland
$1.25M +$225K +4,761 +22%
NPC
71
National Planning Corporation
California
$1.23M +$40K +847 +3%
Citadel Advisors
72
Citadel Advisors
Florida
$1.15M +$1.15M +24,320 New
Invesco
73
Invesco
Georgia
$1.14M +$242K +5,130 +27%
MWM
74
Modera Wealth Management
New Jersey
$1.13M -$33.1K -702 -3%
P
75
Pitcairn
Pennsylvania
$1.11M -$3.92M -83,067 -78%

RWO Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2017, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Raymond James & Associates, cutting an estimated $66M.

  • 186 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $1.41B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $250M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2017 was Raymond James & Associates, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2017.