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State Street SPDR Dow Jones Global Real Estate ETF

199 hedge funds and large institutions have $1.63B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

4% more funds holding

Funds holding: 192199 (+7)

2.17% more ownership

Funds ownership: 58.62%60.79% (+2.2%)

4% more capital invested

Capital invested by funds: $1.57B → $1.63B (+$63.7M)

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
27
Increased
83
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
51
ProVise Management Group
Florida
$3.09M +$159K +3,319 +5%
IAA
52
Ironsides Asset Advisors
North Carolina
$2.81M
SHJ
53
Sharkey, Howes & Javer
Colorado
$2.62M +$2.62M +54,665 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.39M -$44K -917 -2%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$2.34M +$77.2K +1,608 +3%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.95M +$28.1K +586 +1%
Ameriprise
57
Ameriprise
Minnesota
$1.94M -$51.4K -1,071 -3%
NSLI
58
Nan Shan Life Insurance
Taiwan
$1.9M +$1.91M +39,848 New
CAL
59
Capital Advisors Ltd
Ohio
$1.72M +$5.81K +121 +0.3%
BFG
60
Barber Financial Group
Kansas
$1.65M +$653K +13,610 +65%
CPO
61
Cerity Partners OCIO
New York
$1.56M -$64K -1,333 -4%
OC
62
Oarsman Capital
Wisconsin
$1.55M +$28K +584 +2%
IA
63
IFP Advisors
Florida
$1.54M +$38.2K +795 +3%
FC
64
Financial Consulate
Maryland
$1.51M +$162K +3,377 +12%
SPIA
65
Steward Partners Investment Advisory
New York
$1.42M -$147K -3,061 -9%
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$1.42M +$11.7K +243 +0.8%
M&T Bank
67
M&T Bank
New York
$1.32M +$247K +5,152 +23%
SI
68
SII Investments
Wisconsin
$1.31M +$65.3K +1,361 +5%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$1.25M +$12.9K +269 +1%
GWA
70
Guidant Wealth Advisors
Illinois
$1.21M +$95.5K +1,989 +9%
Invesco
71
Invesco
Georgia
$1.17M -$44.6K -929 -4%
MWM
72
Modera Wealth Management
New Jersey
$1.15M +$20.1K +419 +2%
BJL
73
Brighton Jones LLC
Washington
$1.1M +$262K +5,458 +31%
P
74
Pitcairn
Pennsylvania
$1.08M -$45.7K -951 -4%
EA
75
Edge Advisors
Georgia
$1.06M +$13K +270 +1%

RWO Hedge Fund Activity: Q3 2017 in Review

199 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2017, worth a combined $1.63B — up 4.1% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWO positions and 17 closed out — a net gain of 10 holders — while 83 added to existing stakes and 64 trimmed.

The largest buyer was Wells Fargo, adding an estimated $49.2M. The largest seller was Glenmede Trust, cutting an estimated $11.9M.

  • 199 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2017, up from 192 in Q2 2017.
  • Funds reported $1.63B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2017 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2017 was Wells Fargo, an estimated $49.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2017 was Glenmede Trust, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.