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State Street SPDR Dow Jones Global Real Estate ETF

144 hedge funds and large institutions have $940M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 147144 (-3)

6.89% less ownership

Funds ownership: 56.07%49.18% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

19% less capital invested

Capital invested by funds: $1.16B → $940M (-$223M)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.88%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
16
Increased
68
Reduced
36
Closed
16
Calls
$35.8M
Puts
Net Calls
+$35.8M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
76
Virtu KCG Holdings
New York
$803K +$849K +17,532 New
RJT
77
Raymond James Trust
Florida
$799K +$22.6K +467 +3%
IP
78
Investment Partners
Ohio
$775K -$208K -4,293 -20%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$762K +$48.9K +1,010 +6%
FAAS
80
First Allied Advisory Services
California
$708K +$237K +4,890 +46%
EWM
81
Empirical Wealth Management
Washington
$684K -$4.02K -83 -0.6%
MWM
82
Modera Wealth Management
New Jersey
$640K +$338K +6,982 +100%
Nomura Asset Management
83
Nomura Asset Management
Japan
$623K -$1.05M -21,600 -61%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$568K +$600K +12,403 New
SS
85
Simplicity Solutions
Minnesota
$559K +$377K +7,789 +176%
WPW
86
Waldron Private Wealth
Pennsylvania
$556K
CCM
87
Coldstream Capital Management
Washington
$496K +$524K +10,835 New
HNB
88
Huntington National Bank
Ohio
$461K -$733K -15,150 Closed
BSWMG
89
Barrington Strategic Wealth Management Group
Illinois
$438K +$12.1K +250 +3%
CBU
90
CIBC Bank USA
Illinois
$413K -$1.16K -24 -0.3%
GF
91
Gerstein Fisher
New York
$413K +$29.4K +608 +7%
UCFA
92
United Capital Financial Advisors
Texas
$400K +$138K +2,855 +49%
AWA
93
Arete Wealth Advisors
Illinois
$394K -$149K -3,088 -26%
SWP
94
Stratos Wealth Partners
Ohio
$394K -$61.1K -1,263 -13%
SCM
95
SOL Capital Management
Maryland
$385K +$38.7K +799 +11%
CA
96
Cetera Advisors
Colorado
$366K -$226K -4,668 -36%
EAM
97
Evanson Asset Management
California
$342K +$1.5K +31 +0.4%
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
$293K -$12.1K -250 -4%
SI
99
SII Investments
Wisconsin
$277K +$43K +889 +17%
FA
100
FCG Advisors
New Jersey
$274K -$9.73K -201 -3%

RWO Hedge Fund Activity: Q2 2015 in Review

144 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2015, worth a combined $940M — down 19% from $1.16B a quarter earlier.

Fund positioning in RWO was balanced in Q2 2015: 16 funds opened new positions, 16 closed out, 68 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $65.5M.

  • 144 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2015, down from 147 in Q1 2015.
  • Funds reported $940M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2015, down 19% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2015 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2015 was Goldman Sachs, an estimated $22.5M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2015 was Morgan Stanley, an estimated $65.5M sold.

Based on aggregated 13F filings for Q2 2015.