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State Street SPDR Dow Jones Global Real Estate ETF

156 hedge funds and large institutions have $962M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

8% more funds holding

Funds holding: 144156 (+12)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.46% more ownership

Funds ownership: 49.18%50.64% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

2% more capital invested

Capital invested by funds: $940M → $962M (+$22.6M)

Holders
156
Holders Change
+12
Holders Change %
+8.33%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.39%
New
25
Increased
59
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$924K +$83.2K +1,804 +10%
RJT
77
Raymond James Trust
Florida
$892K +$106K +2,306 +13%
FHC
78
First Heartland Consultants
Missouri
$884K -$713K -15,456 -44%
OC
79
Oarsman Capital
Wisconsin
$884K +$38.5K +834 +4%
TCM
80
TD Capital Management
Tennessee
$876K -$1.35M -29,324 -60%
SIAS
81
Shine Investment Advisory Services
Colorado
$854K +$873K +18,912 New
SS
82
Simplicity Solutions
Minnesota
$853K +$309K +6,687 +55%
BJL
83
Brighton Jones LLC
Washington
$810K +$828K +17,943 New
CWM
84
Concert Wealth Management
California
$777K -$459K -9,950 -37%
TC
85
Telemus Capital
Michigan
$777K +$794K +17,209 New
NC
86
NewSquare Capital
Pennsylvania
$773K -$57.8K -1,253 -7%
IP
87
Investment Partners
Ohio
$767K +$8.81K +191 +1%
SCM
88
SOL Capital Management
Maryland
$754K +$383K +8,300 +99%
EWM
89
Empirical Wealth Management
Washington
$706K +$32.3K +700 +5%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$702K -$49.6K -1,076 -6%
MWM
91
Modera Wealth Management
New Jersey
$677K +$46.6K +1,010 +7%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$608K +$48.4K +1,050 +8%
Stifel Financial
93
Stifel Financial
Missouri
$491K +$239K +5,179 +91%
Charles Schwab
94
Charles Schwab
California
$430K +$208K +4,500 +90%
BSWMG
95
Barrington Strategic Wealth Management Group
Illinois
$429K -$2.77K -60 -0.6%
FCH
96
Freestone Capital Holdings
Washington
$416K +$425K +9,209 New
Allianz Asset Management
97
Allianz Asset Management
Germany
$413K +$422K +9,143 New
FAAS
98
First Allied Advisory Services
California
$392K -$320K -6,943 -45%
AWA
99
Arete Wealth Advisors
Illinois
$386K -$2.58K -56 -0.7%
UCFA
100
United Capital Financial Advisors
Texas
$385K -$9.27K -201 -2%