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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$123M)

10% more funds holding

Funds holding: 156171 (+15)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3.54% more ownership

Funds ownership: 50.64%54.18% (+3.5%)

Holders
171
Holders Change
+15
Holders Change %
+9.62%
% of All Funds
4.49%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.39%
New
35
Increased
63
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPS
76
Counsel Portfolio Services
Ontario, Canada
$1.09M +$1.09M +23,301 New
PAM
77
Panagora Asset Management
Massachusetts
$1.09M +$1.09M +23,301 New
AA
78
Ancora Advisors
Ohio
$1.03M -$33.2K -707 -3%
IFB
79
iAB Financial Bank
Indiana
$1.03M -$17.1K -365 -2%
BFEC
80
Benjamin F. Edwards & Company
Missouri
$1.01M +$4.32K +92 +0.4%
NPC
81
National Planning Corporation
California
$976K -$342K -7,271 -25%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$941K +$214K +4,557 +29%
OC
83
Oarsman Capital
Wisconsin
$929K +$12.3K +261 +1%
FHC
84
First Heartland Consultants
Missouri
$906K -$9.44K -201 -1%
HighTower Advisors
85
HighTower Advisors
Illinois
$891K -$55K -1,171 -6%
SIAS
86
Shine Investment Advisory Services
Colorado
$885K
IP
87
Investment Partners
Ohio
$836K +$40.1K +853 +5%
BJL
88
Brighton Jones LLC
Washington
$828K -$11.7K -248 -1%
SCM
89
SOL Capital Management
Maryland
$784K +$2.35K +50 +0.3%
NC
90
NewSquare Capital
Pennsylvania
$755K -$46.5K -989 -6%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$752K -$296K -6,311 -28%
CWM
92
Concert Wealth Management
California
$723K -$83.6K -1,780 -10%
FC
93
Financial Consulate
Maryland
$683K -$1.1M -23,375 -62%
EWM
94
Empirical Wealth Management
Washington
$665K -$66.3K -1,412 -9%
Natixis Advisors
95
Natixis Advisors
Massachusetts
$658K +$28.2K +600 +4%
CS
96
Credit Suisse
Switzerland
$597K -$1.21M -25,669 -67%
AWMG
97
Alliance Wealth Management Group
New Jersey
$589K +$592K +12,595 New
MWM
98
Modera Wealth Management
New Jersey
$581K -$120K -2,559 -17%
VA
99
Valmark Advisers
Ohio
$568K +$570K +12,132 New
AssetMark Inc
100
AssetMark Inc
California
$496K +$484K +10,294 +3,420%

RWO Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2015, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWO positions and 17 closed out — a net gain of 18 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was Goldman Sachs, cutting an estimated $14.6M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2015, up from 156 in Q3 2015.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2015 and 17 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2015 was LPL Financial, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2015.