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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

8% more funds holding

Funds holding: 158171 (+13)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$36.7M)

2.1% less ownership

Funds ownership: 52.75%50.65% (-2.1%)

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.56%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
22
Increased
77
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$1.26M -$211K -4,303 -15%
OC
77
Oarsman Capital
Wisconsin
$1.26M +$223K +4,560 +22%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$1.23M -$3.92K -80 -0.3%
Invesco
79
Invesco
Georgia
$1.23M -$89.9K -1,834 -7%
P
80
Pitcairn
Pennsylvania
$1.19M
IFB
81
iAB Financial Bank
Indiana
$1.19M +$73.3K +1,495 +7%
BAC
82
Boys Arnold & Co
North Carolina
$1.04M +$1.01M +20,569 New
JP Morgan Chase
83
JP Morgan Chase
New York
$1.02M +$43.7K +892 +5%
AA
84
Ancora Advisors
Ohio
$985K -$114K -2,318 -11%
SIAS
85
Shine Investment Advisory Services
Colorado
$954K -$5.05K -103 -0.5%
BSW
86
Buckingham Strategic Wealth
Missouri
$940K -$157K -3,208 -15%
MBT
87
Montecito Bank & Trust
California
$940K +$915K +18,665 New
IP
88
Investment Partners
Ohio
$915K -$7.01K -143 -0.8%
FAAS
89
First Allied Advisory Services
California
$905K +$472K +9,632 +114%
SCM
90
SOL Capital Management
Maryland
$894K +$24.5K +500 +3%
SWP
91
Stratos Wealth Partners
Ohio
$886K +$560K +11,419 +185%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$824K +$79.4K +1,621 +11%
FC
93
Financial Consulate
Maryland
$714K +$2.65K +54 +0.4%
MWM
94
Modera Wealth Management
New Jersey
$672K +$46.2K +943 +8%
BJL
95
Brighton Jones LLC
Washington
$663K -$490 -10 -0.1%
GF
96
Gerstein Fisher
New York
$601K +$22.3K +456 +4%
CWM
97
Concert Wealth Management
California
$564K +$234K +4,779 +75%
HighTower Advisors
98
HighTower Advisors
Illinois
$561K -$410K -8,362 -43%
BSWMG
99
Barrington Strategic Wealth Management Group
Illinois
$505K +$39.4K +805 +9%
Stifel Financial
100
Stifel Financial
Missouri
$476K -$21.8K -445 -5%

RWO Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2016, worth a combined $1.19B — up 3.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWO positions and 8 closed out — a net gain of 14 holders — while 77 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $12.3M. The largest seller was LPL Financial, cutting an estimated $44.7M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2016, up from 158 in Q1 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2016 and 8 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2016 was State Street, an estimated $12.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2016 was LPL Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2016.