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State Street SPDR Dow Jones Global Real Estate ETF

179 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 51

5% more funds holding

Funds holding: 171179 (+8)

0% more capital invested

Capital invested by funds: $1.19B → $1.19B (+$2.96M)

3% less ownership

Funds ownership: 50.65%47.65% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
18
Increased
83
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$1.14M -$74.2K -1,458 -6%
GWM
77
Geneos Wealth Management
Colorado
$1.1M -$149K -2,925 -12%
NPC
78
National Planning Corporation
California
$1.08M -$309K -6,082 -21%
JP Morgan Chase
79
JP Morgan Chase
New York
$1.01M
SCM
80
SOL Capital Management
Maryland
$984K +$102K +2,000 +11%
AA
81
Ancora Advisors
Ohio
$974K
SIAS
82
Shine Investment Advisory Services
Colorado
$953K +$9.62K +189 +1%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$939K +$127K +2,494 +15%
IP
84
Investment Partners
Ohio
$912K +$7.17K +141 +0.8%
BSW
85
Buckingham Strategic Wealth
Missouri
$894K -$36.5K -718 -4%
SWP
86
Stratos Wealth Partners
Ohio
$884K +$7.63K +150 +0.9%
CWM
87
Concert Wealth Management
California
$878K +$327K +6,427 +58%
FAAS
88
First Allied Advisory Services
California
$745K -$158K -3,098 -17%
FC
89
Financial Consulate
Maryland
$739K +$33.7K +663 +5%
MWM
90
Modera Wealth Management
New Jersey
$659K -$5.75K -113 -0.8%
BJL
91
Brighton Jones LLC
Washington
$650K -$5.8K -114 -0.9%
GF
92
Gerstein Fisher
New York
$626K +$32.4K +637 +5%
HighTower Advisors
93
HighTower Advisors
Illinois
$590K +$38.5K +757 +7%
FHC
94
First Heartland Consultants
Missouri
$547K +$25.7K +505 +5%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$516K +$527K +10,352 New
BSWMG
96
Barrington Strategic Wealth Management Group
Illinois
$499K -$254 -5 -0%
PAMU
97
Pictet Asset Management (UK)
United Kingdom
$483K +$30.5K +600 +7%
SI
98
SII Investments
Wisconsin
$480K -$6.77M -133,035 -93%
CFA
99
Carroll Financial Associates
North Carolina
$468K +$173K +3,407 +57%
BF
100
BOK Financial
Oklahoma
$461K +$3K +59 +0.6%

RWO Hedge Fund Activity: Q3 2016 in Review

179 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 Q3 2016, worth a combined $1.19B — up 0.25% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWO positions and 7 closed out — a net gain of 11 holders — while 83 added to existing stakes and 51 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $56.6M.

  • 179 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2016, up 0.25% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $15M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2016 was LPL Financial, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2016.