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State Street SPDR Dow Jones Global Real Estate ETF

191 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

7% more funds holding

Funds holding: 179191 (+12)

2.39% more ownership

Funds ownership: 47.65%50.04% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$25M)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
36
Increased
72
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$1.01M +$998K +21,484 New
AA
77
Ancora Advisors
Ohio
$1.01M +$90.1K +1,941 +10%
OC
78
Oarsman Capital
Wisconsin
$969K -$238K -5,134 -20%
GWM
79
Geneos Wealth Management
Colorado
$969K -$65.1K -1,402 -6%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$958K +$950K +20,450 New
EA
81
Edge Advisors
Georgia
$925K +$917K +19,750 New
Invesco
82
Invesco
Georgia
$896K -$174K -3,738 -16%
SIAS
83
Shine Investment Advisory Services
Colorado
$891K -$6.08K -131 -0.7%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$881K -$2.51K -54 -0.3%
SCM
85
SOL Capital Management
Maryland
$869K -$55.7K -1,200 -6%
IP
86
Investment Partners
Ohio
$862K +$3.58K +77 +0.4%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$790K +$302K +6,509 +63%
BSW
88
Buckingham Strategic Wealth
Missouri
$780K -$60.7K -1,306 -7%
PSUF
89
People's United Financial
Connecticut
$778K +$711K +15,302 +1,172%
IDBONY
90
Israel Discount Bank of New York
New York
$769K +$762K +16,402 New
CA
91
Clearstead Advisors
Ohio
$767K +$760K +16,364 New
MBT
92
Montecito Bank & Trust
California
$740K -$1.59M -34,343 -68%
BFG
93
Barber Financial Group
Kansas
$719K +$713K +15,343 New
BAC
94
Boys Arnold & Co
North Carolina
$604K -$652K -14,034 -52%
APP
95
Avantax Planning Partners
Iowa
$601K +$596K +12,834 New
BSWMG
96
Barrington Strategic Wealth Management Group
Illinois
$586K +$115K +2,485 +25%
GA
97
Greytown Advisors
Florida
$585K +$580K +12,486 New
CFA
98
Carroll Financial Associates
North Carolina
$581K +$139K +3,000 +32%
HighTower Advisors
99
HighTower Advisors
Illinois
$501K -$55.5K -1,194 -10%
CWM
100
Cornerstone Wealth Management
Missouri
$501K +$206K +4,433 +71%

RWO Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2016, worth a combined $1.17B — down 2.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWO positions and 22 closed out — a net gain of 14 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $52.8M sold.

  • 191 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $1.17B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2016 and 22 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2016 was LPL Financial, an estimated $55.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2016 was HSBC Holdings, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2016.