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State Street SPDR Dow Jones Global Real Estate ETF

186 hedge funds and large institutions have $1.41B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$249M)

5.61% more ownership

Funds ownership: 50.04%55.65% (+5.6%)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% less funds holding

Funds holding: 191186 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.63%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
20
Increased
76
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$1.09M +$509K +10,788 +87%
GWA
77
Guidant Wealth Advisors
Illinois
$1.07M -$12.5K -264 -1%
AA
78
Ancora Advisors
Ohio
$1M -$10.1K -214 -1%
FHA
79
Flagship Harbor Advisors
Massachusetts
$973K -$45.6K -967 -5%
SCM
80
SOL Capital Management
Maryland
$943K +$69.3K +1,470 +8%
EA
81
Edge Advisors
Georgia
$929K
AI
82
Atria Investments
North Carolina
$925K +$452K +9,572 +95%
IP
83
Investment Partners
Ohio
$914K +$48K +1,018 +6%
WPW
84
Waldron Private Wealth
Pennsylvania
$905K -$436K -9,245 -32%
SIAS
85
Shine Investment Advisory Services
Colorado
$895K +$330 +7 +0%
BFG
86
Barber Financial Group
Kansas
$879K +$157K +3,336 +22%
RJT
87
Raymond James Trust
Florida
$867K -$1.82M -38,656 -68%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$847K -$37.7K -800 -4%
PSUF
89
People's United Financial
Connecticut
$805K +$23.7K +503 +3%
CHP
90
Cable Hill Partners
Oregon
$770K -$8.54M -180,996 -92%
BSW
91
Buckingham Strategic Wealth
Missouri
$765K -$18.5K -392 -2%
JP Morgan Chase
92
JP Morgan Chase
New York
$747K +$748K +15,861 New
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$724K -$70.3K -1,491 -9%
PAG
94
Private Advisory Group
Washington
$641K +$642K +13,610 New
BSWMG
95
Barrington Strategic Wealth Management Group
Illinois
$620K +$31.1K +660 +5%
FFW
96
Fusion Family Wealth
New York
$593K +$594K +12,594 New
MBT
97
Montecito Bank & Trust
California
$591K -$153K -3,241 -21%
GA
98
Greytown Advisors
Florida
$588K
OA
99
Opes Advisors
California
$560K +$202K +4,280 +56%
IDBONY
100
Israel Discount Bank of New York
New York
$531K -$242K -5,120 -31%

RWO Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2017, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Raymond James & Associates, cutting an estimated $66M.

  • 186 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $1.41B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $250M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2017 was Raymond James & Associates, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2017.