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State Street SPDR Dow Jones Global Real Estate ETF

144 hedge funds and large institutions have $940M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 147144 (-3)

6.89% less ownership

Funds ownership: 56.07%49.18% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

19% less capital invested

Capital invested by funds: $1.16B → $940M (-$223M)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.88%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
16
Increased
68
Reduced
36
Closed
16
Calls
$35.8M
Puts
Net Calls
+$35.8M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$270K +$286K +5,900 New
Citigroup
102
Citigroup
New York
$264K +$23.5K +485 +9%
Stifel Financial
103
Stifel Financial
Missouri
$261K +$78K +1,611 +39%
ONB
104
Old National Bancorp
Indiana
$256K -$17.1K -354 -6%
AF
105
Aldebaran Financial
$241K
SPC
106
Sigma Planning Corp
Michigan
$231K -$14.6K -301 -6%
Charles Schwab
107
Charles Schwab
California
$230K +$242K +5,000 New
CC
108
Courier Capital
New York
$210K
AIG
109
American International Group
New York
$162K -$52.9K -1,092 -24%
AIM
110
Advantage Investment Management
Iowa
$144K +$92.6K +1,913 +155%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$137K +$15.3K +316 +12%
BCP
112
Blue Chip Partners
Michigan
$122K
PVH
113
Psagot Value Holdings
Israel
$101K
RIA
114
Regal Investment Advisors
Michigan
$75K +$2.81K +58 +4%
IF
115
Ironwood Financial
Arizona
$63K +$53.6K +1,108 +412%
IFA
116
Interactive Financial Advisors
Illinois
$57K +$5.66K +117 +10%
SCA
117
Strategic Capital Alternatives
United States
$56K
AW
118
Alpha Windward
Massachusetts
$55K +$48 +1 +0.1%
BCM
119
Brookstone Capital Management
Illinois
$54K +$57K +1,178 New
FFC
120
First Financial Corp
Indiana
$46K -$45.9K -948 -49%
MWP
121
MYCIO Wealth Partners
Pennsylvania
$46K
GWA
122
Genesis Wealth Advisors
Massachusetts
$38.7K
BRWM
123
B. Riley Wealth Management
Tennessee
$35K
EDRH
124
Edmond de Rothschild Holding
Switzerland
$29K +$30.3K +625 New
WA
125
WFG Advisors
Texas
$28K +$97 +2 +0.3%

RWO Hedge Fund Activity: Q2 2015 in Review

144 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2015, worth a combined $940M — down 19% from $1.16B a quarter earlier.

Fund positioning in RWO was balanced in Q2 2015: 16 funds opened new positions, 16 closed out, 68 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $65.5M.

  • 144 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2015, down from 147 in Q1 2015.
  • Funds reported $940M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2015, down 19% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2015 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2015 was Goldman Sachs, an estimated $22.5M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2015 was Morgan Stanley, an estimated $65.5M sold.

Based on aggregated 13F filings for Q2 2015.