We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF
RWO

171 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$123M)

10% more funds holding

Funds holding: 156 → 171 (+15)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

3.54% more ownership

Funds ownership: 50.64% → 54.18% (+3.5%)

Holders
171
Holders Change
+15
Holders Change %
+9.62%
% of All Funds
4.49%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.39%
New
35
Increased
63
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.6M
2
State Street
State Street
Massachusetts
+$18.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$9.81M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$8.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.68M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$14.6M
2
VFA
Voya Financial Advisors
Connecticut
-$9.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.35M
4
GI
Gradient Investments
Minnesota
-$7.05M
5
FA
FDx Advisors
Illinois
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$493K -$16.3K -348 -3%
FAAS
102
First Allied Advisory Services
California
$460K +$55.5K +1,182 +14%
BSWMG
103
Barrington Strategic Wealth Management Group
Illinois
$441K -$3.05K -65 -0.7%
FCH
104
Freestone Capital Holdings
Washington
$431K – – –
TCM
105
TD Capital Management
Tennessee
$419K -$491K -10,448 -54%
UCFA
106
United Capital Financial Advisors
Texas
$399K – – –
CA
107
Cetera Advisors
Colorado
$382K +$60.6K +1,289 +18%
CC
108
Courier Capital
New York
$376K +$2.35K +50 +0.6%
Charles Schwab
109
Charles Schwab
California
$375K -$70.5K -1,500 -16%
CBU
110
CIBC Bank USA
Illinois
$359K -$9.21K -196 -2%
SI
111
SII Investments
Wisconsin
$358K -$42.4K -903 -11%
AWA
112
Arete Wealth Advisors
Illinois
$350K -$50K -1,064 -12%
VKH
113
Virtu KCG Holdings
New York
$345K -$1.03M -21,966 -75%
SBIA
114
Sheaff Brock Investment Advisors
Indiana
$323K +$324K +6,907 New
BF
115
BOK Financial
Oklahoma
$321K +$74.3K +1,581 +30%
GS
116
Girard Securities
California
$298K +$301K +6,405 New
Citigroup
117
Citigroup
New York
$291K +$65.9K +1,402 +29%
Millennium Management
118
Millennium Management
New York
$286K +$287K +6,116 New
MI
119
Mercer Investments
Massachusetts
$283K +$284K +6,055 New
AIA
120
Allegis Investment Advisors
Idaho
$279K +$280K +5,964 New
ONB
121
Old National Bancorp
Indiana
$262K – – –
NDSI
122
Newman Dignan & Sheerar Inc
Rhode Island
$262K +$1.08K +23 +0.4%
HNB
123
Huntington National Bank
Ohio
$260K – – –
EAM
124
Evanson Asset Management
California
$253K +$4.37K +93 +2%
AF
125
Aldebaran Financial
$243K – – –
3 4
5
6 7

RWO Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2015, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWO positions and 17 closed out — a net gain of 18 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was Goldman Sachs, cutting an estimated $14.6M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2015, up from 156 in Q3 2015.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2015 and 17 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2015 was LPL Financial, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2015.