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State Street SPDR Dow Jones Global Real Estate ETF

158 hedge funds and large institutions have $1.15B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$65.7M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.43% less ownership

Funds ownership: 54.18%52.75% (-1.4%)

8% less funds holding

Funds holding: 171158 (-13)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
4.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
16
Increased
59
Reduced
61
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Courier Capital
New York
$393K
AWA
102
Arete Wealth Advisors
Illinois
$339K -$25.3K -555 -7%
SBIA
103
Sheaff Brock Investment Advisors
Indiana
$338K
TCM
104
Tradition Capital Management
New Jersey
$317K +$295K +6,474 New
CWM
105
Concert Wealth Management
California
$306K -$414K -9,081 -59%
SWP
106
Stratos Wealth Partners
Ohio
$302K +$281K +6,172 New
MI
107
Mercer Investments
Massachusetts
$297K
GS
108
Girard Securities
California
$294K -$17.7K -389 -6%
AIA
109
Allegis Investment Advisors
Idaho
$290K -$1.87K -41 -0.7%
EAM
110
Evanson Asset Management
California
$265K
CWM
111
Cornerstone Wealth Management
Missouri
$258K +$234K +5,124 New
AF
112
Aldebaran Financial
$257K
ONB
113
Old National Bancorp
Indiana
$255K -$17K -373 -7%
ACM
114
Argentus Capital Management
Texas
$253K +$109K +2,382 +85%
AC
115
Alexandria Capital
Virginia
$251K +$58.1K +1,275 +33%
NDSI
116
Newman Dignan & Sheerar Inc
Rhode Island
$244K -$28.9K -634 -11%
UCFA
117
United Capital Financial Advisors
Texas
$242K -$163K -3,585 -42%
AIG
118
American International Group
New York
$239K -$14.5K -319 -6%
ICOA
119
Investment Centers of America
North Dakota
$223K -$18.9K -414 -8%
GWM
120
Greenwich Wealth Management
Connecticut
$216K +$201K +4,416 New
US Bancorp
121
US Bancorp
Minnesota
$214K +$103K +2,253 +106%
Citigroup
122
Citigroup
New York
$212K -$85.8K -1,882 -30%
BlackRock
123
BlackRock
New York
$186K +$547 +12 +0.3%
SHJ
124
Sharkey, Howes & Javer
Colorado
$181K -$3.21M -70,539 -95%
LWM
125
Lenox Wealth Management
Ohio
$181K +$26.2K +574 +18%

RWO Hedge Fund Activity: Q1 2016 in Review

158 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2016, worth a combined $1.15B — up 6.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWO and 16 opened new positions — a net loss of 12 holders — while 61 trimmed existing stakes and 59 added.

The largest buyer was HSBC Holdings, adding an estimated $18M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.2M sold.

  • 158 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2016, down from 171 in Q4 2015.
  • Funds reported $1.15B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2016, up 6.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2016 and 28 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2016 was HSBC Holdings, an estimated $18M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2016 was Raymond James Financial Services Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2016.