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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

8% more funds holding

Funds holding: 158171 (+13)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$36.7M)

2.1% less ownership

Funds ownership: 52.75%50.65% (-2.1%)

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.56%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
22
Increased
77
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$463K +$41.7K +850 +10%
PAMU
102
Pictet Asset Management (UK)
United Kingdom
$444K -$5.52M -112,657 -93%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$437K -$237K -4,838 -36%
EWM
104
Empirical Wealth Management
Washington
$426K -$122K -2,492 -23%
PS
105
Portfolio Solutions
Michigan
$415K -$12.5K -255 -3%
CC
106
Courier Capital
New York
$409K +$4.9K +100 +1%
CA
107
Cetera Advisors
Colorado
$393K -$27.1K -554 -7%
SBIA
108
Sheaff Brock Investment Advisors
Indiana
$348K
FCH
109
Freestone Capital Holdings
Washington
$344K -$86.5K -1,766 -21%
AWA
110
Arete Wealth Advisors
Illinois
$332K -$16.1K -328 -5%
AF
111
Aldebaran Financial
$317K +$49K +1,000 +19%
Charles Schwab
112
Charles Schwab
California
$303K +$294K +6,000 New
CFA
113
Carroll Financial Associates
North Carolina
$301K +$140K +2,852 +91%
AC
114
Alexandria Capital
Virginia
$284K +$24.8K +507 +10%
AIA
115
Allegis Investment Advisors
Idaho
$283K -$12.5K -255 -4%
EAM
116
Evanson Asset Management
California
$277K +$4.02K +82 +2%
GS
117
Girard Securities
California
$265K -$39.4K -804 -13%
ICOA
118
Investment Centers of America
North Dakota
$263K +$33.3K +679 +15%
AG
119
Advisor Group
Arizona
$254K +$250K +5,111 New
UCFA
120
United Capital Financial Advisors
Texas
$252K +$5.49K +112 +2%
NDSI
121
Newman Dignan & Sheerar Inc
Rhode Island
$248K -$2.45K -50 -1%
ACM
122
Argentus Capital Management
Texas
$235K -$24.8K -507 -10%
ONB
123
Old National Bancorp
Indiana
$232K -$29.9K -611 -12%
GWM
124
Greenwich Wealth Management
Connecticut
$226K +$3.33K +68 +2%
Citigroup
125
Citigroup
New York
$215K -$2.6K -53 -1%

RWO Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2016, worth a combined $1.19B — up 3.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWO positions and 8 closed out — a net gain of 14 holders — while 77 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $12.3M. The largest seller was LPL Financial, cutting an estimated $44.7M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2016, up from 158 in Q1 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2016 and 8 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2016 was State Street, an estimated $12.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2016 was LPL Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2016.