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State Street SPDR Dow Jones Global Real Estate ETF

179 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 51

5% more funds holding

Funds holding: 171179 (+8)

0% more capital invested

Capital invested by funds: $1.19B → $1.19B (+$2.96M)

3% less ownership

Funds ownership: 50.65%47.65% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
18
Increased
83
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Portfolio Solutions
Michigan
$446K +$37K +728 +9%
Stifel Financial
102
Stifel Financial
Missouri
$442K -$27.1K -532 -6%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$428K -$4.73K -93 -1%
CC
104
Courier Capital
New York
$400K -$5.09K -100 -1%
EWM
105
Empirical Wealth Management
Washington
$399K -$23.6K -463 -5%
CA
106
Cetera Advisors
Colorado
$370K -$17K -334 -4%
AWA
107
Arete Wealth Advisors
Illinois
$354K +$26.3K +517 +8%
SBIA
108
Sheaff Brock Investment Advisors
Indiana
$344K
AIM
109
Advantage Investment Management
Iowa
$330K +$205K +4,020 +154%
AIA
110
Allegis Investment Advisors
Idaho
$315K +$32.9K +647 +11%
AF
111
Aldebaran Financial
$312K
ICOA
112
Investment Centers of America
North Dakota
$308K +$50.6K +995 +19%
CWM
113
Cornerstone Wealth Management
Missouri
$304K +$318K +6,259 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$291K -$946K -18,583 -76%
AC
115
Alexandria Capital
Virginia
$285K +$4.27K +84 +1%
EAM
116
Evanson Asset Management
California
$276K +$2.14K +42 +0.8%
GS
117
Girard Securities
California
$274K +$15K +295 +6%
LPL Financial
118
LPL Financial
California
$267K -$56.6M -1,111,614 -100%
VKH
119
Virtu KCG Holdings
New York
$253K +$258K +5,076 New
UCFA
120
United Capital Financial Advisors
Texas
$250K -$1.07K -21 -0.4%
AG
121
Advisor Group
Arizona
$238K -$16.7K -328 -6%
ONB
122
Old National Bancorp
Indiana
$229K
Comerica Bank
123
Comerica Bank
Texas
$229K +$246K +4,840 New
NDSI
124
Newman Dignan & Sheerar Inc
Rhode Island
$222K -$24.2K -475 -10%
Citigroup
125
Citigroup
New York
$213K

RWO Hedge Fund Activity: Q3 2016 in Review

179 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 Q3 2016, worth a combined $1.19B — up 0.25% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWO positions and 7 closed out — a net gain of 11 holders — while 83 added to existing stakes and 51 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $56.6M.

  • 179 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2016, up 0.25% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $15M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2016 was LPL Financial, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2016.