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State Street SPDR Dow Jones Global Real Estate ETF

191 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

7% more funds holding

Funds holding: 179191 (+12)

2.39% more ownership

Funds ownership: 47.65%50.04% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$25M)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
36
Increased
72
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
SII Investments
Wisconsin
$487K +$32.1K +692 +7%
FHC
102
First Heartland Consultants
Missouri
$473K -$41.5K -894 -8%
AI
103
Atria Investments
North Carolina
$473K +$468K +10,085 New
PAMU
104
Pictet Asset Management (UK)
United Kingdom
$455K
BF
105
BOK Financial
Oklahoma
$435K +$1.67K +36 +0.4%
SWP
106
Stratos Wealth Partners
Ohio
$424K -$404K -8,692 -49%
FAAS
107
First Allied Advisory Services
California
$402K -$296K -6,382 -43%
CA
108
Cetera Advisors
Colorado
$397K +$49.5K +1,066 +14%
PS
109
Portfolio Solutions
Michigan
$384K -$35.7K -769 -9%
BDF
110
Balasa Dinverno & Foltz
$381K +$377K +8,124 New
FCB
111
First Command Bank
Texas
$377K +$374K +8,044 New
FCFS
112
First Command Financial Services
Texas
$377K +$374K +8,044 New
BJL
113
Brighton Jones LLC
Washington
$369K -$241K -5,182 -40%
ACP
114
Aveo Capital Partners
Colorado
$368K +$365K +7,851 New
CC
115
Courier Capital
New York
$366K -$9.75K -210 -3%
AIM
116
Advantage Investment Management
Iowa
$359K +$48K +1,033 +16%
OA
117
Opes Advisors
California
$357K +$354K +7,615 New
EWM
118
Empirical Wealth Management
Washington
$339K -$36.1K -777 -10%
CAAS
119
Capital Asset Advisory Services
Michigan
$335K +$332K +7,153 New
AWA
120
Arete Wealth Advisors
Illinois
$325K -$8.64K -186 -3%
SBIA
121
Sheaff Brock Investment Advisors
Indiana
$324K +$232 +5 +0.1%
ICOA
122
Investment Centers of America
North Dakota
$311K +$16.4K +353 +6%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$288K +$13.7K +296 +5%
SB
124
Suntrust Banks
Georgia
$270K +$269K +5,785 New
AC
125
Alexandria Capital
Virginia
$268K

RWO Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2016, worth a combined $1.17B — down 2.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWO positions and 22 closed out — a net gain of 14 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $52.8M sold.

  • 191 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $1.17B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2016 and 22 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2016 was LPL Financial, an estimated $55.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2016 was HSBC Holdings, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2016.