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State Street SPDR Dow Jones Global Real Estate ETF

186 hedge funds and large institutions have $1.41B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$249M)

5.61% more ownership

Funds ownership: 50.04%55.65% (+5.6%)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% less funds holding

Funds holding: 191186 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.63%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
20
Increased
76
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$523K +$17.8K +378 +4%
HighTower Advisors
102
HighTower Advisors
Illinois
$517K +$13.5K +286 +3%
BAC
103
Boys Arnold & Co
North Carolina
$482K -$125K -2,641 -21%
SB
104
Suntrust Banks
Georgia
$478K +$205K +4,355 +75%
SWP
105
Stratos Wealth Partners
Ohio
$465K +$39.2K +831 +9%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$457K
SI
107
SII Investments
Wisconsin
$455K -$34.3K -728 -7%
BF
108
BOK Financial
Oklahoma
$443K +$5.61K +119 +1%
FCB
109
First Command Bank
Texas
$412K +$33.6K +713 +9%
FCFS
110
First Command Financial Services
Texas
$412K +$33.6K +713 +9%
CFD
111
Creative Financial Designs
Indiana
$407K +$170K +3,605 +71%
CA
112
Cetera Advisors
Colorado
$395K -$2.69K -57 -0.7%
VWA
113
V Wealth Advisors
Kansas
$393K +$390K +8,277 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$382K +$92.6K +1,962 +32%
CC
115
Courier Capital
New York
$373K +$4.91K +104 +1%
FHC
116
First Heartland Consultants
Missouri
$368K -$107K -2,269 -23%
PS
117
Portfolio Solutions
Michigan
$368K -$17.7K -375 -5%
FAAS
118
First Allied Advisory Services
California
$361K -$42.7K -906 -11%
CAAS
119
Capital Asset Advisory Services
Michigan
$353K +$16.7K +353 +5%
AWA
120
Arete Wealth Advisors
Illinois
$351K +$25.1K +533 +8%
CA
121
Clearstead Advisors
Ohio
$342K -$430K -9,105 -56%
ACP
122
Aveo Capital Partners
Colorado
$331K -$38.7K -821 -10%
EWM
123
Empirical Wealth Management
Washington
$326K -$14.8K -314 -4%
SBIA
124
Sheaff Brock Investment Advisors
Indiana
$325K
ICOA
125
Investment Centers of America
North Dakota
$310K -$236 -5 -0.1%

RWO Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2017, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Raymond James & Associates, cutting an estimated $66M.

  • 186 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $1.41B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $250M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2017 was Raymond James & Associates, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2017.