We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

144 hedge funds and large institutions have $940M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 147144 (-3)

6.89% less ownership

Funds ownership: 56.07%49.18% (-6.9%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

19% less capital invested

Capital invested by funds: $1.16B → $940M (-$223M)

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.88%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
16
Increased
68
Reduced
36
Closed
16
Calls
$35.8M
Puts
Net Calls
+$35.8M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
126
Formidable Asset Management
Ohio
$21K
CHC
127
City Holding Co
West Virginia
$18K
BCI
128
Brinker Capital Investments
Pennsylvania
$15K
MA
129
MCF Advisors
Kentucky
$15K
FANJ
130
Financial Architects (New Jersey)
New Jersey
$10K
SSB
131
Sandy Spring Bank
Maryland
$10K
WTB
132
Washington Trust Bank
Washington
$9K +$9.92K +205 New
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$8K
TCM
134
Tradewinds Capital Management
Washington
$8K +$8.08K +167 New
UFA
135
US Financial Advisors
Massachusetts
$5K
LNB
136
Ledyard National Bank
$4K
HDIM
137
Hanson & Doremus Investment Management
Vermont
$3K
WEC
138
Winslow Evans & Crocker
Massachusetts
$2.29K
TIM
139
Tortoise Investment Management
New York
$2K
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.88K +$91.4K +1,888 +5%
FHC
141
First Heartland Consultants
Missouri
$1.6K -$56.3K -1,164 -3%
VIA
142
Vantage Investment Advisors
Pennsylvania
$1K -$629 -13 -50%
NMIS
143
Northwestern Mutual Investment Services
Wisconsin
$1K +$1.35K +28 New
HSBC Holdings
144
HSBC Holdings
United Kingdom
-$35.3M -729,083 Closed
CPS
145
Counsel Portfolio Services
Ontario, Canada
-$9.45M -190,166 Closed
PAM
146
Panagora Asset Management
Massachusetts
-$9.45M -190,166 Closed
SHJ
147
Sharkey, Howes & Javer
Colorado
-$7.46M -150,163 Closed
OMC
148
Overbrook Management Corp
New York
-$1.81M -36,390 Closed
SIAS
149
Shine Investment Advisory Services
Colorado
-$940K -18,912 Closed
BTNA
150
Bremer Trust National Association
Minnesota
-$463K -9,326 Closed

RWO Hedge Fund Activity: Q2 2015 in Review

144 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2015, worth a combined $940M — down 19% from $1.16B a quarter earlier.

Fund positioning in RWO was balanced in Q2 2015: 16 funds opened new positions, 16 closed out, 68 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $65.5M.

  • 144 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2015, down from 147 in Q1 2015.
  • Funds reported $940M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2015, down 19% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2015 and 16 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2015 was Goldman Sachs, an estimated $22.5M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2015 was Morgan Stanley, an estimated $65.5M sold.

Based on aggregated 13F filings for Q2 2015.