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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$123M)

10% more funds holding

Funds holding: 156171 (+15)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3.54% more ownership

Funds ownership: 50.64%54.18% (+3.5%)

Holders
171
Holders Change
+15
Holders Change %
+9.62%
% of All Funds
4.49%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.39%
New
35
Increased
63
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
126
American International Group
New York
$243K +$103K +2,189 +73%
FA
127
FCG Advisors
New Jersey
$242K -$129K -2,738 -35%
ICOA
128
Investment Centers of America
North Dakota
$234K +$17.6K +374 +8%
AC
129
Alexandria Capital
Virginia
$181K +$181K +3,857 New
BlackRock
130
BlackRock
New York
$177K +$178K +3,782 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$160K +$34.8K +741 +28%
LWM
132
Lenox Wealth Management
Ohio
$146K +$147K +3,128 New
ACM
133
Argentus Capital Management
Texas
$131K +$131K +2,781 +21,392%
BCP
134
Blue Chip Partners
Michigan
$124K
Creative Planning
135
Creative Planning
Kansas
$120K -$13K -277 -10%
Bessemer Group
136
Bessemer Group
New Jersey
$109K +$110K +2,338 New
US Bancorp
137
US Bancorp
Minnesota
$100K +$10.8K +229 +12%
ADL
138
Asset Dedication LLC
California
$100K +$100K +2,129 New
CFA
139
Carroll Financial Associates
North Carolina
$97K +$43.5K +926 +80%
IFA
140
Interactive Financial Advisors
Illinois
$76K +$76.7K +1,633 New
CCS
141
Crosspoint Capital Strategies
California
$70K +$68.7K +1,462 New
AW
142
Alpha Windward
Massachusetts
$56K +$235 +5 +0.4%
VCM
143
Versant Capital Management
Arizona
$56K +$57.1K +1,216 New
JIC
144
Joel Isaacson & Co
New York
$51K
MWP
145
MYCIO Wealth Partners
Pennsylvania
$47K -$7.05K -150 -13%
TFA
146
Transamerica Financial Advisors
Florida
$45K +$44.8K +954 New
LWCFA
147
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$44.2K +940 New
AIM
148
Advantage Investment Management
Iowa
$43K +$34.9K +742 +419%
QCG
149
Quadrant Capital Group
Ohio
$37K +$611 +13 +2%
PVH
150
Psagot Value Holdings
Israel
$35K -$35.2K -750 -50%

RWO Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2015, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWO positions and 17 closed out — a net gain of 18 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was Goldman Sachs, cutting an estimated $14.6M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2015, up from 156 in Q3 2015.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2015 and 17 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2015 was LPL Financial, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2015.