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State Street SPDR Dow Jones Global Real Estate ETF

158 hedge funds and large institutions have $1.15B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$65.7M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.43% less ownership

Funds ownership: 54.18%52.75% (-1.4%)

8% less funds holding

Funds holding: 171158 (-13)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
4.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
16
Increased
59
Reduced
61
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$167K
CFA
127
Carroll Financial Associates
North Carolina
$153K +$48.4K +1,063 +51%
Creative Planning
128
Creative Planning
Kansas
$133K +$6.61K +145 +6%
BCP
129
Blue Chip Partners
Michigan
$130K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$107K +$82.8K +1,817 +481%
WA
131
WFG Advisors
Texas
$92K +$57.9K +1,271 +207%
AIM
132
Advantage Investment Management
Iowa
$90K +$42.2K +925 +101%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$89K +$82.5K +1,811 New
TCM
134
TD Capital Management
Tennessee
$87K -$327K -7,177 -80%
AW
135
Alpha Windward
Massachusetts
$59K
VCM
136
Versant Capital Management
Arizona
$59K
CFN
137
Cordasco Financial Network
Florida
$59K +$48.8K +1,070 +823%
JIC
138
Joel Isaacson & Co
New York
$54K
MWP
139
MYCIO Wealth Partners
Pennsylvania
$49K
QCG
140
Quadrant Capital Group
Ohio
$39K
EDRH
141
Edmond de Rothschild Holding
Switzerland
$31K
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K -$20.1K -440 -47%
SIG
143
Stanford Investment Group
California
$24K +$22.8K +500 New
BWA
144
Burt Wealth Advisors
Maryland
$18K +$16.4K +360 New
BCI
145
Brinker Capital Investments
Pennsylvania
$13K -$3.65K -80 -24%
SSB
146
Sandy Spring Bank
Maryland
$11K -$1.82K -40 -15%
BWP
147
Baldwin Wealth Partners
Massachusetts
$8K +$7.29K +160 New
TFA
148
Transamerica Financial Advisors
Florida
$7K -$37.1K -815 -85%
FFC
149
First Financial Corp
Indiana
$3K
HDIM
150
Hanson & Doremus Investment Management
Vermont
$3K

RWO Hedge Fund Activity: Q1 2016 in Review

158 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2016, worth a combined $1.15B — up 6.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWO and 16 opened new positions — a net loss of 12 holders — while 61 trimmed existing stakes and 59 added.

The largest buyer was HSBC Holdings, adding an estimated $18M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.2M sold.

  • 158 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2016, down from 171 in Q4 2015.
  • Funds reported $1.15B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2016, up 6.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2016 and 28 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2016 was HSBC Holdings, an estimated $18M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2016 was Raymond James Financial Services Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2016.