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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

8% more funds holding

Funds holding: 158171 (+13)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$36.7M)

2.1% less ownership

Funds ownership: 52.75%50.65% (-2.1%)

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.56%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
22
Increased
77
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
126
BlackRock
New York
$196K +$4.75K +97 +3%
LWM
127
Lenox Wealth Management
Ohio
$180K -$6.57K -134 -4%
PO
128
Private Ocean
California
$172K +$167K +3,416 New
HNB
129
Huntington National Bank
Ohio
$169K
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$160K -$11.7K -238 -7%
CFN
131
Cordasco Financial Network
Florida
$159K +$96.3K +1,966 +164%
BCP
132
Blue Chip Partners
Michigan
$134K
AIM
133
Advantage Investment Management
Iowa
$131K +$37.3K +761 +41%
Creative Planning
134
Creative Planning
Kansas
$125K -$11.5K -235 -9%
US Bancorp
135
US Bancorp
Minnesota
$109K -$108K -2,200 -50%
SHJ
136
Sharkey, Howes & Javer
Colorado
$106K -$78.3K -1,597 -43%
WA
137
WFG Advisors
Texas
$95K +$98 +2 +0.1%
IFA
138
Interactive Financial Advisors
Illinois
$92K +$89.9K +1,834 New
FANJ
139
Financial Architects (New Jersey)
New Jersey
$91K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$78K -$31.9K -652 -30%
AW
141
Alpha Windward
Massachusetts
$61K
VCM
142
Versant Capital Management
Arizona
$61K
WP
143
WealthPLAN Partners
Nebraska
$59.2K +$283K +5,768 New
JIC
144
Joel Isaacson & Co
New York
$55K
ADL
145
Asset Dedication LLC
California
$55K +$53.2K +1,085 New
QCG
146
Quadrant Capital Group
Ohio
$41K +$588 +12 +1%
PSUF
147
People's United Financial
Connecticut
$38K +$36.6K +746 New
CCM
148
Cribstone Capital Management
Maine
$37K +$35.6K +726 New
NC
149
NewSquare Capital
Pennsylvania
$34K -$726K -14,824 -96%
SBL
150
Sargent Bickham Lagudis
Colorado
$34K +$33.6K +685 New

RWO Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2016, worth a combined $1.19B — up 3.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWO positions and 8 closed out — a net gain of 14 holders — while 77 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $12.3M. The largest seller was LPL Financial, cutting an estimated $44.7M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2016, up from 158 in Q1 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2016 and 8 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2016 was State Street, an estimated $12.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2016 was LPL Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2016.