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State Street SPDR Dow Jones Global Real Estate ETF

179 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 51

5% more funds holding

Funds holding: 171179 (+8)

0% more capital invested

Capital invested by funds: $1.19B → $1.19B (+$2.96M)

3% less ownership

Funds ownership: 50.65%47.65% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
18
Increased
83
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Greenwich Wealth Management
Connecticut
$210K -$14K -276 -6%
FCH
127
Freestone Capital Holdings
Washington
$209K -$134K -2,631 -38%
HFS
128
HL Financial Services
Kentucky
$201K +$205K +4,026 New
Creative Planning
129
Creative Planning
Kansas
$194K +$71.7K +1,409 +57%
BlackRock
130
BlackRock
New York
$193K -$407 -8 -0.2%
S
131
SignatureFD
Georgia
$185K +$188K +3,699 +33,627%
JFA
132
JNBA Financial Advisors
Minnesota
$185K +$189K +3,710 New
HNB
133
Huntington National Bank
Ohio
$171K
LWM
134
Lenox Wealth Management
Ohio
$166K -$11.9K -234 -7%
CFN
135
Cordasco Financial Network
Florida
$159K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$149K -$10.3K -203 -6%
AIS
137
Accurate Investment Solutions
Pennsylvania
$135K +$138K +2,713 New
BCP
138
Blue Chip Partners
Michigan
$132K
IFA
139
Interactive Financial Advisors
Illinois
$114K +$22.6K +445 +24%
US Bancorp
140
US Bancorp
Minnesota
$108K -$1.58K -31 -1%
LYV
141
Live Your Vision
Pennsylvania
$105K +$108K +2,117 New
WA
142
WFG Advisors
Texas
$94K +$102 +2 +0.1%
FANJ
143
Financial Architects (New Jersey)
New Jersey
$90K
SHJ
144
Sharkey, Howes & Javer
Colorado
$80K -$25.5K -502 -24%
WP
145
WealthPLAN Partners
Nebraska
$76.4K -$213K -4,192 -73%
PSUF
146
People's United Financial
Connecticut
$65K +$28.5K +560 +75%
VCM
147
Versant Capital Management
Arizona
$60K
AW
148
Alpha Windward
Massachusetts
$60K +$458 +9 +0.7%
JIC
149
Joel Isaacson & Co
New York
$55K
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46K -$2.11M -41,460 -98%

RWO Hedge Fund Activity: Q3 2016 in Review

179 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 Q3 2016, worth a combined $1.19B — up 0.25% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWO positions and 7 closed out — a net gain of 11 holders — while 83 added to existing stakes and 51 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $56.6M.

  • 179 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2016, up 0.25% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $15M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2016 was LPL Financial, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2016.