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State Street SPDR Dow Jones Global Real Estate ETF

191 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

7% more funds holding

Funds holding: 179191 (+12)

2.39% more ownership

Funds ownership: 47.65%50.04% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$25M)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
36
Increased
72
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$260K -$155K -3,335 -37%
LPT
127
Legacy Private Trust
Wisconsin
$254K -$14.8M -317,895 -98%
GS
128
Girard Securities
California
$254K -$3.76K -81 -1%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$237K -$164K -3,534 -41%
CFD
130
Creative Financial Designs
Indiana
$237K +$235K +5,050 New
EAM
131
Evanson Asset Management
California
$236K -$22.9K -494 -9%
Charles Schwab
132
Charles Schwab
California
$235K -$929K -20,000 -80%
LFAS
133
Level Four Advisory Services
Texas
$225K +$223K +4,795 New
Comerica Bank
134
Comerica Bank
Texas
$224K -$3.06K -66 -1%
HFS
135
HL Financial Services
Kentucky
$220K +$31.3K +673 +17%
ONB
136
Old National Bancorp
Indiana
$216K
UCFA
137
United Capital Financial Advisors
Texas
$215K -$20.9K -450 -9%
LNC
138
Lincoln National Corp
Pennsylvania
$211K +$209K +4,509 New
NDSI
139
Newman Dignan & Sheerar Inc
Rhode Island
$208K
Citigroup
140
Citigroup
New York
$193K -$7.38K -159 -4%
CFN
141
Cordasco Financial Network
Florida
$190K +$41.1K +884 +28%
PA
142
Parallel Advisors
California
$190K +$188K +4,058 New
BlackRock
143
BlackRock
New York
$182K +$372 +8 +0.2%
GRP
144
Global Retirement Partners
California
$180K +$179K +3,844 New
SPIA
145
Steward Partners Investment Advisory
New York
$179K +$178K +3,829 New
LWM
146
Lenox Wealth Management
Ohio
$176K +$20K +430 +13%
AG
147
Advisor Group
Arizona
$158K -$65.9K -1,419 -30%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$148K +$146K +3,152 New
HNB
149
Huntington National Bank
Ohio
$140K
Creative Planning
150
Creative Planning
Kansas
$134K -$47.8K -1,030 -26%

RWO Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2016, worth a combined $1.17B — down 2.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWO positions and 22 closed out — a net gain of 14 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $52.8M sold.

  • 191 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $1.17B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2016 and 22 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2016 was LPL Financial, an estimated $55.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2016 was HSBC Holdings, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2016.