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State Street SPDR Dow Jones Global Real Estate ETF

199 hedge funds and large institutions have $1.63B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

4% more funds holding

Funds holding: 192199 (+7)

2.17% more ownership

Funds ownership: 58.62%60.79% (+2.2%)

4% more capital invested

Capital invested by funds: $1.57B → $1.63B (+$63.7M)

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
27
Increased
83
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
126
Sheaff Brock Investment Advisors
Indiana
$337K +$5.81K +121 +2%
IDBONY
127
Israel Discount Bank of New York
New York
$335K -$165K -3,440 -33%
UCFA
128
United Capital Financial Advisors
Texas
$316K +$3.79K +79 +1%
OCM
129
One Capital Management
California
$312K +$314K +6,536 New
EWM
130
Empirical Wealth Management
Washington
$309K -$22.3K -465 -7%
EAM
131
Evanson Asset Management
California
$307K +$63.2K +1,316 +26%
PAG
132
Private Advisory Group
Washington
$304K -$99.8K -2,079 -25%
CC
133
Courier Capital
New York
$303K -$24K -500 -7%
CWM
134
Cornerstone Wealth Management
Missouri
$296K -$74.5K -1,553 -20%
PS
135
Portfolio Solutions
Michigan
$283K -$90.6K -1,887 -24%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$280K +$66.3K +1,382 +32%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$263K -$8.83K -184 -3%
FHC
138
First Heartland Consultants
Missouri
$261K -$32.8K -684 -11%
AC
139
Alexandria Capital
Virginia
$261K -$2.26K -47 -0.9%
SG Americas Securities
140
SG Americas Securities
New York
$245K +$246K +5,125 New
APP
141
Avantax Planning Partners
Iowa
$242K +$25.4K +529 +12%
Creative Planning
142
Creative Planning
Kansas
$236K +$16.6K +346 +8%
IWMA
143
Ironwood Wealth Management (Arizona)
Arizona
$227K +$228K +4,760 New
CFN
144
Cordasco Financial Network
Florida
$225K -$5.57K -116 -2%
Stifel Financial
145
Stifel Financial
Missouri
$224K +$8.45K +176 +4%
LWM
146
Lenox Wealth Management
Ohio
$218K
MI
147
Moneywise Inc
Virginia
$212K +$213K +4,437 New
US Bancorp
148
US Bancorp
Minnesota
$176K +$17.1K +357 +11%
BlackRock
149
BlackRock
New York
$153K -$21.2K -441 -12%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$148K

RWO Hedge Fund Activity: Q3 2017 in Review

199 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2017, worth a combined $1.63B — up 4.1% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWO positions and 17 closed out — a net gain of 10 holders — while 83 added to existing stakes and 64 trimmed.

The largest buyer was Wells Fargo, adding an estimated $49.2M. The largest seller was Glenmede Trust, cutting an estimated $11.9M.

  • 199 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2017, up from 192 in Q2 2017.
  • Funds reported $1.63B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2017 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2017 was Wells Fargo, an estimated $49.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2017 was Glenmede Trust, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.