State Street SPDR Dow Jones Global Real Estate ETF
147 hedge funds and large institutions have $1.16B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
58% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 40
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
37% more capital invested
Capital invested by funds: $852M → $1.16B (+$311M)
11% more funds holding
Funds holding: 133 → 147 (+14)
5.74% more ownership
Funds ownership: 50.33% → 56.07% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$82.5M |
| 2 |
Goldman Sachs
New York
|
+$47.2M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
+$21.2M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$18.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$8.21M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$5.7M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$4.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.4M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
151
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$97 | -2,040 | Closed |
|
152
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$53K | -1,109 | Closed |
|
153
Chevy Chase Trust
Bethesda,
Maryland
| – | -$9K | -199 | Closed |
|
|
BC
154
Bartlett & Co
Cincinnati,
Ohio
| – | -$4K | -81 | Closed |
|
RWO Hedge Fund Activity: Q1 2015 in Review
147 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2015, worth a combined $1.16B — up 37% from $852M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new RWO positions and 9 closed out — a net gain of 16 holders — while 63 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $82.5M. The largest seller was Cerity Partners OCIO, cutting an estimated $8.21M.
- 147 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2015, up from 133 in Q4 2014.
- Funds reported $1.16B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2015, up 37% quarter-over-quarter.
- 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2015 and 9 closed out, a net change of +16 holders.
- The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2015 was Morgan Stanley, an estimated $82.5M added.
- The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2015 was Cerity Partners OCIO, an estimated $8.21M sold.
Based on aggregated 13F filings for Q1 2015.