State Street SPDR Dow Jones Global Real Estate ETF
144 hedge funds and large institutions have $940M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 16 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 36
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
2% less funds holding
Funds holding: 147 → 144 (-3)
6.89% less ownership
Funds ownership: 56.07% → 49.18% (-6.9%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
19% less capital invested
Capital invested by funds: $1.16B → $940M (-$223M)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$22.5M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$6.32M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$5.76M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.86M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.84M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$65.5M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$35.3M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$34M |
| 4 |
Bank of New York Mellon
New York
|
-$24.1M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BL
151
Balentine LLC
Atlanta,
Georgia
| – | -$332K | -6,675 | Closed |
|
|
SB
152
Suntrust Banks
Atlanta,
Georgia
| – | -$239K | -4,825 | Closed |
|
153
Creative Planning
Overland Park,
Kansas
| – | -$83K | -1,670 | Closed |
|
|
LWM
154
LBA Wealth Management
Jacksonville,
Florida
| – | -$7K | -136 | Closed |
|
|
WCM
155
Wealthcare Capital Management
Richmond,
Virginia
| – | -$5K | -93 | Closed |
|
|
TFA
156
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$5K | -81 | Closed |
|
|
W
157
Wealthfront
Palo Alto,
California
| – | -$3K | -52 | Closed |
|
|
HR
158
Howe & Rusling
Rochester,
New York
| – | -$2K | -43 | Closed |
|
RWO Hedge Fund Activity: Q2 2015 in Review
144 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2015, worth a combined $940M — down 19% from $1.16B a quarter earlier.
Fund positioning in RWO was balanced in Q2 2015: 16 funds opened new positions, 16 closed out, 68 added to existing stakes and 36 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $22.5M. The largest seller was Morgan Stanley, cutting an estimated $65.5M.
- 144 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2015, down from 147 in Q1 2015.
- Funds reported $940M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2015, down 19% quarter-over-quarter.
- 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2015 and 16 closed out, a net change of 0 holders.
- The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2015 was Goldman Sachs, an estimated $22.5M added.
- The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2015 was Morgan Stanley, an estimated $65.5M sold.
Based on aggregated 13F filings for Q2 2015.