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State Street SPDR Dow Jones Global Real Estate ETF
RWO

171 hedge funds and large institutions have $1.09B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$123M)

10% more funds holding

Funds holding: 156 → 171 (+15)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

3.54% more ownership

Funds ownership: 50.64% → 54.18% (+3.5%)

Holders
171
Holders Change
+15
Holders Change %
+9.62%
% of All Funds
4.49%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.39%
New
35
Increased
63
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.6M
2
State Street
State Street
Massachusetts
+$18.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$9.81M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$8.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.68M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$14.6M
2
VFA
Voya Financial Advisors
Connecticut
-$9.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.35M
4
GI
Gradient Investments
Minnesota
-$7.05M
5
FA
FDx Advisors
Illinois
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
151
Ausdal Financial Partners
Iowa
$30K +$29.9K +636 New
EDRH
152
Edmond de Rothschild Holding
Switzerland
$29K – – –
WA
153
WFG Advisors
Texas
$29K +$141 +3 +0.5%
FAM
154
Formidable Asset Management
Ohio
$20K – – –
CHC
155
City Holding Co
West Virginia
$19K – – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$18K +$17.8K +378 New
BCI
157
Brinker Capital Investments
Pennsylvania
$16K – – –
BL
158
Balentine LLC
Georgia
$14K +$14.1K +300 New
SSB
159
Sandy Spring Bank
Maryland
$12K – – –
WTB
160
Washington Trust Bank
Washington
$10K – – –
CFN
161
Cordasco Financial Network
Florida
$6K +$6.11K +130 New
Manulife (Manufacturers Life Insurance)
162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.83K +$1.9M +40,548 +98%
FFC
163
First Financial Corp
Indiana
$3K – – –
HDIM
164
Hanson & Doremus Investment Management
Vermont
$3K – – –
WEC
165
Winslow Evans & Crocker
Massachusetts
$2.34K – – –
TIM
166
Tortoise Investment Management
New York
$2K – – –
IWMPD
167
Integrated Wealth Management (Palm Desert)
California
$1K – – –
VIA
168
Vantage Investment Advisors
Pennsylvania
$1K – – –
TAIM
169
TD Ameritrade Investment Management
Nebraska
$1K +$1.08K +23 New
IUAM
170
Itau USA Asset Management
New York
– -$3.6M -79,796 Closed
Citadel Advisors
171
Citadel Advisors
Florida
– -$1.74M -38,627 Closed
Jane Street
172
Jane Street
New York
– -$1.55M -34,300 Closed
VCM
173
Verger Capital Management
North Carolina
– -$1.45M -32,038 Closed
SB
174
Suntrust Banks
Georgia
– -$279K -6,189 Closed
SG Americas Securities
175
SG Americas Securities
New York
– -$263K -5,819 Closed
4 5 6
7
8

RWO Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2015, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWO positions and 17 closed out — a net gain of 18 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.6M. The largest seller was Goldman Sachs, cutting an estimated $14.6M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2015, up from 156 in Q3 2015.
  • Funds reported $1.09B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2015 and 17 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2015 was LPL Financial, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2015 was Goldman Sachs, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2015.