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State Street SPDR Dow Jones Global Real Estate ETF

158 hedge funds and large institutions have $1.15B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$65.7M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.43% less ownership

Funds ownership: 54.18%52.75% (-1.4%)

8% less funds holding

Funds holding: 171158 (-13)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
4.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
16
Increased
59
Reduced
61
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
151
Winslow Evans & Crocker
Massachusetts
$2.45K
TIM
152
Tortoise Investment Management
New York
$2K
IA
153
IFP Advisors
Florida
$1K -$1.44M -31,621 -100%
IWMPD
154
Integrated Wealth Management (Palm Desert)
California
$1K
VIA
155
Vantage Investment Advisors
Pennsylvania
$1K
RWA
156
Ropes Wealth Advisors
Massachusetts
$1K +$684 +15 New
RJFSA
157
Raymond James Financial Services Advisors
Florida
-$11.2M -238,492 Closed
HPWM
158
Highland Private Wealth Management
Washington
-$4.09M -87,455 Closed
CC
159
Curian Capital
Colorado
-$3.28M -70,026 Closed
AIS
160
Accurate Investment Solutions
Pennsylvania
-$2.72M -58,027 Closed
SCM
161
Stonehearth Capital Management
Massachusetts
-$1.38M -29,394 Closed
TC
162
Telemus Capital
Michigan
-$1.25M -26,672 Closed
CG
163
Colony Group
Massachusetts
-$1.21M -25,946 Closed
CS
164
Credit Suisse
Switzerland
-$597K -12,762 Closed
AWMG
165
Alliance Wealth Management Group
New Jersey
-$589K -12,595 Closed
VA
166
Valmark Advisers
Ohio
-$568K -12,132 Closed
AssetMark Inc
167
AssetMark Inc
California
-$483K -10,590 -100%
Charles Schwab
168
Charles Schwab
California
-$375K -8,000 Closed
CBU
169
CIBC Bank USA
Illinois
-$359K -7,666 Closed
VKH
170
Virtu KCG Holdings
New York
-$345K -7,364 Closed
Millennium Management
171
Millennium Management
New York
-$286K -6,116 Closed
FA
172
FCG Advisors
New Jersey
-$242K -5,176 Closed
Bessemer Group
173
Bessemer Group
New Jersey
-$109K -2,338 Closed
ADL
174
Asset Dedication LLC
California
-$100K -2,129 Closed
IFA
175
Interactive Financial Advisors
Illinois
-$76K -1,633 Closed

RWO Hedge Fund Activity: Q1 2016 in Review

158 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2016, worth a combined $1.15B — up 6.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWO and 16 opened new positions — a net loss of 12 holders — while 61 trimmed existing stakes and 59 added.

The largest buyer was HSBC Holdings, adding an estimated $18M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.2M sold.

  • 158 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2016, down from 171 in Q4 2015.
  • Funds reported $1.15B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2016, up 6.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2016 and 28 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2016 was HSBC Holdings, an estimated $18M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2016 was Raymond James Financial Services Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2016.