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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

8% more funds holding

Funds holding: 158171 (+13)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$36.7M)

2.1% less ownership

Funds ownership: 52.75%50.65% (-2.1%)

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.56%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
22
Increased
77
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
151
Edmond de Rothschild Holding
Switzerland
$31K
TFA
152
Transamerica Financial Advisors
Florida
$28K +$20.4K +417 +300%
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
SIG
154
Stanford Investment Group
California
$25K
TCM
155
TD Capital Management
Tennessee
$20K -$67.5K -1,377 -78%
KTC
156
Kistler-Tiffany Companies
Pennsylvania
$14K +$14K +285 New
SSB
157
Sandy Spring Bank
Maryland
$11K
JCM
158
Jacobi Capital Management
Pennsylvania
$11K +$10.8K +220 New
BWP
159
Baldwin Wealth Partners
Massachusetts
$8K
RWA
160
Ropes Wealth Advisors
Massachusetts
$8K +$7.15K +146 +973%
SFPM
161
Sensible Financial Planning & Management
Massachusetts
$8K +$8.13K +166 New
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.51K +92 New
FFC
163
First Financial Corp
Indiana
$3K
HDIM
164
Hanson & Doremus Investment Management
Vermont
$3K
WEC
165
Winslow Evans & Crocker
Massachusetts
$2.52K
TIM
166
Tortoise Investment Management
New York
$2K
GBBWRPM
167
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
IWMPD
168
Integrated Wealth Management (Palm Desert)
California
$1K
VIA
169
Vantage Investment Advisors
Pennsylvania
$1K
S
170
SignatureFD
Georgia
$1K +$539 +11 New
FHC
171
First Heartland Consultants
Missouri
$527 -$141K -2,883 -22%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
-$2.27M -46,270 Closed
TCM
173
Tradition Capital Management
New Jersey
-$317K -6,474 Closed
MI
174
Mercer Investments
Massachusetts
-$297K -6,055 Closed
AIG
175
American International Group
New York
-$239K -4,869 Closed

RWO Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2016, worth a combined $1.19B — up 3.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWO positions and 8 closed out — a net gain of 14 holders — while 77 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $12.3M. The largest seller was LPL Financial, cutting an estimated $44.7M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2016, up from 158 in Q1 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2016 and 8 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2016 was State Street, an estimated $12.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2016 was LPL Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2016.