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State Street SPDR Dow Jones Global Real Estate ETF

191 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

7% more funds holding

Funds holding: 179191 (+12)

2.39% more ownership

Funds ownership: 47.65%50.04% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$25M)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
36
Increased
72
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$129K +$28K +603 +28%
BCP
152
Blue Chip Partners
Michigan
$124K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$123K -$13.9K -300 -10%
WIM
154
Westside Investment Management
California
$112K +$111K +2,393 New
LYV
155
Live Your Vision
Pennsylvania
$89K -$10.3K -222 -10%
OFW
156
Omnia Family Wealth
Florida
$76K +$75.5K +1,626 New
AW
157
Alpha Windward
Massachusetts
$57K +$46 +1 +0.1%
VCM
158
Versant Capital Management
Arizona
$56K
NFG
159
Next Financial Group
Texas
$45K +$6.97K +150 +19%
QCG
160
Quadrant Capital Group
Ohio
$39K +$511 +11 +1%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$35.4K +763 New
DADC
162
D.A. Davidson & Co
Montana
$30K +$2.32K +50 +8%
WA
163
WFG Advisors
Texas
$29K -$58.7K -1,264 -67%
EDRH
164
Edmond de Rothschild Holding
Switzerland
$29K
IWM
165
IHT Wealth Management
Illinois
$25K +$24.8K +533 New
HCA
166
Heck Capital Advisors
Wisconsin
$24.7K +$24.5K +527 New
LWCFA
167
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K
SIG
168
Stanford Investment Group
California
$23K
NC
169
NewSquare Capital
Pennsylvania
$21K
ADL
170
Asset Dedication LLC
California
$17K -$21.8K -470 -56%
CAL
171
Capital Analysts LLC
Pennsylvania
$16K
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$13K
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$13K +$9.1K +196 +213%
FANJ
174
Financial Architects (New Jersey)
New Jersey
$11K -$73.1K -1,573 -87%
JCM
175
Jacobi Capital Management
Pennsylvania
$10K

RWO Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2016, worth a combined $1.17B — down 2.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWO positions and 22 closed out — a net gain of 14 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $52.8M sold.

  • 191 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $1.17B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2016 and 22 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2016 was LPL Financial, an estimated $55.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2016 was HSBC Holdings, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2016.