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State Street SPDR Dow Jones Global Real Estate ETF

199 hedge funds and large institutions have $1.63B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

4% more funds holding

Funds holding: 192199 (+7)

2.17% more ownership

Funds ownership: 58.62%60.79% (+2.2%)

4% more capital invested

Capital invested by funds: $1.57B → $1.63B (+$63.7M)

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
27
Increased
83
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
Westside Investment Management
California
$136K
Citigroup
152
Citigroup
New York
$129K +$8.4K +175 +7%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$105K +$35.6K +742 +51%
HNB
154
Huntington National Bank
Ohio
$103K
SQA
155
Simon Quick Advisors
New Jersey
$84K
LYV
156
Live Your Vision
Pennsylvania
$83K +$1.44K +30 +2%
CFA
157
Carroll Financial Associates
North Carolina
$80K +$23.1K +481 +40%
GRP
158
Global Retirement Partners
California
$67K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$63K -$17.1K -357 -21%
VCM
160
Versant Capital Management
Arizona
$58K
AW
161
Alpha Windward
Massachusetts
$58K +$240 +5 +0.4%
LC
162
Landaas & Company
Wisconsin
$57K +$57.6K +1,200 New
AIM
163
Advantage Investment Management
Iowa
$54K +$576 +12 +1%
SFSIG
164
San Francisco Sentry Investment Group
California
$54K +$54.7K +1,140 New
GWM
165
Geneos Wealth Management
Colorado
$41K +$2.78K +58 +7%
QCG
166
Quadrant Capital Group
Ohio
$40K +$336 +7 +0.8%
OFW
167
Omnia Family Wealth
Florida
$38K
HT
168
Heritage Trust
Oklahoma
$37K +$37.2K +774 New
IWM
169
IHT Wealth Management
Illinois
$26K
IP
170
Intellectus Partners
California
$24K
LWCFA
171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$20K +$432 +9 +2%
NFG
173
Next Financial Group
Texas
$17K -$416K -8,658 -96%
CAL
174
Capital Analysts LLC
Pennsylvania
$16K -$8.64K -180 -35%
NC
175
NewSquare Capital
Pennsylvania
$15K -$2.4K -50 -14%

RWO Hedge Fund Activity: Q3 2017 in Review

199 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2017, worth a combined $1.63B — up 4.1% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWO positions and 17 closed out — a net gain of 10 holders — while 83 added to existing stakes and 64 trimmed.

The largest buyer was Wells Fargo, adding an estimated $49.2M. The largest seller was Glenmede Trust, cutting an estimated $11.9M.

  • 199 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2017, up from 192 in Q2 2017.
  • Funds reported $1.63B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2017 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2017 was Wells Fargo, an estimated $49.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2017 was Glenmede Trust, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.