State Street SPDR Dow Jones Global Real Estate ETF
179 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
63% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 51
5% more funds holding
Funds holding: 171 → 179 (+8)
0% more capital invested
Capital invested by funds: $1.19B → $1.19B (+$2.96M)
3% less ownership
Funds ownership: 50.65% → 47.65% (-3%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$15M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$12.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.78M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$56.6M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$6.77M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$3.48M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$2.34M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
176
Vantage Investment Advisors
State College,
Pennsylvania
| $1K | – | – | – |
|
|
MSFP
177
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $1K | +$1.32K | +26 | New |
|
|
MWM
178
Merriman Wealth Management
Seattle,
Washington
| – | -$1.51M | -29,943 | Closed |
|
179
SG Americas Securities
New York
| – | -$1.48M | -29,399 | Closed |
|
|
PO
180
Private Ocean
San Rafael,
California
| – | -$172K | -3,416 | Closed |
|
181
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$78K | -1,543 | Closed |
|
|
CCM
182
Cribstone Capital Management
Augusta,
Maine
| – | -$37K | -726 | Closed |
|
|
SBL
183
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$34K | -685 | Closed |
|
|
SFPM
184
Sensible Financial Planning & Management
Waltham,
Massachusetts
| – | -$8K | -166 | Closed |
|
185
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$153 | +3 | New |
|
RWO Hedge Fund Activity: Q3 2016 in Review
179 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 Q3 2016, worth a combined $1.19B — up 0.25% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RWO positions and 7 closed out — a net gain of 11 holders — while 83 added to existing stakes and 51 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $56.6M.
- 179 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2016, up from 171 in Q2 2016.
- Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2016, up 0.25% quarter-over-quarter.
- 18 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of +11 holders.
- The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $15M added.
- The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2016 was LPL Financial, an estimated $56.6M sold.
Based on aggregated 13F filings for Q3 2016.