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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
SSB
176
Sandy Spring Bank
Maryland
$10K
RWA
177
Ropes Wealth Advisors
Massachusetts
$9K +$1.63K +35 +22%
KT
178
Kanaly Trust
Texas
$8K +$8.17K +176 New
BWP
179
Baldwin Wealth Partners
Massachusetts
$7K
TCM
180
TD Capital Management
Tennessee
$3K -$15.3K -329 -82%
AWM
181
AllSquare Wealth Management
New York
$3K +$3.34K +72 New
AWM
182
Avior Wealth Management
Nebraska
$3K +$3.44K +74 New
RFM
183
Royal Fund Management
Florida
$3K +$3.67K +79 New
WEC
184
Winslow Evans & Crocker
Massachusetts
$2.34K
AssetMark Inc
185
AssetMark Inc
California
$2K -$35.7K -769 -95%
TIM
186
Tortoise Investment Management
New York
$2K
SHJ
187
Sharkey, Howes & Javer
Colorado
$1K -$73K -1,572 -98%
GBBWRPM
188
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$1K
VIA
190
Vantage Investment Advisors
Pennsylvania
$1K
PVH
191
Psagot Value Holdings
Israel
$1K +$1.02K +22 New
HSBC Holdings
192
HSBC Holdings
United Kingdom
-$52.8M -1,070,883 Closed
Allianz Asset Management
193
Allianz Asset Management
Germany
-$11.9M -238,243 Closed
SFPIA
194
Stevens First Principles Investment Advisors
California
-$4.28M -85,829 Closed
RPG
195
Risk Paradigm Group
Texas
-$2.24M -44,886 Closed
JP Morgan Chase
196
JP Morgan Chase
New York
-$1.01M -20,276 Closed
AIA
197
Allegis Investment Advisors
Idaho
-$315K -6,315 Closed
AF
198
Aldebaran Financial
-$312K -6,255 Closed
VKH
199
Virtu KCG Holdings
New York
-$253K -5,076 Closed
GWM
200
Greenwich Wealth Management
Connecticut
-$210K -4,208 Closed

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.