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State Street SPDR Dow Jones Global Real Estate ETF

186 hedge funds and large institutions have $1.41B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$249M)

5.61% more ownership

Funds ownership: 50.04%55.65% (+5.6%)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% less funds holding

Funds holding: 191186 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.63%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
20
Increased
76
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
176
Ropes Wealth Advisors
Massachusetts
$9K -$236 -5 -3%
UBS AM
177
UBS AM
Illinois
$8.9K +$8.92K +189 New
AWM
178
AllSquare Wealth Management
New York
$6K +$2.55K +54 +75%
TCM
179
TD Capital Management
Tennessee
$3K
WEC
180
Winslow Evans & Crocker
Massachusetts
$2.35K
DADC
181
D.A. Davidson & Co
Montana
$2K -$27.9K -591 -92%
TIM
182
Tortoise Investment Management
New York
$2K
AWM
183
Avior Wealth Management
Nebraska
$1K -$2.74K -58 -78%
SHJ
184
Sharkey, Howes & Javer
Colorado
$1K
VIA
185
Vantage Investment Advisors
Pennsylvania
$1K
MSFP
186
Mark Sheptoff Financial Planning
Connecticut
$1K +$47 +1 +4%
PAM
187
Panagora Asset Management
Massachusetts
-$2.87M -61,227 Closed
CCM
188
CWH Capital Management
Washington
-$1.76M -37,520 Closed
CWM
189
Concert Wealth Management
California
-$1.07M -22,842 Closed
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
-$958K -20,450 Closed
BDF
191
Balasa Dinverno & Foltz
-$381K -8,124 Closed
BJL
192
Brighton Jones LLC
Washington
-$369K -7,870 Closed
Stifel Financial
193
Stifel Financial
Missouri
-$260K -5,560 Closed
LPT
194
Legacy Private Trust
Wisconsin
-$254K -5,412 Closed
Charles Schwab
195
Charles Schwab
California
-$235K -5,000 Closed
LFAS
196
Level Four Advisory Services
Texas
-$225K -4,795 Closed
Comerica Bank
197
Comerica Bank
Texas
-$224K -4,774 Closed
HFS
198
HL Financial Services
Kentucky
-$220K -4,699 Closed
ONB
199
Old National Bancorp
Indiana
-$216K -4,604 Closed
NDSI
200
Newman Dignan & Sheerar Inc
Rhode Island
-$208K -4,448 Closed

RWO Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2017, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Raymond James & Associates, cutting an estimated $66M.

  • 186 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $1.41B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $250M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2017 was Raymond James & Associates, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2017.