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.
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: 191 → 186 (-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: 15 → 12 (-3)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$250M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$54.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$18.7M |
| 4 |
Jane Street
New York
|
+$17.4M |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$11.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCP
201
Blue Chip Partners
Farmington Hills,
Michigan
| – | -$124K | -2,655 | Closed |
|
|
PFGIA
202
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$36K | -763 | Closed |
|
|
SIG
203
Stanford Investment Group
Mountain View,
California
| – | -$23K | -500 | Closed |
|
|
WAP
204
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$13K | -288 | Closed |
|
|
BWP
205
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$7K | -160 | Closed |
|
|
RFM
206
Royal Fund Management
Lady Lake,
Florida
| – | -$3K | -79 | Closed |
|
207
AssetMark Inc
Concord,
California
| – | -$2K | -38 | Closed |
|
|
PVH
208
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$1K | -22 | Closed |
|
|
GBBWRPM
209
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$1K | -20 | 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.