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State Street SPDR Dow Jones Global Real Estate ETF

147 hedge funds and large institutions have $1.16B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

37% more capital invested

Capital invested by funds: $852M → $1.16B (+$311M)

11% more funds holding

Funds holding: 133147 (+14)

5.74% more ownership

Funds ownership: 50.33%56.07% (+5.7%)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
3.92%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.37%
New
25
Increased
63
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$214M +$47.2M +945,657 +28%
Morgan Stanley
2
Morgan Stanley
New York
$157M +$82.5M +1,651,013 +109%
RJA
3
Raymond James & Associates
Florida
$73.6M +$1.63M +32,587 +2%
MAA
4
Managed Account Advisors
New Jersey
$50.5M -$1.97M -39,364 -4%
CC
5
Curian Capital
Colorado
$47.8M +$21.2M +424,004 +79%
GT
6
Glenmede Trust
Pennsylvania
$43.5M -$687K -13,745 -2%
LPL Financial
7
LPL Financial
California
$39.7M +$5.54M +110,950 +16%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$36.3M +$702K +14,058 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$35.5M +$10.7M +215,202 +43%
Bank of America
10
Bank of America
North Carolina
$35.1M -$3.4M -68,145 -9%
CPO
11
Cerity Partners OCIO
New York
$31.3M -$8.21M -164,435 -21%
SFA
12
Sequoia Financial Advisors
Ohio
$28.3M +$18.5M +370,375 +187%
UBS Group
13
UBS Group
Switzerland
$22.5M +$7.76M +155,435 +52%
State Street
14
State Street
Massachusetts
$20.9M +$15.4M +308,532 +278%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$18.4M +$1.96M +39,152 +12%
LPT
16
Legacy Private Trust
Wisconsin
$18M +$375K +7,500 +2%
HI
17
Hudock Inc
Pennsylvania
$15.4M +$519K +10,394 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.2M +$5.18M +103,761 +51%
Wells Fargo
19
Wells Fargo
California
$14.5M +$488K +9,775 +3%
VFA
20
Voya Financial Advisors
Connecticut
$13.5M +$13.5M +269,818 New
EHPM
21
Emery Howard Portfolio Management
California
$13.5M +$871K +17,427 +7%
GI
22
Gradient Investments
Minnesota
$12.2M +$2.99M +59,771 +32%
FA
23
FDx Advisors
Illinois
$11M +$5.31M +106,259 +92%
CPS
24
Counsel Portfolio Services
Ontario, Canada
$9.45M +$9.5M +190,166 New
PAM
25
Panagora Asset Management
Massachusetts
$9.45M +$9.5M +190,166 New

RWO Hedge Fund Activity: Q1 2015 in Review

147 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2015, worth a combined $1.16B — up 37% from $852M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWO positions and 9 closed out — a net gain of 16 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $82.5M. The largest seller was Cerity Partners OCIO, cutting an estimated $8.21M.

  • 147 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2015, up from 133 in Q4 2014.
  • Funds reported $1.16B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2015, up 37% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2015 and 9 closed out, a net change of +16 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2015 was Morgan Stanley, an estimated $82.5M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2015 was Cerity Partners OCIO, an estimated $8.21M sold.

Based on aggregated 13F filings for Q1 2015.