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State Street SPDR Dow Jones Global Real Estate ETF

156 hedge funds and large institutions have $962M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

8% more funds holding

Funds holding: 144156 (+12)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.46% more ownership

Funds ownership: 49.18%50.64% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

2% more capital invested

Capital invested by funds: $940M → $962M (+$22.6M)

Holders
156
Holders Change
+12
Holders Change %
+8.33%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.39%
New
25
Increased
59
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$235M +$19.7M +427,706 +9%
RJA
2
Raymond James & Associates
Florida
$77.1M +$6.76M +146,610 +9%
Morgan Stanley
3
Morgan Stanley
New York
$62.6M -$19.5M -422,050 -23%
Bank of America
4
Bank of America
North Carolina
$52.2M +$21.6M +468,773 +68%
LPL Financial
5
LPL Financial
California
$42.9M +$1.97M +42,676 +5%
GT
6
Glenmede Trust
Pennsylvania
$41.4M +$2.23M +48,306 +6%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$36.5M +$37.2M +807,125 New
SFA
8
Sequoia Financial Advisors
Ohio
$32.5M +$878K +19,039 +3%
CPO
9
Cerity Partners OCIO
New York
$28.8M -$227K -4,911 -0.8%
VFA
10
Voya Financial Advisors
Connecticut
$20.3M +$3.02M +65,465 +17%
UBS Group
11
UBS Group
Switzerland
$20.2M +$2.3M +49,911 +13%
State Street
12
State Street
Massachusetts
$19.7M +$2.95M +63,851 +17%
GI
13
Gradient Investments
Minnesota
$19.6M +$7.58M +164,207 +61%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$16.2M -$609K -13,188 -4%
FA
15
FDx Advisors
Illinois
$16.1M +$2.68M +58,135 +19%
Wells Fargo
16
Wells Fargo
California
$15.8M +$2.21M +47,935 +16%
HI
17
Hudock Inc
Pennsylvania
$15.1M +$12.9K +280 +0.1%
EHPM
18
Emery Howard Portfolio Management
California
$12.5M -$178K -3,852 -1%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$9.29M +$9.49M +205,619 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.79M -$1.02M -22,143 -10%
CC
21
Curian Capital
Colorado
$8.58M -$3.23M -69,956 -27%
CHP
22
Cable Hill Partners
Oregon
$8.15M +$301K +6,524 +4%
DWM
23
Dakota Wealth Management
Florida
$7.33M -$666K -14,432 -8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.36M +$151K +3,263 +2%
MHS
25
M Holdings Securities
Oregon
$6M +$923K +20,013 +18%