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State Street SPDR Dow Jones Global Real Estate ETF

158 hedge funds and large institutions have $1.15B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$65.7M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.43% less ownership

Funds ownership: 54.18%52.75% (-1.4%)

8% less funds holding

Funds holding: 171158 (-13)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
4.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
16
Increased
59
Reduced
61
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$239M +$2.64K +58 +0%
LPL Financial
2
LPL Financial
California
$98M +$2.49M +54,652 +3%
RJA
3
Raymond James & Associates
Florida
$94.4M +$5.88M +129,092 +7%
Bank of America
4
Bank of America
North Carolina
$67.5M +$4.74M +104,041 +8%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$57.7M +$18M +395,178 +50%
Morgan Stanley
6
Morgan Stanley
New York
$55.6M -$6.1M -133,941 -11%
State Street
7
State Street
Massachusetts
$48.9M +$8.09M +177,545 +22%
GT
8
Glenmede Trust
Pennsylvania
$48.2M -$765K -16,780 -2%
SFA
9
Sequoia Financial Advisors
Ohio
$31.8M -$5.25M -115,106 -15%
CPO
10
Cerity Partners OCIO
New York
$27.4M -$2.36M -51,728 -8%
UBS Group
11
UBS Group
Switzerland
$23.5M +$1.57M +34,354 +8%
Wells Fargo
12
Wells Fargo
California
$15.8M -$866 -19 -0%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$15.5M -$1.4M -30,615 -9%
AB
14
AT Bancorp
Iowa
$15.4M +$14.3M +314,860 New
HI
15
Hudock Inc
Pennsylvania
$14.3M -$2.17M -47,558 -14%
EHPM
16
Emery Howard Portfolio Management
California
$13.8M -$171K -3,754 -1%
VFA
17
Voya Financial Advisors
Connecticut
$12.5M +$101K +2,226 +0.9%
RC
18
Rinet Company
Massachusetts
$12.1M +$2.46M +53,925 +28%
GI
19
Gradient Investments
Minnesota
$11.9M -$1.84M -40,282 -14%
SLT
20
St Louis Trust
Missouri
$11.7M +$2.07M +45,341 +24%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$11.2M -$8.44M -185,121 -45%
FA
22
FDx Advisors
Illinois
$10.8M +$259K +5,685 +3%
CHP
23
Cable Hill Partners
Oregon
$8.96M +$345K +7,578 +4%
CAN
24
Cetera Advisor Networks
California
$8.86M +$5.21M +114,272 +171%
JWA
25
JFS Wealth Advisors
Pennsylvania
$8.44M -$4.83K -106 -0.1%

RWO Hedge Fund Activity: Q1 2016 in Review

158 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2016, worth a combined $1.15B — up 6.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of RWO and 16 opened new positions — a net loss of 12 holders — while 61 trimmed existing stakes and 59 added.

The largest buyer was HSBC Holdings, adding an estimated $18M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.2M sold.

  • 158 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2016, down from 171 in Q4 2015.
  • Funds reported $1.15B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2016, up 6.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2016 and 28 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2016 was HSBC Holdings, an estimated $18M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2016 was Raymond James Financial Services Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2016.