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State Street SPDR Dow Jones Global Real Estate ETF

171 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 52

8% more funds holding

Funds holding: 158171 (+13)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$36.7M)

2.1% less ownership

Funds ownership: 52.75%50.65% (-2.1%)

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.56%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
22
Increased
77
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$251M +$5M +102,073 +2%
RJA
2
Raymond James & Associates
Florida
$100M +$3.2M +65,247 +3%
State Street
3
State Street
Massachusetts
$63M +$12.3M +251,229 +25%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$56.3M -$3M -61,145 -5%
LPL Financial
5
LPL Financial
California
$56.1M -$44.7M -912,968 -45%
Morgan Stanley
6
Morgan Stanley
New York
$51.6M -$5.4M -110,226 -10%
GT
7
Glenmede Trust
Pennsylvania
$48.7M -$918K -18,738 -2%
Bank of America
8
Bank of America
North Carolina
$46M -$22.8M -464,338 -34%
SFA
9
Sequoia Financial Advisors
Ohio
$32.5M -$205K -4,180 -0.6%
UBS Group
10
UBS Group
Switzerland
$26M +$1.76M +35,837 +7%
CPO
11
Cerity Partners OCIO
New York
$25.4M -$2.48M -50,645 -9%
Wells Fargo
12
Wells Fargo
California
$21.8M +$5.36M +109,402 +34%
LPT
13
Legacy Private Trust
Wisconsin
$16.3M +$8.73M +178,206 +122%
AB
14
AT Bancorp
Iowa
$16.2M +$308K +6,279 +2%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$14.9M -$953K -19,448 -6%
HI
16
Hudock Inc
Pennsylvania
$14.6M -$79.5K -1,623 -0.6%
VFA
17
Voya Financial Advisors
Connecticut
$14M +$1.19M +24,280 +9%
EHPM
18
Emery Howard Portfolio Management
California
$13.6M -$528K -10,784 -4%
RC
19
Rinet Company
Massachusetts
$12.7M +$260K +5,312 +2%
GI
20
Gradient Investments
Minnesota
$12.5M +$209K +4,271 +2%
SLT
21
St Louis Trust
Missouri
$12.3M +$295K +6,026 +3%
FA
22
FDx Advisors
Illinois
$12M +$888K +18,117 +8%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$11.6M +$52.5K +1,072 +0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$10.9M +$10.6M +216,216 New
CCM
25
Coldstream Capital Management
Washington
$9.66M +$2.32M +47,380 +33%

RWO Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2016, worth a combined $1.19B — up 3.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWO positions and 8 closed out — a net gain of 14 holders — while 77 added to existing stakes and 52 trimmed.

The largest buyer was State Street, adding an estimated $12.3M. The largest seller was LPL Financial, cutting an estimated $44.7M.

  • 171 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2016, up from 158 in Q1 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2016 and 8 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2016 was State Street, an estimated $12.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2016 was LPL Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2016.