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State Street SPDR Dow Jones Global Real Estate ETF

179 hedge funds and large institutions have $1.19B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 51

5% more funds holding

Funds holding: 171179 (+8)

0% more capital invested

Capital invested by funds: $1.19B → $1.19B (+$2.96M)

3% less ownership

Funds ownership: 50.65%47.65% (-3%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.4%
New
18
Increased
83
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$249M +$652K +12,818 +0.3%
RJA
2
Raymond James & Associates
Florida
$102M +$2.56M +50,259 +3%
State Street
3
State Street
Massachusetts
$70M +$7.93M +155,897 +12%
Bank of America
4
Bank of America
North Carolina
$56M +$10.7M +209,775 +23%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$52.8M -$2.34M -45,953 -4%
Morgan Stanley
6
Morgan Stanley
New York
$51.9M +$885K +17,400 +2%
GT
7
Glenmede Trust
Pennsylvania
$48.4M +$214K +4,202 +0.4%
SFA
8
Sequoia Financial Advisors
Ohio
$44.4M +$12.6M +246,796 +38%
UBS Group
9
UBS Group
Switzerland
$29.3M +$3.7M +72,768 +14%
CPO
10
Cerity Partners OCIO
New York
$24M -$1.31M -25,666 -5%
Wells Fargo
11
Wells Fargo
California
$20M -$1.54M -30,248 -7%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$19.3M +$15M +294,956 +322%
CAN
13
Cetera Advisor Networks
California
$17.7M +$8.49M +166,907 +88%
AB
14
AT Bancorp
Iowa
$17.7M +$1.72M +33,735 +11%
LPT
15
Legacy Private Trust
Wisconsin
$16.1M -$26.8K -527 -0.2%
VFA
16
Voya Financial Advisors
Connecticut
$15.4M +$1.43M +28,126 +10%
HI
17
Hudock Inc
Pennsylvania
$14.4M -$89.4K -1,756 -0.6%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$14.2M -$546K -10,721 -4%
FA
19
FDx Advisors
Illinois
$13.5M +$1.64M +32,297 +14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13.1M +$8.78M +172,530 +189%
EHPM
21
Emery Howard Portfolio Management
California
$13M -$479K -9,412 -3%
RC
22
Rinet Company
Massachusetts
$12.6M +$53.2K +1,045 +0.4%
SLT
23
St Louis Trust
Missouri
$12.4M +$204K +4,002 +2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$11.9M +$2.39M +47,000 +25%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$11.8M +$297K +5,846 +3%

RWO Hedge Fund Activity: Q3 2016 in Review

179 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 Q3 2016, worth a combined $1.19B — up 0.25% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RWO positions and 7 closed out — a net gain of 11 holders — while 83 added to existing stakes and 51 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $56.6M.

  • 179 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2016, up from 171 in Q2 2016.
  • Funds reported $1.19B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2016, up 0.25% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $15M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2016 was LPL Financial, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2016.