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State Street SPDR Dow Jones Global Real Estate ETF

191 hedge funds and large institutions have $1.17B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

7% more funds holding

Funds holding: 179191 (+12)

2.39% more ownership

Funds ownership: 47.65%50.04% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$25M)

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
4.78%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
36
Increased
72
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$253M +$18M +387,806 +8%
RJA
2
Raymond James & Associates
Florida
$103M +$7.36M +158,574 +8%
State Street
3
State Street
Massachusetts
$73.4M +$7.43M +159,899 +11%
LPL Financial
4
LPL Financial
California
$56.1M +$55.3M +1,190,991 +22,224%
GT
5
Glenmede Trust
Pennsylvania
$48.3M +$2.75M +59,182 +6%
Morgan Stanley
6
Morgan Stanley
New York
$47.7M -$1.08M -23,316 -2%
Bank of America
7
Bank of America
North Carolina
$46.8M -$5.85M -125,880 -11%
SFA
8
Sequoia Financial Advisors
Ohio
$44.9M +$3.17M +68,177 +8%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$42.2M +$23.8M +513,058 +133%
UBS Group
10
UBS Group
Switzerland
$23M -$4.51M -97,167 -17%
Wells Fargo
11
Wells Fargo
California
$18.4M -$411K -8,844 -2%
FA
12
FDx Advisors
Illinois
$17.3M +$4.59M +98,834 +37%
VFA
13
Voya Financial Advisors
Connecticut
$17M +$2.67M +57,479 +19%
AB
14
AT Bancorp
Iowa
$15.5M -$1.15M -24,711 -7%
HI
15
Hudock Inc
Pennsylvania
$13.2M -$349K -7,510 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12.8M +$2.19M +47,141 +21%
RC
17
Rinet Company
Massachusetts
$12.5M +$701K +15,101 +6%
CCM
18
Coldstream Capital Management
Washington
$12.1M +$1.56M +33,626 +15%
EHPM
19
Emery Howard Portfolio Management
California
$12M -$270K -5,815 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.5M -$830K -17,867 -7%
SLT
21
St Louis Trust
Missouri
$11.4M -$215K -4,619 -2%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$11.3M +$257K +5,531 +2%
MHS
23
M Holdings Securities
Oregon
$10.6M +$3.68M +79,337 +54%
SP
24
Sarasin & Partners
United Kingdom
$10.6M +$10.5M +225,332 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$10.2M -$3.21M -69,049 -24%

RWO Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2016, worth a combined $1.17B — down 2.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RWO positions and 22 closed out — a net gain of 14 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $55.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $52.8M sold.

  • 191 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $1.17B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2016 and 22 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2016 was LPL Financial, an estimated $55.3M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2016 was HSBC Holdings, an estimated $52.8M sold.

Based on aggregated 13F filings for Q4 2016.