We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

186 hedge funds and large institutions have $1.41B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$249M)

5.61% more ownership

Funds ownership: 50.04%55.65% (+5.6%)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

3% less funds holding

Funds holding: 191186 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
4.63%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
20
Increased
76
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$268M +$250M +5,301,873 +1,349%
Goldman Sachs
2
Goldman Sachs
New York
$264M +$10.7M +226,217 +4%
State Street
3
State Street
Massachusetts
$92.4M +$18.7M +396,540 +25%
GT
4
Glenmede Trust
Pennsylvania
$56.8M +$8.31M +176,249 +17%
Bank of America
5
Bank of America
North Carolina
$54.3M +$7.32M +155,157 +16%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$53.9M +$54.1M +1,147,495 New
SFA
7
Sequoia Financial Advisors
Ohio
$47.3M +$2.18M +46,228 +5%
Morgan Stanley
8
Morgan Stanley
New York
$44.9M -$3.02M -63,944 -6%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$38.1M -$4.26M -90,294 -10%
RJA
10
Raymond James & Associates
Florida
$37.8M -$66M -1,398,492 -64%
VFA
11
Voya Financial Advisors
Connecticut
$28.8M +$11.7M +247,328 +68%
FA
12
FDx Advisors
Illinois
$26.3M +$8.94M +189,529 +51%
Jane Street
13
Jane Street
New York
$18.7M +$17.4M +368,578 +1,273%
LPL Financial
14
LPL Financial
California
$17.5M -$39M -826,488 -69%
AB
15
AT Bancorp
Iowa
$15.4M -$126K -2,678 -0.8%
UBS Group
16
UBS Group
Switzerland
$14.5M -$8.6M -182,338 -37%
RC
17
Rinet Company
Massachusetts
$12.9M +$317K +6,718 +3%
HI
18
Hudock Inc
Pennsylvania
$12.8M -$454K -9,618 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$12.3M -$507K -10,745 -4%
SLT
20
St Louis Trust
Missouri
$12.1M +$624K +13,232 +5%
SP
21
Sarasin & Partners
United Kingdom
$11.7M +$1.07M +22,661 +10%
EHPM
22
Emery Howard Portfolio Management
California
$11.3M -$709K -15,038 -6%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$11.3M -$123K -2,616 -1%
MHS
24
M Holdings Securities
Oregon
$10.5M -$188K -3,979 -2%
JWA
25
JFS Wealth Advisors
Pennsylvania
$9.45M

RWO Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2017, worth a combined $1.41B — up 21% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWO and 20 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 76 added.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Raymond James & Associates, cutting an estimated $66M.

  • 186 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $1.41B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2017 and 23 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $250M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2017 was Raymond James & Associates, an estimated $66M sold.

Based on aggregated 13F filings for Q1 2017.