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State Street SPDR Dow Jones Global Real Estate ETF

199 hedge funds and large institutions have $1.63B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

4% more funds holding

Funds holding: 192199 (+7)

2.17% more ownership

Funds ownership: 58.62%60.79% (+2.2%)

4% more capital invested

Capital invested by funds: $1.57B → $1.63B (+$63.7M)

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
27
Increased
83
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$484M +$49.2M +1,024,610 +11%
Goldman Sachs
2
Goldman Sachs
New York
$269M -$4.99M -104,029 -2%
State Street
3
State Street
Massachusetts
$83M -$6.28M -130,790 -7%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$63.6M +$10.1M +209,458 +19%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$61.6M +$11.4M +238,498 +23%
GT
6
Glenmede Trust
Pennsylvania
$45.8M -$11.9M -248,019 -21%
Morgan Stanley
7
Morgan Stanley
New York
$43.1M -$2.99M -62,295 -6%
SFA
8
Sequoia Financial Advisors
Ohio
$41.1M -$1.12M -23,402 -3%
Bank of America
9
Bank of America
North Carolina
$40.4M +$227K +4,726 +0.6%
RJA
10
Raymond James & Associates
Florida
$38.7M +$325K +6,770 +0.8%
VFA
11
Voya Financial Advisors
Connecticut
$30.5M +$370K +7,713 +1%
FA
12
FDx Advisors
Illinois
$27.9M +$611K +12,724 +2%
LPL Financial
13
LPL Financial
California
$15.6M -$1.44M -30,076 -8%
HI
14
Hudock Inc
Pennsylvania
$14.9M +$1.85M +38,631 +14%
UBS Group
15
UBS Group
Switzerland
$14.6M -$437K -9,097 -3%
RC
16
Rinet Company
Massachusetts
$13.8M +$777K +16,182 +6%
AA
17
Advisory Alpha
Michigan
$13.6M +$3.08M +64,162 +29%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$13.4M -$338K -7,036 -2%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$13.4M +$1.67M +34,777 +14%
SLT
20
St Louis Trust
Missouri
$12.8M +$222K +4,619 +2%
SP
21
Sarasin & Partners
United Kingdom
$11.8M
JWA
22
JFS Wealth Advisors
Pennsylvania
$11.4M +$394K +8,198 +4%
MHS
23
M Holdings Securities
Oregon
$10.9M +$27.2K +566 +0.2%
GI
24
Gradient Investments
Minnesota
$10.7M +$956K +19,925 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.7M -$1.04M -21,724 -9%

RWO Hedge Fund Activity: Q3 2017 in Review

199 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2017, worth a combined $1.63B — up 4.1% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWO positions and 17 closed out — a net gain of 10 holders — while 83 added to existing stakes and 64 trimmed.

The largest buyer was Wells Fargo, adding an estimated $49.2M. The largest seller was Glenmede Trust, cutting an estimated $11.9M.

  • 199 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2017, up from 192 in Q2 2017.
  • Funds reported $1.63B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2017 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2017 was Wells Fargo, an estimated $49.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2017 was Glenmede Trust, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.