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State Street SPDR Dow Jones International Real Estate ETF

206 hedge funds and large institutions have $3.59B invested in State Street SPDR Dow Jones International Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% more ownership

Funds ownership: 78.77%79.72% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less capital invested

Capital invested by funds: $3.72B → $3.59B (-$133M)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 211206 (-5)

27% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 89

Holders
206
Holders Change
-5
Holders Change %
-2.37%
% of All Funds
5.5%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
20
Increased
65
Reduced
89
Closed
21
Calls
$678K
Puts
Net Calls
+$678K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
26
Boston Financial Management
Massachusetts
$8.73M -$131K -3,127 -1%
BF
27
BOK Financial
Oklahoma
$6.76M +$1.1M +26,115 +19%
William Blair & Company
28
William Blair & Company
Illinois
$6.61M +$195K +4,631 +3%
MWM
29
Mission Wealth Management
California
$6.29M +$6.34M +150,853 New
CAM
30
Congress Asset Management
Massachusetts
$6.11M -$196K -4,665 -3%
TAT
31
TD Ameritrade Trust
Colorado
$5.74M +$58.1K +1,383 +1%
IWC
32
Integrated Wealth Counsel
California
$5.27M -$692K -16,465 -12%
ANTB
33
AMG National Trust Bank
Colorado
$5.02M +$121K +2,873 +2%
BlackRock
34
BlackRock
New York
$4.98M -$214K -5,091 -4%
B
35
Bailard
California
$4.53M +$1.71M +40,640 +60%
Jane Street
36
Jane Street
New York
$4.51M -$746K -17,737 -14%
3AM
37
3D Asset Management
Connecticut
$4.12M +$35.5K +844 +0.9%
Stifel Financial
38
Stifel Financial
Missouri
$4.1M -$151K -3,588 -4%
SB
39
Suntrust Banks
Georgia
$4.03M +$460K +10,940 +13%
IAS
40
IMA Advisory Services
Colorado
$3.69M +$37.2K +884 +1%
Ameriprise
41
Ameriprise
Minnesota
$3.66M +$543K +12,923 +17%
FCIM
42
Fairview Capital Investment Management
California
$3.59M +$268K +6,364 +8%
CDIA
43
Capital Directions Investment Advisors
Georgia
$3.49M -$174K -4,145 -5%
VV
44
Valentine Ventures
Oregon
$3.47M -$138K -3,286 -4%
SG Americas Securities
45
SG Americas Securities
New York
$3.42M +$3.44M +81,908 New
ST
46
Sentinel Trust
Texas
$3.34M -$2.19K -52 -0.1%
WC
47
Whitnell & Co
Illinois
$3.27M -$70.4K -1,675 -2%
HFS
48
HL Financial Services
Kentucky
$3.17M +$40.4K +962 +1%
LPL Financial
49
LPL Financial
California
$2.91M +$109K +2,603 +4%
GC
50
Guggenheim Capital
Illinois
$2.87M -$755K -17,947 -21%

RWX Hedge Fund Activity: Q3 2016 in Review

206 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2016, worth a combined $3.59B — down 3.6% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RWX and 20 opened new positions — a net loss of 1 holder — while 89 trimmed existing stakes and 65 added.

The largest buyer was JNBA Financial Advisors, opening a new position worth an estimated $41.3M. The largest seller was Wells Fargo, cutting an estimated $110M.

  • 206 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2016, down from 211 in Q2 2016.
  • Funds reported $3.59B of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2016, down 3.6% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2016 and 21 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2016 was JNBA Financial Advisors, an estimated $41.3M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2016 was Wells Fargo, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2016.