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State Street SPDR Dow Jones International Real Estate ETF

183 hedge funds and large institutions have $2.9B invested in State Street SPDR Dow Jones International Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.66B → $2.9B (+$244M)

2.59% more ownership

Funds ownership: 77.32%79.91% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

4% less funds holding

Funds holding: 191183 (-8)

Holders
183
Holders Change
-8
Holders Change %
-4.19%
% of All Funds
4.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
61
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$7.2M -$11.9M -321,229 -63%
MWM
27
Merriman Wealth Management
Washington
$5.41M +$5.36M +144,742 New
OMC
28
Old Mission Capital
Illinois
$5.02M -$11.5M -311,055 -70%
BWA
29
BlueSky Wealth Advisors
North Carolina
$4.84M +$338K +9,119 +8%
BF
30
BOK Financial
Oklahoma
$4.48M +$69.4K +1,875 +2%
CAM
31
Congress Asset Management
Massachusetts
$4.36M +$959K +25,889 +29%
ANTB
32
AMG National Trust Bank
Colorado
$4.18M -$76.3K -2,061 -2%
BlackRock
33
BlackRock
New York
$3.97M +$217K +5,862 +6%
ST
34
Sentinel Trust
Texas
$3.89M +$891K +24,064 +30%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$3.68M -$173K -4,666 -5%
B
36
Bailard
California
$3.67M -$204K -5,505 -5%
BOTW
37
Bank of the West
California
$2.92M +$2.19M +59,141 +315%
MAS
38
Managed Account Services
Florida
$2.86M -$132K -3,576 -4%
HFS
39
HL Financial Services
Kentucky
$2.83M +$5.81K +157 +0.2%
CDIA
40
Capital Directions Investment Advisors
Georgia
$2.7M +$105K +2,822 +4%
AA
41
Advisory Alpha
Michigan
$2.68M +$578K +15,619 +28%
Stifel Financial
42
Stifel Financial
Missouri
$2.57M -$1.04M -28,167 -29%
SB
43
Suntrust Banks
Georgia
$2.56M -$30.1K -814 -1%
AW
44
Alpha Windward
Massachusetts
$2.52M +$39.8K +1,076 +2%
CSM
45
CAMG Solamere Management
North Carolina
$2.4M +$271K +7,308 +13%
GC
46
Guggenheim Capital
Illinois
$2.35M -$315K -8,499 -12%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.33M +$348K +9,399 +18%
NPC
48
National Planning Corporation
California
$2.04M +$52.8K +1,426 +3%
WC
49
Whitnell & Co
Illinois
$1.91M -$186K -5,036 -9%
LPL Financial
50
LPL Financial
California
$1.86M -$343K -9,253 -16%

RWX Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2017, worth a combined $2.9B — up 9.2% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RWX and 22 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 61 added.

The largest buyer was Wells Fargo, adding an estimated $304M. The largest seller was Valmark Advisers, exiting entirely with an estimated $115M sold.

  • 183 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $2.9B of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2017 and 24 closed out, a net change of -2 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $304M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2017 was Valmark Advisers, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2017.