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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
Ameriprise
51
Ameriprise
Minnesota
$1.85M +$567K +15,312 +45%
PAG
52
Private Advisor Group
New Jersey
$1.8M +$500K +13,491 +39%
IAS
53
IMA Advisory Services
Colorado
$1.79M -$1.26M -34,049 -42%
RJA
54
Raymond James & Associates
Florida
$1.78M -$21.4K -579 -1%
FCIM
55
Fairview Capital Investment Management
California
$1.74M -$233K -6,300 -12%
PA
56
Pinnacle Associates
New York
$1.7M -$195K -5,258 -10%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.62M +$142K +3,840 +10%
SSB
58
Sandy Spring Bank
Maryland
$1.56M -$559K -15,085 -27%
UCFA
59
United Capital Financial Advisors
Texas
$1.5M +$92.5K +2,497 +7%
FC
60
Financial Consulate
Maryland
$1.35M +$577K +15,571 +75%
William Blair & Company
61
William Blair & Company
Illinois
$1.34M
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.33M -$478K -12,921 -27%
CCM
63
Colorado Capital Management
Colorado
$1.31M -$145K -3,911 -10%
Citadel Advisors
64
Citadel Advisors
Florida
$1.29M -$10.4M -280,356 -89%
DG
65
Davidson & Garrard
Virginia
$1.22M -$177K -4,791 -13%
TCM
66
Telos Capital Management
California
$1.2M -$55.5K -1,498 -4%
EWM
67
Evercore Wealth Management
New York
$1.2M -$274K -7,400 -19%
WFG
68
Windsor Financial Group
Minnesota
$1.18M -$55.3K -1,493 -5%
CFB
69
Cullen/Frost Bankers
Texas
$1.13M +$567K +15,310 +103%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.11M -$20.1M -542,290 -95%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$1.1M +$53.5K +1,445 +5%
RSA
72
Robertson Stephens Advisors
California
$1.08M +$59K +1,594 +6%
JFG
73
JMG Financial Group
Illinois
$912K +$145K +3,909 +19%
EHPM
74
Emery Howard Portfolio Management
California
$798K +$4.18K +113 +0.5%
MWM
75
Mission Wealth Management
California
$772K -$24.3K -657 -3%

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.