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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
MWM
76
Modera Wealth Management
New Jersey
$766K -$27K -729 -3%
FIM
77
Freedom Investment Management
Connecticut
$741K +$69.6K +1,879 +10%
GLRA
78
Gerald L. Ray & Associates
Texas
$722K
RJT
79
Raymond James Trust
Florida
$713K +$246K +6,637 +53%
PFS
80
Prospera Financial Services
Texas
$650K +$138K +3,731 +27%
OC
81
Oarsman Capital
Wisconsin
$565K +$84.4K +2,280 +18%
NEPWA
82
New England Private Wealth Advisors
Massachusetts
$533K +$74.6K +2,015 +16%
DWT
83
Dorsey & Whitney Trust
South Dakota
$526K
FTUS
84
Flow Traders U.S.
New York
$521K +$516K +13,931 New
EFSCE
85
Enterprise Financial Services Corp (EFSC)
Missouri
$519K -$431K -11,628 -46%
LPT
86
Legacy Private Trust
Wisconsin
$514K +$509K +13,749 New
KA
87
Klingman & Associates
New York
$506K +$259 +7 +0.1%
IH
88
IFC Holdings
Florida
$504K +$214K +5,766 +74%
AWM
89
AE Wealth Management
Kansas
$498K +$493K +13,323 New
Bessemer Group
90
Bessemer Group
New Jersey
$459K -$26.3K -710 -5%
KBFS
91
Kohmann Bosshard Financial Services
Ohio
$459K +$3.7K +100 +0.8%
SPC
92
Sigma Planning Corp
Michigan
$454K +$54.6K +1,475 +14%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$449K +$39.3K +1,061 +10%
FBB
94
Fulton Breakefield Broenniman
Maryland
$425K -$32.7K -883 -7%
Invesco
95
Invesco
Georgia
$422K -$111K -3,000 -21%
JP Morgan Chase
96
JP Morgan Chase
New York
$416K -$52.5K -1,419 -11%
SS
97
Simplicity Solutions
Minnesota
$412K +$408K +11,012 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$393K -$889 -24 -0.2%
HNB
99
Huntington National Bank
Ohio
$387K -$30.6K -825 -8%
SC
100
Scotia Capital
Ontario, Canada
$386K +$7.59K +205 +2%

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.