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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
Verition Fund Management
101
Verition Fund Management
Connecticut
$368K -$357K -9,636 -50%
AI
102
Atria Investments
North Carolina
$358K -$33.5K -906 -9%
CA
103
Cetera Advisors
Colorado
$339K -$9.81K -265 -3%
FCBT
104
First Citizens Bank & Trust
North Carolina
$333K -$2.3M -62,019 -87%
ONB
105
Old National Bancorp
Indiana
$320K
Sumitomo Mitsui Trust Group
106
Sumitomo Mitsui Trust Group
Japan
$305K
MIC
107
Meridian Investment Counsel
California
$303K
AWMG
108
Alliance Wealth Management Group
New Jersey
$284K +$272K +7,346 New
Creative Planning
109
Creative Planning
Kansas
$283K -$69K -1,863 -20%
PFC
110
Phocas Financial Corp
California
$271K +$704 +19 +0.3%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$266K -$39.1K -1,055 -13%
LFG
112
LifePlan Financial Group
Ohio
$262K +$815 +22 +0.3%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$261K -$3.89K -105 -1%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$249K +$3.92K +106 +2%
FWM
115
Frontier Wealth Management
Missouri
$242K +$1.04K +28 +0.4%
PB
116
Pinnacle Bancorp
Nebraska
$240K +$237K +6,409 New
RT
117
Rockland Trust
Massachusetts
$239K +$237K +6,396 New
BSW
118
Buckingham Strategic Wealth
Missouri
$232K -$117K -3,169 -34%
OAM
119
Occidental Asset Management
California
$226K
CIA
120
Choate Investment Advisors
Massachusetts
$219K
HighTower Advisors
121
HighTower Advisors
Illinois
$213K +$212K +5,714 New
ITIM
122
Indiana Trust & Investment Management
Indiana
$211K
SIAM
123
Sterling Investment Advisors (Missouri)
Missouri
$209K +$1.11K +30 +0.5%
Millennium Management
124
Millennium Management
New York
$204K +$202K +5,442 New
GT
125
Glenmede Trust
Pennsylvania
$203K -$13.9K -375 -6%

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.