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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
GWM
151
Geneos Wealth Management
Colorado
$31K
ASN
152
Advisory Services Network
Georgia
$28K +$27.7K +748 New
GRP
153
Global Retirement Partners
California
$26K -$42K -1,133 -62%
SEI Investments
154
SEI Investments
Pennsylvania
$24K +$12.4K +334 +107%
MA
155
MUFG Americas
New York
$22K -$1.7K -46 -7%
CFG
156
Citizens Financial Group
Rhode Island
$21K
HI
157
Hudock Inc
Pennsylvania
$20K
PWM
158
Perigon Wealth Management
California
$19K -$70.4K -1,900 -79%
SQA
159
Simon Quick Advisors
New Jersey
$19K +$19.1K +516 New
AWM
160
Avior Wealth Management
Nebraska
$17K +$11.5K +310 +204%
ANBT
161
American National Bank & Trust
Texas
$15K
PG
162
Patten Group
Tennessee
$14K
IWM
163
IHT Wealth Management
Illinois
$14K +$9.33K +252 +205%
CPIG
164
Chicago Partners Investment Group
Illinois
$12K +$11.8K +318 New
MAS
165
Madden Advisory Services
Florida
$12K +$12.6K +340 New
DBT
166
Dubuque Bank & Trust
Iowa
$10K +$9.96K +269 New
JWA
167
JFS Wealth Advisors
Pennsylvania
$9K
VNA
168
Valley National Advisers
Pennsylvania
$8K
ZB
169
Zions Bancorporation
Utah
$8K
WTB
170
Washington Trust Bank
Washington
$7K -$1.74K -47 -20%
AAP
171
Arax Advisory Partners
Colorado
$6K
BC
172
Barnett & Company
Tennessee
$5K
CFA
173
Carroll Financial Associates
North Carolina
$5K
SPIA
174
Steward Partners Investment Advisory
New York
$5K
TWA
175
TCI Wealth Advisors
Arizona
$4K

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.