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State Street SPDR Dow Jones International Real Estate ETF

191 hedge funds and large institutions have $2.66B invested in State Street SPDR Dow Jones International Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 79.72%77.32% (-2.4%)

7% less funds holding

Funds holding: 206191 (-15)

26% less capital invested

Capital invested by funds: $3.59B → $2.66B (-$935M)

32% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 82

33% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
191
Holders Change
-15
Holders Change %
-7.28%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
27
Increased
56
Reduced
82
Closed
40
Calls
$379K
Puts
Net Calls
+$379K
Net Calls Change
-$299K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
AlphaMark Advisors
Kentucky
$7K
AAP
177
Arax Advisory Partners
Colorado
$7K +$7.01K +184 New
TCOV
178
Trust Company of Vermont
Vermont
$6K
MA
179
MCF Advisors
Kentucky
$6K +$6.21K +163 New
CFA
180
Carroll Financial Associates
North Carolina
$5K -$2.33K -61 -30%
AWM
181
Avior Wealth Management
Nebraska
$5K
BC
182
Barnett & Company
Tennessee
$5K
SPIA
183
Steward Partners Investment Advisory
New York
$5K +$5.72K +150 New
TWA
184
TCI Wealth Advisors
Arizona
$4K
IWM
185
IHT Wealth Management
Illinois
$4K +$4.69K +123 New
MRCM
186
M&R Capital Management
New Jersey
$3K
HDIM
187
Hanson & Doremus Investment Management
Vermont
$2.81K +$2.97K +78 New
TC
188
Trust Company
Kansas
$2K
AA
189
Apriem Advisors
California
$1K
JFA
190
JNBA Financial Advisors
Minnesota
-$41M -981,999 Closed
BFM
191
Boston Financial Management
Massachusetts
-$8.73M -209,391 Closed
ACM
192
Aviance Capital Management
Florida
-$2.5M -59,930 Closed
CIM
193
Cambria Investment Management
California
-$2.25M -53,974 Closed
HCM
194
Hollencrest Capital Management
California
-$2.21M -52,938 Closed
FA
195
FCG Advisors
New Jersey
-$1.37M -32,843 Closed
CT
196
Coastline Trust
Rhode Island
-$1.25M -29,837 Closed
BEC
197
Blue Edge Capital
Virginia
-$1.1M -26,341 Closed
VWA
198
V Wealth Advisors
Kansas
-$916K -21,944 Closed
MWM
199
Merriman Wealth Management
Washington
-$815K -19,550 Closed
JWS
200
Juncture Wealth Strategies
Arizona
-$670K -16,074 Closed

RWX Hedge Fund Activity: Q4 2016 in Review

191 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2016, worth a combined $2.66B — down 26% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of RWX and 27 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 56 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $21.8M. The largest seller was Wells Fargo, cutting an estimated $291M.

  • 191 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2016, down from 206 in Q3 2016.
  • Funds reported $2.66B of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2016, down 26% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2016 and 40 closed out, a net change of -13 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2016 was Susquehanna International Group, an estimated $21.8M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2016 was Wells Fargo, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2016.