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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
Wells Fargo
1
Wells Fargo
California
$1.4B +$304M +8,203,880 +28%
Goldman Sachs
2
Goldman Sachs
New York
$386M +$97.9M +2,644,228 +34%
State Street
3
State Street
Massachusetts
$160M -$45.5M -1,229,996 -22%
Bank of America
4
Bank of America
North Carolina
$109M -$26.4M -713,200 -20%
Northern Trust
5
Northern Trust
Illinois
$102M -$8.95M -241,557 -8%
M&T Bank
6
M&T Bank
New York
$96.5M +$9.56M +258,273 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$58.5M -$9.6M -259,290 -14%
AssetMark Inc
8
AssetMark Inc
California
$53.1M -$6.98M -188,463 -12%
Morgan Stanley
9
Morgan Stanley
New York
$51.4M -$1.78M -47,996 -3%
QI
10
QS Investors
New York
$51.2M +$5.2M +140,325 +11%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$38.8M +$5.63M +152,152 +17%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$35.7M +$4.24M +114,562 +14%
S
13
SignatureFD
Georgia
$29.7M +$167K +4,513 +0.6%
US Bancorp
14
US Bancorp
Minnesota
$26.3M -$1.59M -42,897 -6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$22.5M +$903K +24,377 +4%
AA
16
Alesco Advisors
New York
$20.8M +$1.42M +38,421 +7%
CS
17
Credit Suisse
Switzerland
$20.4M
AL
18
Aspiriant LLC
California
$20M -$2.43M -65,517 -11%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$19.9M -$1.57M -42,270 -7%
COI
20
Connable Office Inc
Michigan
$12.3M -$539K -14,546 -4%
Jane Street
21
Jane Street
New York
$12.1M +$5.88M +158,654 +96%
GC
22
Gibson Capital
Pennsylvania
$10.1M -$121K -3,268 -1%
UBS Group
23
UBS Group
Switzerland
$9.47M +$929K +25,098 +11%
BFPW
24
BOK Financial Private Wealth
Colorado
$8.68M -$6.18M -166,953 -42%
GFPC
25
Global Financial Private Capital
Florida
$7.61M +$7.53M +203,408 New

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.