State Street SPDR S&P International Dividend ETF
DWX
132 hedge funds and large institutions have $513M invested in State Street SPDR S&P International Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 10 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 33
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
4% more funds holding
Funds holding: 127 → 132 (+5)
3.54% more ownership
Funds ownership: 31.91% → 35.45% (+3.5%)
5% more capital invested
Capital invested by funds: $490M → $513M (+$23.2M)
25% less call options, than puts
Call options by funds: $902K | Put options by funds: $1.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$45.4M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$13.9M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.97M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.4M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$9.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.72M |
| 3 |
Morgan Stanley
New York
|
-$8.92M |
| 4 |
AssetMark Inc
Concord,
California
|
-$2.49M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$1.91M |
DWX Hedge Fund Activity: Q3 2014 in Review
132 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q3 2014, worth a combined $513M — up 4.7% from $490M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DWX positions and 10 closed out — a net gain of 5 holders — while 60 added to existing stakes and 33 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $45.4M. The largest seller was Brinker Capital, cutting an estimated $9.8M.
- 132 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q3 2014, up from 127 in Q2 2014.
- Funds reported $513M of State Street SPDR S&P International Dividend ETF stock for Q3 2014, up 4.7% quarter-over-quarter.
- 15 funds opened new State Street SPDR S&P International Dividend ETF positions in Q3 2014 and 10 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P International Dividend ETF buyer in Q3 2014 was Morningstar Investment Services, an estimated $45.4M added.
- The largest State Street SPDR S&P International Dividend ETF seller in Q3 2014 was Brinker Capital, an estimated $9.8M sold.
Based on aggregated 13F filings for Q3 2014.