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State Street SPDR Dow Jones Global Real Estate ETF
RWO

89 hedge funds and large institutions have $496M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

56% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 27

15% more capital invested

Capital invested by funds: $433M → $496M (+$63.1M)

2.52% more ownership

Funds ownership: 47.34% → 49.85% (+2.5%)

0% more funds holding

Funds holding: 89 → 89 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $283K

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
10
Increased
42
Reduced
27
Closed
10
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$283K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$18.4M
2
TCM
TD Capital Management
Tennessee
+$15.7M
3
Bank of America
Bank of America
North Carolina
+$8.92M
4
CPS
Counsel Portfolio Services
Ontario, Canada
+$7.36M
5
PAM
Panagora Asset Management
Massachusetts
+$7.36M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.55M
2
Morgan Stanley
Morgan Stanley
New York
-$4.58M
3
RBCM
Raub Brock Capital Management
California
-$4.44M
4
CBU
CIBC Bank USA
Illinois
-$4.09M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$2.45M – – –
BPBT
27
Boston Private Bank & Trust
Massachusetts
$2.37M +$134K +3,170 +6%
FHC
28
First Heartland Consultants
Missouri
$2.27M +$78.8K +1,867 +4%
SCG
29
Strategic Capital Group
Washington
$2.17M -$211K -5,004 -9%
AW
30
Alpha Windward
Massachusetts
$2.1M +$62.7K +1,486 +3%
CS
31
Credit Suisse
Switzerland
$2.05M -$2.86M -67,777 -58%
Ameriprise
32
Ameriprise
Minnesota
$1.96M +$483K +11,429 +33%
Jane Street
33
Jane Street
New York
$1.74M +$1.52M +35,970 +698%
CCM
34
Condor Capital Management
New Jersey
$1.73M +$199K +4,711 +13%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$1.69M +$432K +10,239 +35%
Invesco
36
Invesco
Georgia
$1.65M -$33K -782 -2%
NC
37
NewSquare Capital
Pennsylvania
$1.52M -$338K -7,994 -18%
State Street
38
State Street
Massachusetts
$1.37M +$551K +13,058 +68%
SAM
39
SignalPoint Asset Management
Missouri
$1.37M +$88.9K +2,106 +7%
NPC
40
National Planning Corporation
California
$1.29M +$379K +8,977 +42%
CAN
41
Cetera Advisor Networks
California
$1.03M -$126K -2,990 -11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$987K -$54.5K -1,291 -5%
HNB
43
Huntington National Bank
Ohio
$921K – – –
RJT
44
Raymond James Trust
Florida
$852K +$69.3K +1,642 +9%
FAAS
45
First Allied Advisory Services
California
$829K -$642K -15,198 -44%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$727K +$220K +5,209 +44%
CBU
47
CIBC Bank USA
Illinois
$720K -$4.09M -96,762 -85%
EWM
48
Empirical Wealth Management
Washington
$656K +$14.9K +353 +2%
AA
49
AlphaMark Advisors
Kentucky
$635K – – –
MFP
50
Mosaic Financial Partners
California
$622K +$2.32K +55 +0.4%
1
2
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RWO Hedge Fund Activity: Q3 2013 in Review

89 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2013, worth a combined $496M — up 15% from $433M a quarter earlier.

Fund positioning in RWO was balanced in Q3 2013: 10 funds opened new positions, 10 closed out, 42 added to existing stakes and 27 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $18.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.55M sold.

  • 89 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $496M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2013, up 15% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2013 and 10 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2013 was Goldman Sachs, an estimated $18.4M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2013 was Susquehanna International Group, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2013.