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State Street SPDR Dow Jones Global Real Estate ETF

120 hedge funds and large institutions have $689M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

107% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 27

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $540M → $689M (+$150M)

5% more funds holding

Funds holding: 114120 (+6)

2.65% more ownership

Funds ownership: 49.31%51.97% (+2.7%)

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
17
Increased
56
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$3.81M +$775K +16,974 +26%
TCM
27
TD Capital Management
Tennessee
$3.6M -$769K -16,831 -18%
FA
28
FDx Advisors
Illinois
$3.33M -$937K -20,505 -22%
BPBT
29
Boston Private Bank & Trust
Massachusetts
$2.84M -$46.5K -1,017 -2%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$2.59M -$108K -2,374 -4%
CCM
31
Condor Capital Management
New Jersey
$2.38M +$166K +3,627 +8%
FHC
32
First Heartland Consultants
Missouri
$2.09M -$82.7K -1,810 -4%
LWI
33
Long Wharf Investors
Massachusetts
$2.08M -$52.1K -1,141 -2%
Ameriprise
34
Ameriprise
Minnesota
$2.06M +$140K +3,073 +7%
NC
35
NewSquare Capital
Pennsylvania
$1.71M -$81.6K -1,787 -5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.6M +$190K +4,162 +14%
CS
37
Credit Suisse
Switzerland
$1.55M -$99.6K -2,181 -6%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$1.49M +$345K +7,551 +31%
P
39
Pitcairn
Pennsylvania
$1.49M -$101K -2,215 -6%
EHPM
40
Emery Howard Portfolio Management
California
$1.44M +$1.41M +30,771 New
Nomura Asset Management
41
Nomura Asset Management
Japan
$1.37M +$425K +9,300 +47%
RJT
42
Raymond James Trust
Florida
$1.29M +$16.5K +361 +1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.18M +$449K +9,828 +63%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.12M +$254K +5,560 +30%
AA
45
Ancora Advisors
Ohio
$1.1M -$7.21M -157,797 -87%
FAAS
46
First Allied Advisory Services
California
$1.02M +$398K +8,713 +66%
B
47
Baird
Wisconsin
$972K +$190K +4,160 +25%
HNB
48
Huntington National Bank
Ohio
$949K
SCG
49
Strategic Capital Group
Washington
$914K +$35.7K +782 +4%
AP
50
Advisors Preferred
Maryland
$898K +$880K +19,260 New

RWO Hedge Fund Activity: Q2 2014 in Review

120 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2014, worth a combined $689M — up 28% from $540M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWO positions and 11 closed out — a net gain of 6 holders — while 56 added to existing stakes and 27 trimmed.

The largest buyer was Legacy Private Trust, adding an estimated $28M. The largest seller was Ancora Advisors, cutting an estimated $7.21M.

  • 120 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2014, up from 114 in Q1 2014.
  • Funds reported $689M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2014, up 28% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2014 and 11 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2014 was Legacy Private Trust, an estimated $28M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2014 was Ancora Advisors, an estimated $7.21M sold.

Based on aggregated 13F filings for Q2 2014.