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State Street SPDR Dow Jones Global Real Estate ETF

122 hedge funds and large institutions have $742M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 28

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

8% more capital invested

Capital invested by funds: $689M → $742M (+$52.5M)

2% more funds holding

Funds holding: 120122 (+2)

1.48% less ownership

Funds ownership: 51.97%50.48% (-1.5%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
3.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
13
Increased
60
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$5.62M +$5.91M +126,741 New
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$4.99M
IAA
28
Ironsides Asset Advisors
North Carolina
$4.97M -$194K -4,167 -4%
MCWS
29
McKinley Carter Wealth Services
West Virginia
$4.63M +$363K +7,770 +8%
MHS
30
M Holdings Securities
Oregon
$4.02M +$102K +2,184 +2%
Invesco
31
Invesco
Georgia
$3.94M +$336K +7,197 +9%
BPBT
32
Boston Private Bank & Trust
Massachusetts
$2.7M +$1.4K +30 +0%
SI
33
SII Investments
Wisconsin
$2.62M +$2.76M +59,178 New
WB
34
WesBanco Bank
West Virginia
$2.58M +$2.72M +58,252 New
CCM
35
Condor Capital Management
New Jersey
$2.4M +$143K +3,068 +6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.39M -$77.2K -1,654 -3%
Ameriprise
37
Ameriprise
Minnesota
$2.19M +$235K +5,045 +11%
CAN
38
Cetera Advisor Networks
California
$2.14M +$1.91M +40,958 +563%
Jane Street
39
Jane Street
New York
$2.04M +$2.15M +46,007 New
FHC
40
First Heartland Consultants
Missouri
$1.95M -$34.7K -743 -2%
CG
41
Colony Group
Massachusetts
$1.88M +$1.98M +42,496 New
TCM
42
TD Capital Management
Tennessee
$1.85M -$1.65M -35,304 -46%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$1.81M +$416K +8,907 +28%
William Blair & Company
44
William Blair & Company
Illinois
$1.56M +$1.65M +35,290 New
NC
45
NewSquare Capital
Pennsylvania
$1.56M -$69.2K -1,482 -4%
M&T Bank
46
M&T Bank
New York
$1.53M +$1.59M +33,999 +5,705%
CS
47
Credit Suisse
Switzerland
$1.47M -$4.34K -93 -0.3%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.46M -$60.8K -1,302 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.36M +$311K +6,675 +28%
PAG
50
Private Advisor Group
New Jersey
$1.32M +$525K +11,248 +61%

RWO Hedge Fund Activity: Q3 2014 in Review

122 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2014, worth a combined $742M — up 7.6% from $689M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWO positions and 7 closed out — a net gain of 6 holders — while 60 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20M. The largest seller was Legacy Private Trust, cutting an estimated $11.4M.

  • 122 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2014, up from 120 in Q2 2014.
  • Funds reported $742M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2014, up 7.6% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2014 and 7 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2014 was Goldman Sachs, an estimated $20M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2014 was Legacy Private Trust, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2014.