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State Street SPDR Dow Jones Global Real Estate ETF
RWO

133 hedge funds and large institutions have $852M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

15% more capital invested

Capital invested by funds: $742M → $852M (+$110M)

9% more funds holding

Funds holding: 122 → 133 (+11)

0.16% less ownership

Funds ownership: 50.48% → 50.33% (-0.16%)

Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
26
Increased
53
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
+$29.1M
2
Morgan Stanley
Morgan Stanley
New York
+$13.6M
3
HI
Hudock Inc
Pennsylvania
+$4.3M
4
VKH
Virtu KCG Holdings
New York
+$4.24M
5
SFA
Sequoia Financial Advisors
Ohio
+$3.35M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
2
CC
Curian Capital
Colorado
-$8.35M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.62M
4
LPT
Legacy Private Trust
Wisconsin
-$4.93M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$4.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
FDx Advisors
Illinois
$5.52M -$541K -11,559 -9%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$5.38M – – –
State Street
28
State Street
Massachusetts
$5.3M -$1.42M -30,317 -21%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$4.85M +$4.53M +96,680 New
IAA
30
Ironsides Asset Advisors
North Carolina
$4.64M -$694K -14,815 -13%
MHS
31
M Holdings Securities
Oregon
$4.58M +$240K +5,132 +6%
VKH
32
Virtu KCG Holdings
New York
$4.32M +$4.24M +90,546 New
P
33
Palladiem
Pennsylvania
$3.97M +$3.89M +83,112 New
Invesco
34
Invesco
Georgia
$3.72M -$514K -10,970 -12%
William Blair & Company
35
William Blair & Company
Illinois
$3.49M +$1.77M +37,917 +107%
BPBT
36
Boston Private Bank & Trust
Massachusetts
$3.23M +$311K +6,638 +11%
Ameriprise
37
Ameriprise
Minnesota
$3.16M +$791K +16,904 +34%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$2.77M +$196K +4,195 +8%
CAN
39
Cetera Advisor Networks
California
$2.73M +$418K +8,931 +19%
CCM
40
Condor Capital Management
New Jersey
$2.61M +$34.3K +733 +1%
FC
41
Financial Consulate
Maryland
$2.4M +$2.36M +50,368 New
CS
42
Credit Suisse
Switzerland
$2.33M +$737K +15,739 +48%
TCM
43
TD Capital Management
Tennessee
$2.28M +$276K +5,893 +14%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$2.15M +$197K +4,218 +10%
FHC
45
First Heartland Consultants
Missouri
$1.88M -$216K -4,604 -10%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.78M +$203K +4,329 +13%
M&T Bank
47
M&T Bank
New York
$1.75M +$94K +2,008 +6%
PMG
48
ProVise Management Group
Florida
$1.65M +$430K +9,180 +36%
PAG
49
Private Advisor Group
New Jersey
$1.65M +$223K +4,773 +16%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.6M +$133K +2,845 +9%
1
2
3 4 5

RWO Hedge Fund Activity: Q4 2014 in Review

133 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2014, worth a combined $852M — up 15% from $742M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 12 closed out — a net gain of 14 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $29.1M. The largest seller was Bank of New York Mellon, cutting an estimated $10.7M.

  • 133 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2014, up from 122 in Q3 2014.
  • Funds reported $852M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2014, up 15% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2014 and 12 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $29.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2014 was Bank of New York Mellon, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2014.