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State Street SPDR Dow Jones Global Real Estate ETF

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: 35 (+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: 8989 (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
Name Holding Trade Value Shares
Change
Change in
Stake
IFB
51
iAB Financial Bank
Indiana
$607K +$21.1K +500 +4%
HighTower Advisors
52
HighTower Advisors
Illinois
$604K -$599K -14,197 -50%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$567K +$306K +7,258 +118%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$540K +$42 +1 +0%
OC
55
Oarsman Capital
Wisconsin
$492K +$44.4K +1,051 +10%
BSWMG
56
Barrington Strategic Wealth Management Group
Illinois
$480K -$15.8K -375 -3%
LPT
57
Legacy Private Trust
Wisconsin
$449K -$1.06M -25,037 -70%
KFS
58
KMS Financial Services
Washington
$421K -$29.2K -691 -6%
FFC
59
First Financial Corp
Indiana
$410K -$103K -2,435 -20%
B
60
Baird
Wisconsin
$398K +$49.1K +1,163 +14%
FA
61
FCG Advisors
New Jersey
$394K +$66.4K +1,573 +20%
AIG
62
American International Group
New York
$372K -$64K -1,516 -15%
NES
63
New England Securities
New York
$310K +$120K +2,839 +63%
Nomura Asset Management
64
Nomura Asset Management
Japan
$296K +$42.2K +1,000 +17%
NDSI
65
Newman Dignan & Sheerar Inc
Rhode Island
$276K +$4.98K +118 +2%
PMG
66
ProVise Management Group
Florida
$219K +$219K +5,182 New
ECM
67
ETrade Capital Management
Virginia
$206K -$591 -14 -0.3%
Creative Planning
68
Creative Planning
Kansas
$206K +$90.1K +2,134 +78%
William Blair & Company
69
William Blair & Company
Illinois
$201K -$258K -6,120 -56%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$101K +$101K +2,392 New
MFS
71
MSI Financial Services
Massachusetts
$95K -$912K -21,592 -91%
RIA
72
Regal Investment Advisors
Michigan
$88K -$27.3K -646 -24%
Citigroup
73
Citigroup
New York
$76K -$4.09K -97 -5%
PVH
74
Psagot Value Holdings
Israel
$74K +$21.1K +500 +40%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$56K -$28.7K -680 -34%

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.