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State Street SPDR Dow Jones Global Real Estate ETF

114 hedge funds and large institutions have $540M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $496M → $540M (+$44M)

9% more funds holding

Funds holding: 105114 (+9)

0.75% less ownership

Funds ownership: 50.06%49.31% (-0.75%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
51
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$680K -$245K -5,750 -27%
EWM
52
Empirical Wealth Management
Washington
$671K +$25.1K +589 +4%
AA
53
AlphaMark Advisors
Kentucky
$665K -$19.2K -450 -3%
IFB
54
iAB Financial Bank
Indiana
$646K +$14.9K +350 +2%
MFP
55
Mosaic Financial Partners
California
$643K +$43 +1 +0%
OC
56
Oarsman Capital
Wisconsin
$603K +$29.4K +690 +5%
JP Morgan Chase
57
JP Morgan Chase
New York
$588K -$8.83M -207,326 -94%
PAG
58
Private Advisor Group
New Jersey
$577K +$562K +13,201 New
FAAS
59
First Allied Advisory Services
California
$573K -$496K -11,638 -47%
CAL
60
Capital Advisors Ltd
Ohio
$518K +$154K +3,627 +44%
HighTower Advisors
61
HighTower Advisors
Illinois
$486K -$131K -3,079 -22%
AWA
62
Arete Wealth Advisors
Illinois
$469K +$5.58K +131 +1%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$467K -$6.3K -148 -1%
WTNA
64
Wilmington Trust National Association
Delaware
$444K +$433K +10,160 New
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$443K
MFS
66
MSI Financial Services
Massachusetts
$436K +$69.6K +1,635 +20%
BSWMG
67
Barrington Strategic Wealth Management Group
Illinois
$425K +$11.7K +275 +3%
FFC
68
First Financial Corp
Indiana
$409K
PMG
69
ProVise Management Group
Florida
$406K +$164K +3,850 +71%
NES
70
New England Securities
New York
$387K -$200K -4,692 -35%
CAN
71
Cetera Advisor Networks
California
$373K -$255K -5,986 -41%
KFS
72
KMS Financial Services
Washington
$346K +$16.5K +387 +5%
FA
73
FCG Advisors
New Jersey
$344K -$66.6K -1,563 -17%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$328K +$109K +2,558 +52%
MWM
75
Modera Wealth Management
New Jersey
$320K -$426 -10 -0.1%

RWO Hedge Fund Activity: Q1 2014 in Review

114 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2014, worth a combined $540M — up 8.9% from $496M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWO positions and 8 closed out — a net gain of 9 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $16.8M. The largest seller was JP Morgan Chase, cutting an estimated $8.83M.

  • 114 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2014, up from 105 in Q4 2013.
  • Funds reported $540M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2014, up 8.9% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2014 and 8 closed out, a net change of +9 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2014 was Goldman Sachs, an estimated $16.8M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2014 was JP Morgan Chase, an estimated $8.83M sold.

Based on aggregated 13F filings for Q1 2014.