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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
PAG
51
Private Advisor Group
New Jersey
$863K +$243K +5,309 +40%
SIAS
52
Shine Investment Advisory Services
Colorado
$828K +$811K +17,750 New
WTNA
53
Wilmington Trust National Association
Delaware
$822K +$341K +7,465 +73%
NPC
54
National Planning Corporation
California
$809K -$9.64K -211 -1%
PMG
55
ProVise Management Group
Florida
$763K +$323K +7,064 +76%
IFB
56
iAB Financial Bank
Indiana
$727K +$36.1K +790 +5%
EWM
57
Empirical Wealth Management
Washington
$720K +$3.97K +87 +0.6%
ACM
58
Argentus Capital Management
Texas
$707K +$691K +15,127 New
AA
59
AlphaMark Advisors
Kentucky
$696K -$13.7K -300 -2%
MFP
60
Mosaic Financial Partners
California
$687K
OC
61
Oarsman Capital
Wisconsin
$680K +$35.2K +770 +6%
KFS
62
KMS Financial Services
Washington
$666K +$291K +6,368 +80%
CBU
63
CIBC Bank USA
Illinois
$655K -$105K -2,296 -14%
JP Morgan Chase
64
JP Morgan Chase
New York
$655K +$26.5K +581 +4%
HighTower Advisors
65
HighTower Advisors
Illinois
$649K +$127K +2,774 +25%
MFS
66
MSI Financial Services
Massachusetts
$627K +$158K +3,452 +35%
NES
67
New England Securities
New York
$614K +$196K +4,296 +48%
CAL
68
Capital Advisors Ltd
Ohio
$599K +$45.1K +988 +8%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$547K +$47.4K +1,038 +10%
CWM
70
Concert Wealth Management
California
$538K +$572K +12,513 New
AWA
71
Arete Wealth Advisors
Illinois
$535K +$33K +723 +7%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$473K
Natixis Advisors
73
Natixis Advisors
Massachusetts
$434K +$82K +1,796 +24%
BSWMG
74
Barrington Strategic Wealth Management Group
Illinois
$429K -$24.2K -530 -5%
FFC
75
First Financial Corp
Indiana
$425K -$11.2K -245 -3%

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.