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State Street SPDR Dow Jones Global Real Estate ETF
RWO

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: 1 → 4 (+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: 114 → 120 (+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
–

Top Buyers

1
LPT
Legacy Private Trust
Wisconsin
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$25.7M
3
GT
Glenmede Trust
Pennsylvania
+$11.2M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$8.31M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$7.21M
2
Jane Street
Jane Street
New York
-$3.47M
3
IUAM
Itau USA Asset Management
New York
-$3.15M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.53M
5
U
UBS
Switzerland
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$342K -$56.4K -1,234 -15%
FA
77
FCG Advisors
New Jersey
$342K -$24.6K -539 -7%
EAM
78
Evanson Asset Management
California
$337K +$1.69K +37 +0.5%
MWM
79
Modera Wealth Management
New Jersey
$320K -$20.9K -458 -6%
WT
80
Wilmington Trust
Delaware
$310K +$304K +6,660 New
AF
81
Aldebaran Financial
$268K – – –
LNB
82
Ledyard National Bank
$252K +$58.7K +1,285 +31%
VFP
83
Verus Financial Partners
Virginia
$248K -$931K -20,382 -79%
SCM
84
SOL Capital Management
Maryland
$236K +$6.85K +150 +3%
PI
85
Placemark Investments
Illinois
$201K +$197K +4,309 New
Stifel Financial
86
Stifel Financial
Missouri
$200K +$196K +4,297 New
PO
87
Private Ocean
California
$178K +$2.19K +48 +1%
Creative Planning
88
Creative Planning
Kansas
$177K +$27.5K +602 +19%
Deutsche Bank
89
Deutsche Bank
Germany
$153K – – –
PVH
90
Psagot Value Holdings
Israel
$143K – – –
AIG
91
American International Group
New York
$99.6K -$36.7K -804 -27%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$92K -$5.98K -131 -6%
BRWA
93
B. Riley Wealth Advisors
Florida
$84K +$82.2K +1,800 New
Citigroup
94
Citigroup
New York
$82K +$46 +1 +0.1%
NFG
95
Next Financial Group
Texas
$70K +$68.4K +1,498 New
RIA
96
Regal Investment Advisors
Michigan
$68K -$17.4K -381 -21%
TFA
97
Transamerica Financial Advisors
Florida
$64K +$4.57K +100 +8%
AW
98
Alpha Windward
Massachusetts
$56K – – –
PTC
99
Private Trust Company
Ohio
$40K -$457 -10 -1%
BRWM
100
B. Riley Wealth Management
Tennessee
$36K – – –
2 3
4
5 6

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.