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State Street SPDR Dow Jones Global Real Estate ETF

122 hedge funds and large institutions have $742M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 28

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

8% more capital invested

Capital invested by funds: $689M → $742M (+$52.5M)

2% more funds holding

Funds holding: 120122 (+2)

1.48% less ownership

Funds ownership: 51.97%50.48% (-1.5%)

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
3.54%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
13
Increased
60
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
76
MSI Financial Services
Massachusetts
$629K +$34.5K +739 +5%
CWM
77
Concert Wealth Management
California
$613K +$59.8K +1,281 +10%
PI
78
Placemark Investments
Illinois
$613K +$444K +9,519 +221%
AWA
79
Arete Wealth Advisors
Illinois
$509K +$420 +9 +0.1%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$502K -$19.7K -422 -4%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$474K +$64.4K +1,381 +15%
FFC
82
First Financial Corp
Indiana
$403K -$933 -20 -0.2%
IFA
83
Interactive Financial Advisors
Illinois
$398K +$393K +8,425 +1,494%
BSWMG
84
Barrington Strategic Wealth Management Group
Illinois
$397K -$11.9K -255 -3%
FA
85
FCG Advisors
New Jersey
$395K +$92.9K +1,990 +27%
EAM
86
Evanson Asset Management
California
$324K +$3.41K +73 +1%
MWM
87
Modera Wealth Management
New Jersey
$304K
NDSI
88
Newman Dignan & Sheerar Inc
Rhode Island
$290K
AF
89
Aldebaran Financial
$233K -$23.3K -500 -9%
Stifel Financial
90
Stifel Financial
Missouri
$230K +$41.5K +890 +21%
SCM
91
SOL Capital Management
Maryland
$226K +$1.87K +40 +0.8%
Creative Planning
92
Creative Planning
Kansas
$167K -$1.4K -30 -0.8%
LNB
93
Ledyard National Bank
$161K -$83.1K -1,781 -33%
PO
94
Private Ocean
California
$158K -$11.5K -247 -6%
PVH
95
Psagot Value Holdings
Israel
$124K -$12.1K -260 -8%
AIG
96
American International Group
New York
$108K +$13.7K +293 +14%
Deutsche Bank
97
Deutsche Bank
Germany
$95K -$53.7K -1,150 -35%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$87K
Citigroup
99
Citigroup
New York
$84K +$5.79K +124 +7%
RIA
100
Regal Investment Advisors
Michigan
$65K +$93 +2 +0.1%

RWO Hedge Fund Activity: Q3 2014 in Review

122 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2014, worth a combined $742M — up 7.6% from $689M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWO positions and 7 closed out — a net gain of 6 holders — while 60 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20M. The largest seller was Legacy Private Trust, cutting an estimated $11.4M.

  • 122 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2014, up from 120 in Q2 2014.
  • Funds reported $742M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2014, up 7.6% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2014 and 7 closed out, a net change of +6 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2014 was Goldman Sachs, an estimated $20M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2014 was Legacy Private Trust, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2014.