We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

133 hedge funds and large institutions have $852M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more capital invested

Capital invested by funds: $742M → $852M (+$110M)

9% more funds holding

Funds holding: 122133 (+11)

0.16% less ownership

Funds ownership: 50.48%50.33% (-0.16%)

Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
3.55%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
26
Increased
53
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
76
CIBC Bank USA
Illinois
$679K -$4.4K -94 -0.7%
Deutsche Bank
77
Deutsche Bank
Germany
$668K +$556K +11,880 +553%
WPW
78
Waldron Private Wealth
Pennsylvania
$580K +$569K +12,155 New
AWA
79
Arete Wealth Advisors
Illinois
$537K -$10.6K -227 -2%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$502K -$7.86K -168 -2%
SWP
81
Stratos Wealth Partners
Ohio
$501K +$491K +10,496 New
CWM
82
Concert Wealth Management
California
$486K -$174K -3,712 -27%
FAAS
83
First Allied Advisory Services
California
$471K -$741K -15,828 -61%
BSWMG
84
Barrington Strategic Wealth Management Group
Illinois
$436K +$9.36K +200 +2%
PI
85
Placemark Investments
Illinois
$432K -$224K -4,777 -35%
MWM
86
Modera Wealth Management
New Jersey
$369K +$40K +855 +12%
LNB
87
Ledyard National Bank
$363K +$186K +3,975 +110%
EAM
88
Evanson Asset Management
California
$351K +$2.76K +59 +0.8%
FA
89
FCG Advisors
New Jersey
$341K -$114K -2,429 -26%
SPC
90
Sigma Planning Corp
Michigan
$335K +$328K +7,008 New
SCM
91
SOL Capital Management
Maryland
$321K +$76.5K +1,635 +32%
ONB
92
Old National Bancorp
Indiana
$284K +$278K +5,942 New
AF
93
Aldebaran Financial
$251K
Stifel Financial
94
Stifel Financial
Missouri
$241K -$6.09K -130 -3%
Citigroup
95
Citigroup
New York
$223K +$130K +2,777 +147%
CC
96
Courier Capital
New York
$218K +$214K +4,575 New
SB
97
Suntrust Banks
Georgia
$208K +$204K +4,360 New
SI
98
SII Investments
Wisconsin
$207K -$2.57M -54,906 -93%
SS
99
Simplicity Solutions
Minnesota
$201K +$197K +4,206 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$135K +$39.9K +852 +43%

RWO Hedge Fund Activity: Q4 2014 in Review

133 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2014, worth a combined $852M — up 15% from $742M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWO positions and 12 closed out — a net gain of 14 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $29.1M. The largest seller was Bank of New York Mellon, cutting an estimated $10.7M.

  • 133 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2014, up from 122 in Q3 2014.
  • Funds reported $852M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2014, up 15% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2014 and 12 closed out, a net change of +14 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $29.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2014 was Bank of New York Mellon, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2014.