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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
US Bancorp
101
US Bancorp
Minnesota
$8K
TF
102
Trutina Financial
Washington
$8K +$7.66K +180 New
FMII
103
Farmers & Merchants Investments Inc
Nebraska
$7K
BFEC
104
Benjamin F. Edwards & Company
Missouri
$6K
TAIM
105
TD Ameritrade Investment Management
Nebraska
$6K +$2.17K +51 +61%
S
106
SignatureFD
Georgia
$5K +$4.68K +110 New
HDIM
107
Hanson & Doremus Investment Management
Vermont
$3K
HR
108
Howe & Rusling
New York
$3K +$2.56K +60 New
IFA
109
Interactive Financial Advisors
Illinois
$3K +$2.81K +66 New
NMIS
110
Northwestern Mutual Investment Services
Wisconsin
$3K +$3.41K +80 New
WEC
111
Winslow Evans & Crocker
Massachusetts
$2.18K
BOK
112
Bank of Kentucky
Kentucky
$2K
BCMIO
113
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +47 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 -$2.6K -61 -33%
CPS
115
Counsel Portfolio Services
Ontario, Canada
-$7.24M -174,232 Closed
PAM
116
Panagora Asset Management
Massachusetts
-$7.24M -174,232 Closed
MHS
117
M Holdings Securities
Oregon
-$3.07M -73,947 Closed
SAM
118
SignalPoint Asset Management
Missouri
-$1.34M -32,202 Closed
VFS
119
VSR Financial Services
Kansas
-$207K -4,983 Closed
FTUS
120
Flow Traders U.S.
New York
-$147K -3,545 Closed
WA
121
Waverly Advisors
Alabama
-$8K -185 Closed
PAS
122
Partnervest Advisory Services
California
-$3K -72 Closed

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.