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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
1IC
101
1919 Investment Counsel
Maryland
$34K -$8.91K -195 -22%
M&T Bank
102
M&T Bank
New York
$28K
WA
103
WFG Advisors
Texas
$28K +$46 +1 +0.2%
IFA
104
Interactive Financial Advisors
Illinois
$26K +$22.7K +498 +755%
AssetMark Inc
105
AssetMark Inc
California
$26K +$25K +547 New
MA
106
MCF Advisors
Kentucky
$14K
TIM
107
Tortoise Investment Management
New York
$13K
SSB
108
Sandy Spring Bank
Maryland
$10K
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$2.79K +61 +50%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$9K +$8.45K +185 New
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$8K
US Bancorp
112
US Bancorp
Minnesota
$8K
BFEC
113
Benjamin F. Edwards & Company
Missouri
$7K
WF
114
WealthTrust Fairport
Ohio
$4K +$4.11K +90 New
HDIM
115
Hanson & Doremus Investment Management
Vermont
$3K
WEC
116
Winslow Evans & Crocker
Massachusetts
$2.33K
HR
117
Howe & Rusling
New York
$2K -$777 -17 -28%
BOK
118
Bank of Kentucky
Kentucky
$2K
VIA
119
Vantage Investment Advisors
Pennsylvania
$1K +$594 +13 New
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$305
Jane Street
121
Jane Street
New York
-$3.47M -79,471 Closed
IUAM
122
Itau USA Asset Management
New York
-$3.15M -72,070 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$2.53M -57,911 Closed
VKH
124
Virtu KCG Holdings
New York
-$1.33M -30,393 Closed
ECM
125
ETrade Capital Management
Virginia
-$158K -3,607 Closed

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.