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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
PVH
101
Psagot Value Holdings
Israel
$134K
BCP
102
Blue Chip Partners
Michigan
$127K +$124K +2,655 New
AIM
103
Advantage Investment Management
Iowa
$124K +$122K +2,605 New
AIG
104
American International Group
New York
$121K +$4.78K +102 +4%
Creative Planning
105
Creative Planning
Kansas
$113K -$64.6K -1,381 -37%
FFC
106
First Financial Corp
Indiana
$97K -$330K -7,049 -78%
RIA
107
Regal Investment Advisors
Michigan
$70K
AW
108
Alpha Windward
Massachusetts
$57K
IFA
109
Interactive Financial Advisors
Illinois
$56K -$366K -7,817 -87%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$53K +$48.4K +1,034 +1,379%
GWA
111
Genesis Wealth Advisors
Massachusetts
$42.4K +$39.6K +845 New
BRWM
112
B. Riley Wealth Management
Tennessee
$37K
WA
113
WFG Advisors
Texas
$29K +$94 +2 +0.3%
BCI
114
Brinker Capital Investments
Pennsylvania
$29K +$3.14K +67 +12%
FAM
115
Formidable Asset Management
Ohio
$26K +$25.8K +551 New
TFA
116
Transamerica Financial Advisors
Florida
$21K +$19.9K +425 New
CHC
117
City Holding Co
West Virginia
$19K +$18.7K +400 New
MA
118
MCF Advisors
Kentucky
$15K
OIA
119
Optimum Investment Advisors
Illinois
$12K
SSB
120
Sandy Spring Bank
Maryland
$11K
UFA
121
US Financial Advisors
Massachusetts
$10K +$9.41K +201 New
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$9K +$94 +2 +1%
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$8K
BC
124
Bartlett & Co
Ohio
$4K +$3.79K +81 New
HDIM
125
Hanson & Doremus Investment Management
Vermont
$3K

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.