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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
Goldman Sachs
1
Goldman Sachs
New York
$138M +$25.7M +562,994 +23%
RJA
2
Raymond James & Associates
Florida
$61.2M +$4.02M +88,100 +7%
Morgan Stanley
3
Morgan Stanley
New York
$47M +$11.1M +243,683 +32%
GT
4
Glenmede Trust
Pennsylvania
$44.1M +$11.2M +246,222 +35%
CC
5
Curian Capital
Colorado
$43.2M +$3.77M +82,584 +10%
CPO
6
Cerity Partners OCIO
New York
$35.2M -$482K -10,562 -1%
LPT
7
Legacy Private Trust
Wisconsin
$32.9M +$28M +612,562 +664%
Bank of America
8
Bank of America
North Carolina
$32M +$1.31M +28,774 +4%
LPL Financial
9
LPL Financial
California
$28.9M +$267K +5,840 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27.4M +$1.48M +32,502 +6%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$19.1M +$8.31M +181,830 +80%
Wells Fargo
12
Wells Fargo
California
$17.2M +$2.98M +65,334 +22%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$13M +$725K +15,880 +6%
MAA
14
Managed Account Advisors
New Jersey
$12.3M +$3.42M +74,792 +40%
U
15
UBS
Switzerland
$12M -$1.85M -40,534 -14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.8M +$362K +7,924 +4%
GI
17
Gradient Investments
Minnesota
$6.83M +$993K +21,748 +17%
State Street
18
State Street
Massachusetts
$6.02M +$2.65M +57,957 +81%
CA
19
Cetera Advisors
Colorado
$5.8M +$309K +6,762 +6%
AA
20
Advisory Alpha
Michigan
$5.77M +$25.3K +553 +0.4%
IAA
21
Ironsides Asset Advisors
North Carolina
$5.43M +$5.31M +116,309 New
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$5.25M
RJFSA
23
Raymond James Financial Services Advisors
Florida
$5.06M +$4.03M +88,220 +434%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$4.52M +$4.42M +96,797 New
MHS
25
M Holdings Securities
Oregon
$4.14M +$4.05M +88,675 New

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.