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State Street SPDR Dow Jones REIT ETF

172 hedge funds and large institutions have $1.78B invested in State Street SPDR Dow Jones REIT ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $1.66B → $1.78B (+$117M)

4% more funds holding

Funds holding: 166172 (+6)

0.56% less ownership

Funds ownership: 69.66%69.1% (-0.56%)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

81% less call options, than puts

Call options by funds: $565K | Put options by funds: $2.92M

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
17
Increased
54
Reduced
60
Closed
10
Calls
$565K
Puts
$2.92M
Net Calls
-$2.36M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.85M +$3.75K +46 +0.1%
MCM
52
Maryland Capital Management
Maryland
$2.48M -$7.34K -90 -0.3%
Ameriprise
53
Ameriprise
Minnesota
$2.33M +$51.3K +629 +2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.31M -$230K -2,816 -9%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.31M +$132K +1,615 +6%
SG Americas Securities
56
SG Americas Securities
New York
$1.81M -$3.36M -41,134 -65%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.81M -$56.4K -692 -3%
GLA
58
Great Lakes Advisors
Illinois
$1.81M +$222K +2,721 +14%
MWP
59
Moller Wealth Partners
$1.75M -$134K -1,643 -7%
LS
60
Lattice Strategies
Pennsylvania
$1.61M -$349K -4,280 -18%
PAMU
61
Pictet Asset Management (UK)
United Kingdom
$1.58M
EWM
62
Empirical Wealth Management
Washington
$1.56M +$9.05K +111 +0.6%
Deutsche Bank
63
Deutsche Bank
Germany
$1.56M +$1.05M +12,873 +217%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.54M +$78.3K +960 +5%
IA
65
IndexIQ Advisors
New York
$1.53M +$1.37M +16,849 +1,039%
Charles Schwab
66
Charles Schwab
California
$1.5M -$16.3K -200 -1%
P
67
Pitcairn
Pennsylvania
$1.46M +$628K +7,693 +78%
QCMC
68
Quantum Capital Management (California)
California
$1.43M -$13.1K -160 -0.9%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$1.36M +$50.3K +617 +4%
TRCT
70
Tower Research Capital (TRC)
New York
$1.17M -$552K -6,763 -32%
MFS
71
MSI Financial Services
Massachusetts
$1.15M +$51.5K +631 +5%
CFB
72
Cullen/Frost Bankers
Texas
$1.02M -$74.2K -910 -7%
AL
73
Aspiriant LLC
California
$1.02M -$230K -2,824 -19%
Barclays
74
Barclays
United Kingdom
$998K -$3.54M -43,377 -78%
FBNAT
75
FirstMerit Bank N.A. Trustee
Ohio
$962K -$23.7K -291 -2%

RWR Hedge Fund Activity: Q2 2014 in Review

172 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q2 2014, worth a combined $1.78B — up 7.1% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWR positions and 10 closed out — a net gain of 7 holders — while 54 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $20.3M. The largest seller was Alesco Advisors, cutting an estimated $26.2M.

  • 172 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q2 2014, up from 166 in Q1 2014.
  • Funds reported $1.78B of State Street SPDR Dow Jones REIT ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q2 2014 and 10 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones REIT ETF buyer in Q2 2014 was State Street, an estimated $20.3M added.
  • The largest State Street SPDR Dow Jones REIT ETF seller in Q2 2014 was Alesco Advisors, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2014.