State Street SPDR Dow Jones REIT ETF

RWR

Market cap $1.9B

RWR Hedge Fund Activity: Q1 2014 in Review

166 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones REIT ETF (RWR) for Q1 2014, worth a combined $1.66B — up 19% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new RWR positions and 17 closed out — a net gain of 8 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $20.9M. The largest seller was Managed Account Advisors, exiting entirely with an estimated $11M sold.

• 166 institutional investors held State Street SPDR Dow Jones REIT ETF (RWR) as of Q1 2014, up from 158 in Q4 2013.
• Funds reported $1.66B of State Street SPDR Dow Jones REIT ETF stock for Q1 2014, up 19% quarter-over-quarter.
• 25 funds opened new State Street SPDR Dow Jones REIT ETF positions in Q1 2014 and 17 closed out, a net change of +8 holders.
• The largest State Street SPDR Dow Jones REIT ETF buyer in Q1 2014 was Charles Schwab Investment Advisory, an estimated $20.9M added.
• The largest State Street SPDR Dow Jones REIT ETF seller in Q1 2014 was Managed Account Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2014.