RWR icon

SPDR Dow Jones REIT ETF
RWR

Overview Fund Activity

166 hedge funds and large institutions have $1.66B invested in SPDR Dow Jones REIT ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
25
Increased
57
Reduced
51
Closed
17
Calls
$749K
Puts
$1.54M
Net Calls
-$788K
Net Calls Change
+$451K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$93M
2
Goldman Sachs
Goldman Sachs
New York
$89.4M
3
VA
Valmark Advisers
Ohio
$89.7M
4
BIT
BlackRock Institutional Trust
California
$19.7M
5
CIM
Confluence Investment Management
Missouri
$11.3M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
$0
2
CAL
Capital Analysts LLC
Pennsylvania
$0
3
Invesco
Invesco
Georgia
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$18.6M
5
Northern Trust
Northern Trust
Illinois
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
151
James Investment Research
Ohio
$20K – – –
WAM
152
Wallington Asset Management
Indiana
$19K +$19K +246 New
EWM
153
Evercore Wealth Management
New York
$17K +$12.8K +180 +300%
GT
154
Glenmede Trust
Pennsylvania
$14K +$968 +13 +7%
WEC
155
Winslow Evans & Crocker
Massachusetts
$11.3K – – –
IFWM
156
Institute for Wealth Management
Colorado
$10K – – –
GAM
157
Gemmer Asset Management
California
$9K +$9K +115 New
DBT
158
Dubuque Bank & Trust
Iowa
$9K +$9K +119 New
LFG
159
LifePlan Financial Group
Ohio
$8K – – –
TSW
160
Thompson Siegel & Walmsley
Virginia
$7K – – –
HI
161
Hudock Inc
Pennsylvania
$6K +$6K +83 New
CMO
162
Covenant Multifamily Offices
Texas
$5K – – –
WT
163
Whittier Trust
California
$5K – – –
MSFP
164
Mark Sheptoff Financial Planning
Connecticut
$5K +$5K +62 New
BOK
165
Bank of Kentucky
Kentucky
$4K +$4K +51 New
PAS
166
Partnervest Advisory Services
California
$3K – – –
MAA
167
Managed Account Advisors
New Jersey
– -$11M -154,522 Closed
CAL
168
Capital Analysts LLC
Pennsylvania
– -$7.75M -108,714 Closed
Invesco
169
Invesco
Georgia
– -$5.16M -72,367 Closed
Lazard Asset Management
170
Lazard Asset Management
New York
– -$2.2M -30,900 Closed
Nuveen Asset Management
171
Nuveen Asset Management
Illinois
– -$1.6M -22,400 Closed
PPA
172
Parametric Portfolio Associates
Washington
– -$1.1M -15,453 Closed
1GA
173
1st Global Advisors
Texas
– -$490K -6,880 Closed
BF
174
BOK Financial
Oklahoma
– -$321K -4,500 Closed
NPIT
175
National Penn Investors Trust
Pennsylvania
– -$254K -3,575 Closed
4 5 6
7
8