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State Street SPDR Dow Jones International Real Estate ETF

184 hedge funds and large institutions have $3.21B invested in State Street SPDR Dow Jones International Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $412K | Put options by funds: $235K

20% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 61

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

2% more funds holding

Funds holding: 181184 (+3)

1% more capital invested

Capital invested by funds: $3.18B → $3.21B (+$28.3M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.25% less ownership

Funds ownership: 76.08%75.83% (-0.25%)

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
5.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
24
Increased
73
Reduced
61
Closed
21
Calls
$412K
Puts
$235K
Net Calls
+$177K
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IndexIQ Advisors
New York
$7.82M +$2.27M +55,972 +42%
MWM
27
Merriman Wealth Management
Washington
$6.71M +$6.31M +155,323 New
IWC
28
Integrated Wealth Counsel
California
$6.46M +$590K +14,510 +10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.24M -$17.3M -425,170 -74%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$6.02M -$63.8K -1,570 -1%
AAM
31
Aberdeen Asset Management
United Kingdom
$5.92M +$1.93M +47,398 +49%
Truist Financial
32
Truist Financial
North Carolina
$5.34M -$69.6K -1,713 -1%
Barclays
33
Barclays
United Kingdom
$4.99M +$318K +7,837 +7%
TAG
34
Tactical Allocation Group
Michigan
$4.7M -$27.1M -665,949 -85%
TFA
35
Transamerica Financial Advisors
Florida
$4.29M -$2.76K -68 -0.1%
BF
36
BOK Financial
Oklahoma
$4.05M +$910K +22,405 +29%
M&T Bank
37
M&T Bank
New York
$3.8M +$11.9K +294 +0.3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.61M +$2.81M +69,182 +376%
SSB
39
Sandy Spring Bank
Maryland
$3.57M +$53.8K +1,323 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.54M -$34.5M -849,575 -91%
MCM
41
Manchester Capital Management
Vermont
$3.33M -$31.5K -775 -1%
FCIM
42
Fairview Capital Investment Management
California
$3.31M +$122K +3,000 +4%
LPL Financial
43
LPL Financial
California
$3.3M -$454K -11,179 -12%
PA
44
Pinnacle Associates
New York
$3.13M +$73.2K +1,802 +2%
UCFA
45
United Capital Financial Advisors
Texas
$2.91M +$1.85M +45,627 +183%
HFS
46
HL Financial Services
Kentucky
$2.86M +$170K +4,187 +6%
SB
47
Suntrust Banks
Georgia
$2.54M +$755K +18,584 +43%
ST
48
Sentinel Trust
Texas
$2.51M +$198K +4,874 +9%
CT
49
Coastline Trust
Rhode Island
$2.48M
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$407K +10,008 +20%

RWX Hedge Fund Activity: Q1 2014 in Review

184 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2014, worth a combined $3.21B — up 0.89% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWX positions and 21 closed out — a net gain of 3 holders — while 73 added to existing stakes and 61 trimmed.

The largest buyer was Wells Fargo, adding an estimated $81.8M. The largest seller was US Bancorp, cutting an estimated $51.1M.

  • 184 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2014, up from 181 in Q4 2013.
  • Funds reported $3.21B of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2014, up 0.89% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2014 and 21 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2014 was Wells Fargo, an estimated $81.8M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2014 was US Bancorp, an estimated $51.1M sold.

Based on aggregated 13F filings for Q1 2014.