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State Street SPDR Dow Jones International Real Estate ETF

202 hedge funds and large institutions have $3.7B invested in State Street SPDR Dow Jones International Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

30% more call options, than puts

Call options by funds: $442K | Put options by funds: $341K

28% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 61

15% more capital invested

Capital invested by funds: $3.21B → $3.7B (+$491M)

10% more funds holding

Funds holding: 184202 (+18)

0.45% more ownership

Funds ownership: 75.83%76.28% (+0.45%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
29
Increased
78
Reduced
61
Closed
11
Calls
$442K
Puts
$341K
Net Calls
+$101K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.7M +$3.88M +89,844 +59%
EIM
27
Emerson Investment Management
Massachusetts
$9.27M +$81K +1,875 +0.9%
COI
28
Connable Office Inc
Michigan
$9.1M -$1.43M -33,209 -14%
LPL Financial
29
LPL Financial
California
$9.08M +$5.41M +125,087 +156%
UCFA
30
United Capital Financial Advisors
Texas
$7.76M +$4.53M +104,740 +148%
IWC
31
Integrated Wealth Counsel
California
$7.39M +$436K +10,080 +6%
MWM
32
Merriman Wealth Management
Washington
$6.81M -$122K -2,819 -2%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$6.68M +$6.52M +151,000 New
CAM
34
Congress Asset Management
Massachusetts
$5.8M +$5.67M +131,197 New
Barclays
35
Barclays
United Kingdom
$5.53M +$177K +4,107 +3%
BF
36
BOK Financial
Oklahoma
$5.41M +$1.03M +23,864 +24%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$5.23M +$1.33M +30,673 +35%
TFA
38
Transamerica Financial Advisors
Florida
$4.73M +$125K +2,891 +3%
AAM
39
Aberdeen Asset Management
United Kingdom
$4.28M -$2.05M -47,498 -33%
TAG
40
Tactical Allocation Group
Michigan
$4.17M -$856K -19,810 -17%
Truist Financial
41
Truist Financial
North Carolina
$4.13M -$1.58M -36,454 -28%
MIU
42
Man Investments (UK)
United Kingdom
$3.98M +$1.67M +38,690 +75%
SSB
43
Sandy Spring Bank
Maryland
$3.97M +$129K +2,995 +3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.85M +$45.2K +1,046 +1%
GC
45
Guggenheim Capital
Illinois
$3.79M +$1.81M +41,876 +96%
M&T Bank
46
M&T Bank
New York
$3.78M -$295K -6,827 -7%
MCM
47
Manchester Capital Management
Vermont
$3.58M +$5.27K +122 +0.2%
FCIM
48
Fairview Capital Investment Management
California
$3.56M
IA
49
IndexIQ Advisors
New York
$3.23M -$5.05M -116,865 -62%
PA
50
Pinnacle Associates
New York
$3.21M -$147K -3,393 -4%

RWX Hedge Fund Activity: Q2 2014 in Review

202 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q2 2014, worth a combined $3.7B — up 15% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWX positions and 11 closed out — a net gain of 18 holders — while 78 added to existing stakes and 61 trimmed.

The largest buyer was State Street, adding an estimated $90.9M. The largest seller was US Bancorp, cutting an estimated $42.6M.

  • 202 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q2 2014, up from 184 in Q1 2014.
  • Funds reported $3.7B of State Street SPDR Dow Jones International Real Estate ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q2 2014 and 11 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q2 2014 was State Street, an estimated $90.9M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q2 2014 was US Bancorp, an estimated $42.6M sold.

Based on aggregated 13F filings for Q2 2014.