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State Street SPDR Dow Jones International Real Estate ETF
RWX

171 hedge funds and large institutions have $3.1B invested in State Street SPDR Dow Jones International Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $1.44M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

14% more capital invested

Capital invested by funds: $2.71B → $3.1B (+$383M)

4% more funds holding

Funds holding: 165 → 171 (+6)

3.48% more ownership

Funds ownership: 73.39% → 76.88% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 58

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
5.54%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
27
Increased
63
Reduced
58
Closed
20
Calls
$2.09M
Puts
$1.44M
Net Calls
+$654K
Net Calls Change
+$593K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$104M
2
AUIM
Aegon USA Investment Management
Iowa
+$43.4M
3
Goldman Sachs
Goldman Sachs
New York
+$37.9M
4
State Street
State Street
Massachusetts
+$19.5M
5
US Bancorp
US Bancorp
Minnesota
+$12.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.4M
3
Barclays
Barclays
United Kingdom
-$11.2M
4
TAG
Tactical Allocation Group
Michigan
-$9.16M
5
FAAM
First Allied Asset Management
California
-$6.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
51
Coastline Trust
Rhode Island
$2.48M +$52.1K +1,277 +2%
BIM
52
BlackRock Investment Management
Delaware
$2.29M -$571K -14,000 -20%
PA
53
Pinnacle Associates
New York
$2.27M +$1.32M +32,410 +150%
RJA
54
Raymond James & Associates
Florida
$2.23M +$918K +22,505 +74%
LA
55
Leonetti & Associates
Illinois
$2.1M -$41K -1,005 -2%
MIU
56
Man Investments (UK)
United Kingdom
$2.09M +$2.02M +49,640 New
WTIM
57
Wilmington Trust Investment Management
Delaware
$2.06M -$475K -11,650 -19%
FA
58
FCG Advisors
New Jersey
$2.06M -$20K -491 -1%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.9M +$1.37M +33,716 +295%
WFG
60
Windsor Financial Group
Minnesota
$1.76M +$172K +4,214 +11%
BUB
61
BBVA USA Bancshares
Texas
$1.66M -$24.5K -600 -2%
SB
62
Suntrust Banks
Georgia
$1.64M +$433K +10,612 +38%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$421K +10,335 +37%
PAS
64
Partnervest Advisory Services
California
$1.43M +$31.2K +765 +2%
CC
65
Curian Capital
Colorado
$1.41M -$124K -3,051 -8%
Invesco
66
Invesco
Georgia
$1.38M -$225K -5,508 -14%
BP
67
Banyan Partners
Florida
$1.32M +$1.28M +31,371 New
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$1.31M +$44.2K +1,085 +4%
MWM
69
Modera Wealth Management
New Jersey
$1.3M -$15.8K -387 -1%
HSA
70
HBK Sorce Advisory
Pennsylvania
$1.17M -$1.39M -34,094 -55%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.16M -$78K -1,914 -7%
EWM
72
Evercore Wealth Management
New York
$1.15M -$15.9K -390 -1%
Comerica Bank
73
Comerica Bank
Texas
$1.04M -$75.2K -1,843 -7%
ASN
74
Advisory Services Network
Georgia
$1.02M +$73.2K +1,796 +8%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$1.01M -$1.49M -36,459 -60%
1 2
3
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RWX Hedge Fund Activity: Q3 2013 in Review

171 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2013, worth a combined $3.1B — up 14% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWX positions and 20 closed out — a net gain of 7 holders — while 63 added to existing stakes and 58 trimmed.

The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Royal Bank of Canada, cutting an estimated $15M.

  • 171 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2013, up from 165 in Q2 2013.
  • Funds reported $3.1B of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2013, up 14% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2013 and 20 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2013 was Wells Fargo, an estimated $104M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2013 was Royal Bank of Canada, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2013.