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State Street SPDR Dow Jones International Real Estate ETF
RWX

181 hedge funds and large institutions have $3.18B invested in State Street SPDR Dow Jones International Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

6% more funds holding

Funds holding: 171 → 181 (+10)

3% more capital invested

Capital invested by funds: $3.1B → $3.18B (+$81.6M)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.8% less ownership

Funds ownership: 76.88% → 76.08% (-0.8%)

53% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $2.92M

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
5.25%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
35
Increased
70
Reduced
53
Closed
22
Calls
$1.38M
Puts
$2.92M
Net Calls
-$1.54M
Net Calls Change
-$2.19M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$70.3M
2
Bank of America
Bank of America
North Carolina
+$68.4M
3
Goldman Sachs
Goldman Sachs
New York
+$25.1M
4
QI
QS Investors
New York
+$15.4M
5
VA
Valmark Advisers
Ohio
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
AL
Aspiriant LLC
California
-$46.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.59M
3
LFG
LifePlan Financial Group
Ohio
-$6.62M
4
COI
Connable Office Inc
Michigan
-$3.36M
5
TAG
Tactical Allocation Group
Michigan
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$2.03M +$467K +11,087 +29%
LA
52
Leonetti & Associates
Illinois
$2.02M -$29K -688 -1%
WTIM
53
Wilmington Trust Investment Management
Delaware
$2.02M – – –
FTUS
54
Flow Traders U.S.
New York
$2.02M +$2.06M +48,913 New
RJA
55
Raymond James & Associates
Florida
$2.01M -$169K -4,011 -8%
FA
56
FCG Advisors
New Jersey
$2.01M -$10.5K -249 -0.5%
AW
57
Alpha Windward
Massachusetts
$1.94M +$1.98M +47,100 New
CDIA
58
Capital Directions Investment Advisors
Georgia
$1.88M +$1.08M +25,729 +129%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.88M +$22.9K +543 +1%
SB
60
Suntrust Banks
Georgia
$1.77M +$176K +4,173 +11%
Jane Street
61
Jane Street
New York
$1.71M -$1.5M -35,695 -46%
WFG
62
Windsor Financial Group
Minnesota
$1.71M -$20.8K -493 -1%
GF
63
Gerstein Fisher
New York
$1.69M +$1.44M +34,165 +501%
HCM
64
Hollencrest Capital Management
California
$1.66M +$1.7M +40,306 New
NPC
65
National Planning Corporation
California
$1.53M +$685K +16,256 +78%
BUB
66
BBVA USA Bancshares
Texas
$1.5M -$121K -2,879 -7%
BIM
67
BlackRock Investment Management
Delaware
$1.32M -$934K -22,176 -41%
Invesco
68
Invesco
Georgia
$1.27M -$80.5K -1,911 -6%
V
69
Veritable
Delaware
$1.25M +$867K +20,568 +213%
MWM
70
Modera Wealth Management
New Jersey
$1.22M -$61.2K -1,453 -5%
CC
71
Curian Capital
Colorado
$1.21M -$169K -4,019 -12%
HSA
72
HBK Sorce Advisory
Pennsylvania
$1.19M +$21.1K +501 +2%
FAAS
73
First Allied Advisory Services
California
$1.12M +$837K +19,857 +266%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.09M -$39.3K -933 -3%
DG
75
Davidson & Garrard
Virginia
$1.05M +$587K +13,937 +122%
1 2
3
4 5

RWX Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2013, worth a combined $3.18B — up 2.6% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RWX positions and 22 closed out — a net gain of 13 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Wells Fargo, adding an estimated $70.3M. The largest seller was Aspiriant LLC, cutting an estimated $46.2M.

  • 181 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2013, up from 171 in Q3 2013.
  • Funds reported $3.18B of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2013, up 2.6% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2013 and 22 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2013 was Wells Fargo, an estimated $70.3M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2013 was Aspiriant LLC, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2013.