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State Street SPDR Dow Jones International Real Estate ETF

202 hedge funds and large institutions have $3.82B invested in State Street SPDR Dow Jones International Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1.62% more ownership

Funds ownership: 76.28%77.9% (+1.6%)

3% more capital invested

Capital invested by funds: $3.7B → $3.82B (+$119M)

0% more funds holding

Funds holding: 202202 (0)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
17
Increased
84
Reduced
65
Closed
14
Calls
$219K
Puts
Net Calls
+$219K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
51
AMG National Trust Bank
Colorado
$2.92M +$172K +3,911 +6%
HFS
52
HL Financial Services
Kentucky
$2.77M -$45.6K -1,037 -2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$2.75M +$449K +10,204 +18%
CT
54
Coastline Trust
Rhode Island
$2.54M
SB
55
Suntrust Banks
Georgia
$2.51M +$460K +10,449 +21%
Truist Financial
56
Truist Financial
North Carolina
$2.47M -$1.48M -33,657 -36%
AW
57
Alpha Windward
Massachusetts
$2.36M +$116K +2,633 +5%
Invesco
58
Invesco
Georgia
$2.17M +$418K +9,498 +22%
FA
59
FCG Advisors
New Jersey
$2.06M +$268K +6,089 +14%
LA
60
Leonetti & Associates
Illinois
$1.96M -$31.4K -715 -1%
RJA
61
Raymond James & Associates
Florida
$1.94M +$229K +5,210 +13%
CDIA
62
Capital Directions Investment Advisors
Georgia
$1.9M -$31.8K -722 -2%
PPA
63
Parametric Portfolio Associates
Washington
$1.85M +$28.2K +641 +1%
WFG
64
Windsor Financial Group
Minnesota
$1.82M -$8.22K -187 -0.4%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.81M -$60.1K -1,367 -3%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.8M +$179K +4,074 +10%
HCM
67
Hollencrest Capital Management
California
$1.78M -$5.89K -134 -0.3%
DG
68
Davidson & Garrard
Virginia
$1.5M +$131K +2,983 +9%
BUB
69
BBVA USA Bancshares
Texas
$1.39M -$25.8K -586 -2%
1IC
70
1919 Investment Counsel
Maryland
$1.33M +$514K +11,688 +57%
OCM
71
One Capital Management
California
$1.26M +$117K +2,661 +10%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$1.26M -$2.51K -57 -0.2%
MHS
73
M Holdings Securities
Oregon
$1.25M -$128K -2,911 -8%
NPC
74
National Planning Corporation
California
$1.18M +$39.1K +890 +3%
MWM
75
Modera Wealth Management
New Jersey
$1.16M -$8.97K -204 -0.7%

RWX Hedge Fund Activity: Q3 2014 in Review

202 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2014, worth a combined $3.82B — up 3.2% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWX positions and 14 closed out — a net gain of 3 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $299M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $46.9M sold.

  • 202 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $3.82B of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2014, up 3.2% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2014 and 14 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2014 was Wells Fargo, an estimated $299M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2014 was Aegon USA Investment Management, an estimated $46.9M sold.

Based on aggregated 13F filings for Q3 2014.