We are live on ! Find out more
RWX icon

State Street SPDR Dow Jones International Real Estate ETF

208 hedge funds and large institutions have $3.9B invested in State Street SPDR Dow Jones International Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 69

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

4% more capital invested

Capital invested by funds: $3.77B → $3.9B (+$133M)

0.69% less ownership

Funds ownership: 77.68%76.99% (-0.69%)

2% less funds holding

Funds holding: 213208 (-5)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

42% less call options, than puts

Call options by funds: $234K | Put options by funds: $403K

Holders
208
Holders Change
-5
Holders Change %
-2.35%
% of All Funds
5.54%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
23
Increased
87
Reduced
69
Closed
26
Calls
$234K
Puts
$403K
Net Calls
-$169K
Net Calls Change
+$625K
Name Holding Trade Value Shares
Change
Change in
Stake
AW
51
Alpha Windward
Massachusetts
$2.79M +$98.5K +2,264 +4%
Stifel Financial
52
Stifel Financial
Missouri
$2.63M +$1.52M +35,044 +136%
LA
53
Leonetti & Associates
Illinois
$2.35M +$8.09K +186 +0.3%
IA
54
IndexIQ Advisors
New York
$2.34M -$3.18M -73,178 -58%
MBT
55
Montecito Bank & Trust
California
$2.32M +$1.45M +33,346 +165%
EWM
56
Evercore Wealth Management
New York
$2.31M +$2.31M +53,190 New
UCFA
57
United Capital Financial Advisors
Texas
$2.27M +$825K +18,959 +59%
TAM
58
Tocqueville Asset Management
New York
$2.25M -$76.1K -1,750 -3%
ST
59
Sentinel Trust
Texas
$2.21M -$630K -14,472 -22%
Invesco
60
Invesco
Georgia
$2.16M -$75.6K -1,738 -3%
BTS
61
BB&T Securities
Virginia
$2.14M -$170K -3,905 -44%
MAA
62
Managed Account Advisors
New Jersey
$2.02M +$734K +16,879 +57%
HCM
63
Hollencrest Capital Management
California
$2M +$99.6K +2,290 +5%
WFG
64
Windsor Financial Group
Minnesota
$1.93M +$9.09K +209 +0.5%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$64.5K +1,483 +4%
DG
66
Davidson & Garrard
Virginia
$1.78M +$121K +2,773 +7%
RJA
67
Raymond James & Associates
Florida
$1.77M +$39.7K +913 +2%
TAG
68
Tactical Allocation Group
Michigan
$1.76M -$768K -17,656 -30%
SG Americas Securities
69
SG Americas Securities
New York
$1.72M +$1.62M +37,133 +1,428%
Truist Financial
70
Truist Financial
North Carolina
$1.71M -$342K -7,864 -17%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M -$50.8K -1,167 -3%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.61M -$38.4K -882 -2%
WCM
73
Windham Capital Management
Massachusetts
$1.58M -$35.3M -811,197 -96%
FA
74
FCG Advisors
New Jersey
$1.54M -$162K -3,723 -9%
JWS
75
Juncture Wealth Strategies
Arizona
$1.45M -$1.39M -31,993 -49%

RWX Hedge Fund Activity: Q1 2015 in Review

208 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2015, worth a combined $3.9B — up 3.5% from $3.77B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RWX and 23 opened new positions — a net loss of 3 holders — while 69 trimmed existing stakes and 87 added.

The largest buyer was Wells Fargo, adding an estimated $48M. The largest seller was US Bancorp, cutting an estimated $46.2M.

  • 208 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2015, down from 213 in Q4 2014.
  • Funds reported $3.9B of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2015, up 3.5% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2015 and 26 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2015 was Wells Fargo, an estimated $48M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2015 was US Bancorp, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2015.