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State Street SPDR Dow Jones International Real Estate ETF

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: 810 (+2)

14% more capital invested

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

4% more funds holding

Funds holding: 165171 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
76
Montecito Bank & Trust
California
$1.01M -$192K -4,697 -16%
LS
77
Lattice Strategies
Pennsylvania
$987K -$1.81M -44,503 -66%
UCFA
78
United Capital Financial Advisors
Texas
$967K +$119K +2,915 +15%
BB
79
Bell Bank
North Dakota
$963K +$86.8K +2,129 +10%
TCM
80
Telos Capital Management
California
$944K -$124K -3,044 -12%
Nomura Holdings
81
Nomura Holdings
Japan
$929K +$899K +22,047 New
RA
82
Research Affiliates
California
$903K
NPC
83
National Planning Corporation
California
$886K +$350K +8,584 +69%
CDIA
84
Capital Directions Investment Advisors
Georgia
$841K -$42.1K -1,032 -5%
ANTB
85
AMG National Trust Bank
Colorado
$794K +$769K +18,854 New
RFS
86
Rockefeller Financial Services
New York
$771K +$746K +18,300 New
FBNAT
87
FirstMerit Bank N.A. Trustee
Ohio
$769K +$8.4K +206 +1%
EHPM
88
Emery Howard Portfolio Management
California
$754K +$9.99K +245 +1%
ACM
89
Azimuth Capital Management
Michigan
$751K +$74.8K +1,835 +11%
AWA
90
AmeriServ Wealth Advisors
Pennsylvania
$729K -$16.3K -400 -2%
FIM
91
Freedom Investment Management
Connecticut
$615K -$34.2K -838 -5%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$600K +$581K +14,246 New
SNC
93
Stifel Nicolaus & Co
Missouri
$595K -$512K -12,556 -47%
EFSCE
94
Enterprise Financial Services Corp (EFSC)
Missouri
$587K +$37.7K +925 +7%
RFC
95
Regions Financial Corp
Alabama
$568K +$30.2K +741 +6%
GCA
96
Greenwood Capital Associates
South Carolina
$542K +$524K +12,862 New
DCM
97
Driehaus Capital Management
Illinois
$524K
FPTW
98
Franklin, Parlapiano, Turner & Welch
Texas
$522K +$3.59K +88 +0.7%
DWT
99
Dorsey & Whitney Trust
South Dakota
$521K +$139K +3,419 +38%
LIA
100
LS Investment Advisors
Michigan
$517K

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.