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State Street SPDR Dow Jones International Real Estate ETF

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: 171181 (+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: 1010 (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
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$1.03M +$85.1K +2,021 +9%
ASN
77
Advisory Services Network
Georgia
$1.02M +$26.2K +622 +3%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$1M -$283K -6,722 -22%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$990K -$969 -23 -0.1%
BEC
80
Blue Edge Capital
Virginia
$967K +$989K +23,472 New
GC
81
Guggenheim Capital
Illinois
$963K +$717K +17,029 +268%
LS
82
Lattice Strategies
Pennsylvania
$959K -$6.11K -145 -0.6%
CIA
83
Capital Investment Advisors
Georgia
$943K +$965K +22,895 New
MBT
84
Montecito Bank & Trust
California
$930K -$55.1K -1,308 -5%
TCM
85
Telos Capital Management
California
$890K -$34K -807 -4%
ACM
86
Azimuth Capital Management
Michigan
$789K +$56.7K +1,345 +8%
ANTB
87
AMG National Trust Bank
Colorado
$777K
FBNAT
88
FirstMerit Bank N.A. Trustee
Ohio
$765K +$12.5K +296 +2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$758K +$775K +18,405 New
EHPM
90
Emery Howard Portfolio Management
California
$742K +$5.01K +119 +0.7%
BPBT
91
Boston Private Bank & Trust
Massachusetts
$694K +$710K +16,850 New
PI
92
Placemark Investments
Illinois
$679K -$1.86M -44,103 -73%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$677K +$91.8K +2,178 +15%
EFSCE
94
Enterprise Financial Services Corp (EFSC)
Missouri
$645K +$72.3K +1,717 +12%
VKH
95
Virtu KCG Holdings
New York
$639K +$654K +15,516 New
GCA
96
Greenwood Capital Associates
South Carolina
$624K +$95.8K +2,275 +18%
AWA
97
AmeriServ Wealth Advisors
Pennsylvania
$622K -$92.7K -2,200 -13%
FPTW
98
Franklin, Parlapiano, Turner & Welch
Texas
$594K +$86.1K +2,043 +17%
RFC
99
Regions Financial Corp
Alabama
$581K +$26.8K +637 +5%
FIM
100
Freedom Investment Management
Connecticut
$571K -$30.6K -727 -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.