We are live on ! Find out more
RWX icon

State Street SPDR Dow Jones International Real Estate ETF

202 hedge funds and large institutions have $3.7B invested in State Street SPDR Dow Jones International Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

30% more call options, than puts

Call options by funds: $442K | Put options by funds: $341K

28% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 61

15% more capital invested

Capital invested by funds: $3.21B → $3.7B (+$491M)

10% more funds holding

Funds holding: 184202 (+18)

0.45% more ownership

Funds ownership: 75.83%76.28% (+0.45%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
29
Increased
78
Reduced
61
Closed
11
Calls
$442K
Puts
$341K
Net Calls
+$101K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$1.35M +$408K +9,446 +45%
ALA
77
Atherton Lane Advisers
California
$1.29M +$1.26M +29,269 New
MWM
78
Modera Wealth Management
New Jersey
$1.25M -$15.1K -350 -1%
NPC
79
National Planning Corporation
California
$1.25M -$11.7K -271 -1%
OCM
80
One Capital Management
California
$1.23M +$10.1K +233 +0.8%
OC
81
Oppenheimer & Co
New York
$1.22M +$965K +22,331 +430%
BEC
82
Blue Edge Capital
Virginia
$1.09M +$1.51K +35 +0.1%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$1.07M -$3.37K -78 -0.3%
CC
84
Curian Capital
Colorado
$1.07M -$73.1K -1,692 -7%
ACM
85
Azimuth Capital Management
Michigan
$1.04M +$107K +2,480 +12%
TCM
86
Telos Capital Management
California
$1.03M +$109K +2,523 +12%
1IC
87
1919 Investment Counsel
Maryland
$901K +$488K +11,297 +125%
PAG
88
Private Advisor Group
New Jersey
$894K +$104K +2,412 +14%
CIA
89
Capital Investment Advisors
Georgia
$827K -$85K -1,966 -10%
EHPM
90
Emery Howard Portfolio Management
California
$819K +$4.97K +115 +0.6%
HSA
91
HBK Sorce Advisory
Pennsylvania
$813K -$244K -5,654 -24%
GCA
92
Greenwood Capital Associates
South Carolina
$801K +$56.6K +1,309 +8%
LFG
93
LifePlan Financial Group
Ohio
$800K +$492K +11,381 +170%
TCM
94
TD Capital Management
Tennessee
$747K +$663K +15,332 +992%
FBNAT
95
FirstMerit Bank N.A. Trustee
Ohio
$745K -$25.7K -595 -3%
MBT
96
Montecito Bank & Trust
California
$740K -$203K -4,698 -22%
FPTW
97
Franklin, Parlapiano, Turner & Welch
Texas
$726K +$2.16K +50 +0.3%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$725K -$55.3K -1,280 -7%
DADC
99
D.A. Davidson & Co
Montana
$701K
CIA
100
Choate Investment Advisors
Massachusetts
$696K -$542K -12,553 -44%

RWX Hedge Fund Activity: Q2 2014 in Review

202 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q2 2014, worth a combined $3.7B — up 15% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RWX positions and 11 closed out — a net gain of 18 holders — while 78 added to existing stakes and 61 trimmed.

The largest buyer was State Street, adding an estimated $90.9M. The largest seller was US Bancorp, cutting an estimated $42.6M.

  • 202 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q2 2014, up from 184 in Q1 2014.
  • Funds reported $3.7B of State Street SPDR Dow Jones International Real Estate ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q2 2014 and 11 closed out, a net change of +18 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q2 2014 was State Street, an estimated $90.9M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q2 2014 was US Bancorp, an estimated $42.6M sold.

Based on aggregated 13F filings for Q2 2014.