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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
NEPWA
101
New England Private Wealth Advisors
Massachusetts
$571K +$348K +8,265 +147%
DCM
102
Driehaus Capital Management
Illinois
$531K +$19K +450 +4%
DWT
103
Dorsey & Whitney Trust
South Dakota
$529K +$20.4K +484 +4%
LIA
104
LS Investment Advisors
Michigan
$506K
PL
105
Parkwood LLC
Ohio
$506K +$517K +12,278 New
LFG
106
LifePlan Financial Group
Ohio
$485K -$6.62M -157,239 -93%
PFM
107
Phillips Financial Management
Indiana
$471K +$253 +6 +0.1%
JFG
108
JMG Financial Group
Illinois
$464K +$4.04K +96 +0.9%
GLRA
109
Gerald L. Ray & Associates
Texas
$441K +$451K +10,700 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$426K +$71.3K +1,693 +20%
Brown Advisory
111
Brown Advisory
Maryland
$426K +$189K +4,497 +77%
HighTower Advisors
112
HighTower Advisors
Illinois
$417K +$427K +10,132 New
BCMIO
113
Beacon Capital Management Inc (Ohio)
Ohio
$396K +$405K +9,618 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$372K +$5.01K +119 +1%
BP
115
Banyan Partners
Florida
$370K -$943K -22,390 -71%
1IC
116
1919 Investment Counsel
Maryland
$368K
Deutsche Bank
117
Deutsche Bank
Germany
$362K -$134K -3,188 -27%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$359K +$65.3K +1,550 +22%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$358K +$63K +1,495 +21%
RPGK
120
Retirement Planning Group (Kansas)
Kansas
$340K -$49.7K -1,179 -12%
VCP
121
Vista Capital Partners
Oregon
$327K -$1.77K -42 -0.5%
SIC
122
Salem Investment Counselors
North Carolina
$327K
HPBT
123
High Point Bank & Trust
North Carolina
$324K +$62.2K +1,477 +23%
GT
124
Glenmede Trust
Pennsylvania
$322K
EAMA
125
EFG Asset Management (Americas)
Florida
$299K +$306K +7,260 New

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.