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
Stifel Financial
101
Stifel Financial
Missouri
$676K -$21.7K -503 -3%
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$638K +$4.15K +96 +0.7%
MAA
103
Managed Account Advisors
New Jersey
$624K +$516K +11,940 +552%
JFG
104
JMG Financial Group
Illinois
$597K -$45.4K -1,051 -7%
FIM
105
Freedom Investment Management
Connecticut
$590K -$7.35K -170 -1%
MFS
106
MSI Financial Services
Massachusetts
$580K +$436K +10,079 +333%
DWT
107
Dorsey & Whitney Trust
South Dakota
$569K
BIM
108
BlackRock Investment Management
Delaware
$558K -$912K -21,097 -63%
PL
109
Parkwood LLC
Ohio
$558K +$3.33K +77 +0.6%
V
110
Veritable
Delaware
$549K -$735 -17 -0.1%
RFC
111
Regions Financial Corp
Alabama
$548K -$7.56K -175 -1%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$533K +$65.4K +1,514 +14%
B
113
Baird
Wisconsin
$524K +$267K +6,180 +109%
FAAS
114
First Allied Advisory Services
California
$522K -$353K -8,179 -41%
PI
115
Placemark Investments
Illinois
$507K -$24.5K -567 -5%
PFM
116
Phillips Financial Management
Indiana
$507K -$12.4K -288 -2%
Brown Advisory
117
Brown Advisory
Maryland
$506K -$2.16K -50 -0.4%
Luther King Capital Management (LKCM)
118
Luther King Capital Management (LKCM)
Texas
$487K +$475K +11,000 New
Citigroup
119
Citigroup
New York
$442K +$150K +3,480 +53%
BPBT
120
Boston Private Bank & Trust
Massachusetts
$420K +$35.9K +830 +10%
BCMIO
121
Beacon Capital Management Inc (Ohio)
Ohio
$415K -$216 -5 -0.1%
GLRA
122
Gerald L. Ray & Associates
Texas
$411K -$60.5K -1,400 -13%
ONB
123
Old National Bancorp
Indiana
$410K +$401K +9,274 New
NEPWA
124
New England Private Wealth Advisors
Massachusetts
$409K +$2.16K +50 +0.5%
BCM
125
Bluefin Capital Management
New York
$400K +$372K +8,610 New

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.