We are live on ! Find out more
RWX icon

State Street SPDR Dow Jones International Real Estate ETF

183 hedge funds and large institutions have $2.9B invested in State Street SPDR Dow Jones International Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.66B → $2.9B (+$244M)

2.59% more ownership

Funds ownership: 77.32%79.91% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

4% less funds holding

Funds holding: 191183 (-8)

Holders
183
Holders Change
-8
Holders Change %
-4.19%
% of All Funds
4.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
61
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
126
Neuberger Berman Group
New York
$202K -$126K -3,397 -39%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$145K +$115K +3,107 +397%
TFA
128
Transamerica Financial Advisors
Florida
$126K +$11.7K +317 +10%
FPTW
129
Franklin, Parlapiano, Turner & Welch
Texas
$108K
AFIA
130
America First Investment Advisors
Nebraska
$93K +$91.7K +2,475 New
IA
131
IndexIQ Advisors
New York
$91K +$90.1K +2,432 New
IA
132
IFP Advisors
Florida
$89K -$37.5K -1,013 -30%
Citigroup
133
Citigroup
New York
$88K +$1.3K +35 +2%
QCG
134
Quadrant Capital Group
Ohio
$87K
DADC
135
D.A. Davidson & Co
Montana
$85K
PA
136
Parallel Advisors
California
$83K -$1.89K -51 -2%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$82K +$19.4K +523 +31%
AG
138
Advisor Group
Arizona
$80K +$2.56K +69 +3%
CAL
139
Capital Analysts LLC
Pennsylvania
$79.5K +$4.63K +125 +6%
AIM
140
Advantage Investment Management
Iowa
$78K +$7.7K +208 +11%
CHC
141
City Holding Co
West Virginia
$73K
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$60K -$9.26K -250 -13%
RFA
143
Reilly Financial Advisors
California
$59K +$58.8K +1,589 New
BCMIO
144
Beacon Capital Management Inc (Ohio)
Ohio
$53K -$7.04K -190 -12%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.4K +$51.8K +1,400 New
ACM
146
Armbruster Capital Management
New York
$51K -$59.3K -1,600 -54%
AC
147
Alexandria Capital
Virginia
$51K -$42.6K -1,150 -46%
HT
148
Heritage Trust
Oklahoma
$50K +$49.8K +1,345 New
M
149
MOTCO
Texas
$37K -$37K -998 -50%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$36K

RWX Hedge Fund Activity: Q1 2017 in Review

183 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q1 2017, worth a combined $2.9B — up 9.2% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RWX and 22 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 61 added.

The largest buyer was Wells Fargo, adding an estimated $304M. The largest seller was Valmark Advisers, exiting entirely with an estimated $115M sold.

  • 183 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q1 2017, down from 191 in Q4 2016.
  • Funds reported $2.9B of State Street SPDR Dow Jones International Real Estate ETF stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q1 2017 and 24 closed out, a net change of -2 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q1 2017 was Wells Fargo, an estimated $304M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q1 2017 was Valmark Advisers, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2017.