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State Street SPDR Dow Jones International Real Estate ETF

171 hedge funds and large institutions have $3.1B invested in State Street SPDR Dow Jones International Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $1.44M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

14% more capital invested

Capital invested by funds: $2.71B → $3.1B (+$383M)

4% more funds holding

Funds holding: 165171 (+6)

3.48% more ownership

Funds ownership: 73.39%76.88% (+3.5%)

9% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 58

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
5.54%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
27
Increased
63
Reduced
58
Closed
20
Calls
$2.09M
Puts
$1.44M
Net Calls
+$654K
Net Calls Change
+$593K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
151
Tortoise Investment Management
New York
$36K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$29K
WC
153
Whitnell & Co
Illinois
$28K
WCMN
154
Westchester Capital Management (Nebraska)
Nebraska
$27K
HR
155
Howe & Rusling
New York
$25K
PMFA
156
Plante Moran Financial Advisors
Michigan
$25K
FNBT
157
FineMark National Bank & Trust
Florida
$22K -$4.69K -115 -18%
MAS
158
Madden Advisory Services
Florida
$19K
MA
159
MUFG Americas
New York
$19K
BOK
160
Bank of Kentucky
Kentucky
$19K +$4.49K +110 +31%
FANJ
161
Financial Architects (New Jersey)
New Jersey
$18K
NC
162
NewSquare Capital
Pennsylvania
$15K -$3.35M -82,051 -100%
MBT
163
Monroe Bank & Trust
Michigan
$13K +$12.2K +300 New
GI
164
Gradient Investments
Minnesota
$9K
RIA
165
Regal Investment Advisors
Michigan
$8K +$41 +1 +0.5%
JIR
166
James Investment Research
Ohio
$8K +$7.71K +189 New
BC
167
Bartlett & Co
Ohio
$6K +$5.34K +131 New
NES
168
New England Securities
New York
$5K
CAL
169
Capital Analysts LLC
Pennsylvania
$2.44K
WA
170
Waverly Advisors
Alabama
$2K +$1.92K +47 New
FAM
171
Formidable Asset Management
Ohio
$2K +$2.37K +58 New
CFA
172
Carroll Financial Associates
North Carolina
$1K +$1.47K +36 New
FAAM
173
First Allied Asset Management
California
-$6.92M -172,552 Closed
BAAM
174
Baker Avenue Asset Management
California
-$5.4M -133,420 Closed
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
-$3.37K -84,500 Closed

RWX Hedge Fund Activity: Q3 2013 in Review

171 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2013, worth a combined $3.1B — up 14% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWX positions and 20 closed out — a net gain of 7 holders — while 63 added to existing stakes and 58 trimmed.

The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Royal Bank of Canada, cutting an estimated $15M.

  • 171 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2013, up from 165 in Q2 2013.
  • Funds reported $3.1B of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2013, up 14% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2013 and 20 closed out, a net change of +7 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2013 was Wells Fargo, an estimated $104M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2013 was Royal Bank of Canada, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2013.