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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
LC
151
Lilley & Co
Michigan
$232K
WTB
152
Washington Trust Bank
Washington
$230K +$47K +1,087 +26%
Ameriprise
153
Ameriprise
Minnesota
$226K +$864 +20 +0.4%
IAA
154
Ironsides Asset Advisors
North Carolina
$224K +$216K +5,000 New
BCA
155
Bernzott Capital Advisors
California
$224K +$219K +5,060 New
HH
156
Hilltop Holdings
Texas
$221K
IAS
157
IMA Advisory Services
Colorado
$217K +$212K +4,900 New
Creative Planning
158
Creative Planning
Kansas
$215K +$32.5K +752 +18%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$213K +$208K +4,810 New
FHC
160
First Heartland Consultants
Missouri
$211K -$56.7K -1,312 -22%
SCM
161
SOL Capital Management
Maryland
$211K +$206K +4,770 New
KeyBank National Association
162
KeyBank National Association
Ohio
$210K +$205K +4,737 New
HTHT
163
Hemenway Trust Hemenway Trust
New Hampshire
$206K +$201K +4,660 New
WT
164
Whittier Trust
California
$177K
FBT
165
Founders Bank & Trust
Michigan
$126K +$17.6K +408 +17%
QAM
166
QCI Asset Management
New York
$115K
Bessemer Group
167
Bessemer Group
New Jersey
$98K
PIM
168
Parasol Investment Management
Illinois
$89K
AC
169
Alexandria Capital
Virginia
$88K
TWA
170
TCI Wealth Advisors
Arizona
$88K
BRWA
171
B. Riley Wealth Advisors
Florida
$79.8K +$77.9K +1,803 New
ST
172
Stifel Trust
Missouri
$76K
AP
173
Advisors Preferred
Maryland
$73.4K +$71.7K +1,659 New
CHC
174
City Holding Co
West Virginia
$70K
PSI
175
Pinnacle Summer Investments
Virginia
$66K

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.