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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
BFEC
176
Benjamin F. Edwards & Company
Missouri
$60K +$58.3K +1,350 New
HI
177
Hudock Inc
Pennsylvania
$54K
RIA
178
Regal Investment Advisors
Michigan
$52K -$9.29K -215 -16%
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$44K
KT
180
Kanaly Trust
Texas
$41K
VIA
181
Vantage Investment Advisors
Pennsylvania
$39K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$31K -$36.9K -855 -55%
TIM
183
Tortoise Investment Management
New York
$31K -$22K -510 -42%
WC
184
Whitnell & Co
Illinois
$29K
BCM
185
Blume Capital Management
California
$27K
HR
186
Howe & Rusling
New York
$27K
WA
187
WFG Advisors
Texas
$22K +$43 +1 +0.2%
BOK
188
Bank of Kentucky
Kentucky
$20K
CFN
189
Cordasco Financial Network
Florida
$20K
MAS
190
Madden Advisory Services
Florida
$20K
BRWM
191
B. Riley Wealth Management
Tennessee
$17K
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$16.9K -$3.24K -75 -16%
FAM
193
Formidable Asset Management
Ohio
$16K
WA
194
WealthTrust-Arizona
Arizona
$12K +$11.5K +265 New
CAL
195
Capital Analysts LLC
Pennsylvania
$11.5K
FANJ
196
Financial Architects (New Jersey)
New Jersey
$9K +$8.64K +200 New
PO
197
Private Ocean
California
$6K +$43 +1 +0.7%
DBT
198
Dubuque Bank & Trust
Iowa
$6K +$1.73K +40 +44%
CAL
199
Capital Advisors Ltd
Ohio
$3K
PFSC
200
Peoples Financial Services Corp
Pennsylvania
$2K +$2.16K +50 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.