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State Street SPDR Dow Jones International Real Estate ETF

202 hedge funds and large institutions have $3.82B invested in State Street SPDR Dow Jones International Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1.62% more ownership

Funds ownership: 76.28%77.9% (+1.6%)

3% more capital invested

Capital invested by funds: $3.7B → $3.82B (+$119M)

0% more funds holding

Funds holding: 202202 (0)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
5.86%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
17
Increased
84
Reduced
65
Closed
14
Calls
$219K
Puts
Net Calls
+$219K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Regal Investment Advisors
Michigan
$48K -$660 -15 -1%
WT
177
Whittier Trust
California
$41K -$132K -3,000 -75%
GAM
178
Gemmer Asset Management
California
$39K +$41.2K +937 New
KT
179
Kanaly Trust
Texas
$38K
VIA
180
Vantage Investment Advisors
Pennsylvania
$36K
TIM
181
Tortoise Investment Management
New York
$29K
HR
182
Howe & Rusling
New York
$25K
WA
183
WFG Advisors
Texas
$20K +$88 +2 +0.4%
BWFA
184
Baltimore-Washington Financial Advisors
Maryland
$20K +$21.1K +480 New
BOK
185
Bank of Kentucky
Kentucky
$19K
CFN
186
Cordasco Financial Network
Florida
$19K
MAS
187
Madden Advisory Services
Florida
$19K
WC
188
Whitnell & Co
Illinois
$18K -$9.9K -225 -34%
BRWM
189
B. Riley Wealth Management
Tennessee
$16K
FAM
190
Formidable Asset Management
Ohio
$16K
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$15.8K
WA
192
WealthTrust-Arizona
Arizona
$11K +$220 +5 +2%
CAL
193
Capital Analysts LLC
Pennsylvania
$10.6K -$132 -3 -1%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$8K
PO
195
Private Ocean
California
$6K +$88 +2 +1%
DBT
196
Dubuque Bank & Trust
Iowa
$5K +$88 +2 +2%
PIA
197
Peachtree Investment Advisors
Georgia
$5K +$5.19K +118 New
PFSC
198
Peoples Financial Services Corp
Pennsylvania
$2K
CAL
199
Capital Advisors Ltd
Ohio
$2K +$44 +1 +1%
NC
200
NewSquare Capital
Pennsylvania
$2K +$1.8K +41 New

RWX Hedge Fund Activity: Q3 2014 in Review

202 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2014, worth a combined $3.82B — up 3.2% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWX positions and 14 closed out — a net gain of 3 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $299M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $46.9M sold.

  • 202 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $3.82B of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2014, up 3.2% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2014 and 14 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2014 was Wells Fargo, an estimated $299M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2014 was Aegon USA Investment Management, an estimated $46.9M sold.

Based on aggregated 13F filings for Q3 2014.