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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
Wells Fargo
1
Wells Fargo
California
$1.32B +$104M +2,557,833 +9%
US Bancorp
2
US Bancorp
Minnesota
$278M +$12.9M +316,329 +5%
Goldman Sachs
3
Goldman Sachs
New York
$207M +$37.9M +930,384 +23%
State Street
4
State Street
Massachusetts
$136M +$19.5M +478,628 +17%
Bank of America
5
Bank of America
North Carolina
$127M +$9.96M +244,180 +9%
Northern Trust
6
Northern Trust
Illinois
$107M +$11.3M +276,499 +12%
VA
7
Valmark Advisers
Ohio
$98.6M +$10.9M +267,473 +13%
AL
8
Aspiriant LLC
California
$96.9M +$6.26M +153,622 +7%
Morgan Stanley
9
Morgan Stanley
New York
$69.8M +$3.9M +95,632 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$64.4M +$70.8K +1,737 +0.1%
AUIM
11
Aegon USA Investment Management
Iowa
$54.6M +$43.4M +1,064,598 +462%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$47M -$15M -367,786 -25%
GC
13
Gibson Capital
Pennsylvania
$38.2M -$569K -13,949 -2%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$37.3M +$3.91M +95,978 +12%
TAG
15
Tactical Allocation Group
Michigan
$36M -$9.16M -224,556 -21%
BFPW
16
BOK Financial Private Wealth
Colorado
$29.1M +$963K +23,628 +4%
WCM
17
Windham Capital Management
Massachusetts
$28.7M -$1.1K -27 -0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$27.3M -$12.4M -304,066 -32%
AA
19
Alesco Advisors
New York
$22.9M +$1.09M +26,727 +5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$19.1M +$950K +23,286 +5%
USAA
21
United Services Automobile Association
Texas
$16.1M +$489K +12,000 +3%
AssetMark Inc
22
AssetMark Inc
California
$14.6M +$14.2M +347,277 New
COI
23
Connable Office Inc
Michigan
$13.6M -$1.38M -33,799 -9%
QI
24
QS Investors
New York
$13M +$5.27M +129,287 +72%
U
25
UBS
Switzerland
$9.08M -$511K -12,539 -5%

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.