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State Street SPDR Dow Jones Global Real Estate ETF

223 hedge funds and large institutions have $920M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $796M → $920M (+$124M)

5% more funds holding

Funds holding: 212223 (+11)

0.9% more ownership

Funds ownership: 68.29%69.19% (+0.9%)

23% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 82

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
63
Reduced
82
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$5.93M +$4.93M +124,882 +1,167%
FWA
27
FSM Wealth Advisors
Ohio
$5.89M +$1.1M +27,797 +26%
JWA
28
JFS Wealth Advisors
Pennsylvania
$5.05M -$834K -21,126 -15%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.83M -$3.43M -86,777 -44%
XF
30
XML Financial
Maryland
$4.62M -$171K -4,339 -4%
OGF
31
Orin Green Financial
California
$4.35M +$72.1K +1,825 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.29M +$548K +13,873 +17%
AH
33
Addis & Hill
Pennsylvania
$4.26M +$4.03M +102,076 New
VA
34
Valmark Advisers
Ohio
$4.12M +$813K +20,592 +28%
FVWA
35
Foster Victor Wealth Advisors
South Carolina
$4.05M +$3.68M +93,232 New
MML Investors Services
36
MML Investors Services
Massachusetts
$4.05M +$958K +24,266 +36%
US Bancorp
37
US Bancorp
Minnesota
$3.53M +$359K +9,085 +13%
RRCM
38
Rappaport Reiches Capital Management
Illinois
$3.51M -$115K -2,907 -3%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$3.37M -$173K -4,379 -5%
MAWA
40
Moss Adams Wealth Advisors
Washington
$3.04M +$1.94M +49,226 +243%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$2.98M -$5.33K -135 -0.2%
EA
42
Efficient Advisors
Ohio
$2.88M -$93.8K -2,376 -3%
CFA
43
Capstone Financial Advisors
Illinois
$2.83M +$27.8K +704 +1%
BSW
44
Buckingham Strategic Wealth
Missouri
$2.69M -$717K -18,151 -23%
BPA
45
Beacon Pointe Advisors
California
$2.69M +$390K +9,870 +19%
William Blair & Company
46
William Blair & Company
Illinois
$2.63M +$456K +11,557 +24%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.57M +$222K +5,620 +11%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.38M -$336K -8,500 -13%
PAS
49
Park Avenue Securities
New York
$2.22M +$108K +2,738 +6%
BW
50
BIP Wealth
Georgia
$2.06M -$472K -11,946 -20%

RWO Hedge Fund Activity: Q4 2023 in Review

223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2023, worth a combined $920M — up 16% from $796M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RWO positions and 20 closed out — a net gain of 13 holders — while 63 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was State Street, cutting an estimated $20M.

  • 223 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2023, up from 212 in Q3 2023.
  • Funds reported $920M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2023 and 20 closed out, a net change of +13 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $15.2M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2023 was State Street, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2023.