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State Street SPDR Dow Jones Global Real Estate ETF
RWO

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54% → 72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218 → 218 (0)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
218
Holders Change
–
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GT
Glenmede Trust
Pennsylvania
+$49.6M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$28.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$14.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$11.5M
5
Mariner
Mariner
Kansas
+$11M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$10.3M
2
OAM
Oppenheimer Asset Management
New York
-$7.46M
3
SFA
Sequoia Financial Advisors
Ohio
-$3.48M
4
SCA
St. Clair Advisors
Ohio
-$3.13M
5
AIM
Alhambra Investment Management
Florida
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
51
Matrix Private Capital Group
New York
$2.11M -$126K -3,118 -6%
HWA
52
HHM Wealth Advisors
Tennessee
$2.08M -$493K -12,163 -19%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.99M +$537K +13,262 +37%
APG
54
Abacus Planning Group
South Carolina
$1.99M +$335K +8,264 +20%
SC
55
Savant Capital
Illinois
$1.86M +$55.6K +1,373 +3%
LJAC
56
L.J. Altfest & Co
New York
$1.81M +$100K +2,478 +6%
FWA
57
FSM Wealth Advisors
Ohio
$1.76M +$270K +6,657 +18%
TWP
58
Total Wealth Planning
Ohio
$1.63M +$1.61M +39,786 New
BF
59
Brooklyn FI
New York
$1.56M -$738K -18,225 -48%
DFA
60
DHK Financial Advisors
New Hampshire
$1.56M +$16.1K +398 +1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.51M -$144K -3,560 -9%
BAAM
62
Baker Avenue Asset Management
California
$1.32M +$445K +10,980 +51%
SCM
63
SOL Capital Management
Maryland
$1.22M -$578K -14,279 -32%
OPWM
64
Oakwell Private Wealth Management
Texas
$1.16M +$108K +2,666 +10%
AGA
65
Arkos Global Advisors
Texas
$1.16M -$14.6K -361 -1%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$1.11M -$213K -5,250 -16%
BPA
67
Beacon Pointe Advisors
California
$1.06M +$47.6K +1,176 +5%
Barclays
68
Barclays
United Kingdom
$1.04M – – –
Creative Planning
69
Creative Planning
Kansas
$1.03M -$75.7K -1,868 -7%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.03M +$47.7K +1,178 +5%
RA
71
RFG Advisory
Alabama
$1.02M +$345K +8,510 +61%
PAS
72
Park Avenue Securities
New York
$1.01M +$229K +5,663 +30%
IDBONY
73
Israel Discount Bank of New York
New York
$994K -$37.5K -927 -4%
UBS Group
74
UBS Group
Switzerland
$969K -$147K -3,638 -13%
S
75
SimplyRich
California
$950K – – –
1 2
3
4 5

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.