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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
IA
76
IFG Advisory
Georgia
$920K +$19.8K +501 +2%
Creative Planning
77
Creative Planning
Kansas
$837K +$4.94K +125 +0.7%
SFA
78
Sequoia Financial Advisors
Ohio
$775K
BAMG
79
Brand Asset Management Group
Missouri
$759K +$229K +5,810 +50%
AAS
80
Avantax Advisory Services
Texas
$726K +$74.7K +1,892 +13%
FCAS
81
First Command Advisory Services
Texas
$711K -$193K -4,897 -23%
SCM
82
SOL Capital Management
Maryland
$708K -$291K -7,369 -31%
FPWM
83
FSB Premier Wealth Management
Iowa
$704K -$1.3K -33 -0.2%
HFS
84
Hoge Financial Services
Pennsylvania
$686K +$619K +15,683 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$674K -$49.7K -1,259 -8%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$662K +$581K +14,722 +3,440%
BCI
87
Brinker Capital Investments
Pennsylvania
$642K +$118K +2,988 +25%
OPS
88
Orion Portfolio Solutions
Nebraska
$642K +$118K +2,988 +25%
AWA
89
Aquire Wealth Advisors
Utah
$634K -$69K -1,747 -11%
IAN
90
Integrated Advisors Network
Texas
$538K +$8.88K +225 +2%
MLFP
91
MPS Loria Financial Planners
Illinois
$537K +$11.9K +301 +3%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$522K -$186K -4,707 -28%
UBS Group
93
UBS Group
Switzerland
$519K +$98K +2,481 +26%
PCWA
94
Pacific Capital Wealth Advisors
California
$498K
Ameriprise
95
Ameriprise
Minnesota
$487K +$6.16K +156 +1%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$477K -$244K -6,185 -36%
EA
97
Emerald Advisors
Washington
$470K +$425K +10,755 New
NAS
98
Nicolet Advisory Services
Wisconsin
$457K -$56.8K -1,439 -12%
NA
99
NewEdge Advisors
Louisiana
$450K +$415K +10,508 +7,197%
SS
100
Sound Stewardship
Kansas
$441K -$118K -2,981 -23%

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.