We are live on ! Find out more
RWO icon

State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.07B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.19% less ownership

Funds ownership: 72.35%67.16% (-5.2%)

5% less funds holding

Funds holding: 257243 (-14)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

16% less capital invested

Capital invested by funds: $1.27B → $1.07B (-$203M)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
22
Increased
75
Reduced
89
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
101
Pacific Capital Wealth Advisors
California
$635K
Deutsche Bank
102
Deutsche Bank
Germany
$631K
WFA
103
Wipfli Financial Advisors
Wisconsin
$602K +$590K +11,151 New
OPCM
104
Osborne Partners Capital Management
California
$591K
BAMG
105
Brand Asset Management Group
Missouri
$588K +$112K +2,117 +24%
NAS
106
Nicolet Advisory Services
Wisconsin
$558K -$25.1K -475 -4%
ECG
107
Edge Capital Group
Georgia
$558K
AAS
108
Avantax Advisory Services
Texas
$531K +$18.4K +348 +4%
JWCA
109
J.W. Cole Advisors
Florida
$527K +$1.38K +26 +0.3%
P
110
Pitcairn
Pennsylvania
$519K -$101K -1,917 -17%
BSW
111
Buckingham Strategic Wealth
Missouri
$511K +$59.1K +1,117 +13%
FEG
112
Fund Evaluation Group
Ohio
$497K
FPWM
113
FSB Premier Wealth Management
Iowa
$492K -$3.28K -62 -0.7%
MHS
114
M Holdings Securities
Oregon
$477K +$467K +8,826 New
MLFP
115
MPS Loria Financial Planners
Illinois
$471K -$341K -6,451 -42%
Stifel Financial
116
Stifel Financial
Missouri
$450K -$7.78K -147 -2%
AIP
117
Almanack Investment Partners
Pennsylvania
$450K +$42.6K +806 +11%
B
118
Bailard
California
$447K -$3.17K -60 -0.7%
AL
119
Aspiriant LLC
California
$438K +$5.66K +107 +1%
PP
120
PDS Planning
Ohio
$424K +$1.53K +29 +0.4%
SPIA
121
Steward Partners Investment Advisory
New York
$403K -$41.4K -782 -9%
AIM
122
Alhambra Investment Management
Florida
$397K +$93.9K +1,775 +32%
IA
123
IFP Advisors
Florida
$396K -$58.4K -1,104 -12%
CAN
124
Cetera Advisor Networks
California
$386K +$53 +1 +0%
AA
125
Ancora Advisors
Ohio
$378K

RWO Hedge Fund Activity: Q1 2022 in Review

243 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2022, worth a combined $1.07B — down 16% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWO and 22 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 75 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $19.9M. The largest seller was Jones Financial Companies, cutting an estimated $140M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $1.07B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2022 and 34 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $19.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2022 was Jones Financial Companies, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2022.