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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $732M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 64.04%65.54% (+1.5%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

8% less capital invested

Capital invested by funds: $793M → $732M (-$61M)

8% less funds holding

Funds holding: 237218 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

43% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 35

Holders
218
Holders Change
-19
Holders Change %
-8.02%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
20
Increased
76
Reduced
80
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
101
FSB Premier Wealth Management
Iowa
$400K +$57.7K +1,288 +14%
IA
102
IFP Advisors
Florida
$394K -$1.75K -39 -0.5%
OMC
103
Old Mission Capital
Illinois
$391K +$452K +10,094 New
GFS
104
GYL Financial Synergies
Connecticut
$391K +$452K +10,102 New
JWCA
105
J.W. Cole Advisors
Florida
$383K +$3.18K +71 +0.7%
MWM
106
Merriman Wealth Management
Washington
$362K +$419K +9,363 New
NAS
107
Nicolet Advisory Services
Wisconsin
$334K -$17.4K -389 -4%
MLFP
108
MPS Loria Financial Planners
Illinois
$327K -$1.79K -40 -0.5%
FWP
109
FAS Wealth Partners
Kansas
$319K +$162K +3,612 +78%
BAMG
110
Brand Asset Management Group
Missouri
$312K -$94K -2,100 -21%
MFS
111
McNamara Financial Services
Massachusetts
$311K +$45K +1,006 +14%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$309K -$463K -10,347 -56%
Northern Trust
113
Northern Trust
Illinois
$307K +$21.4K +479 +6%
B
114
Bailard
California
$304K -$7.12K -159 -2%
CAN
115
Cetera Advisor Networks
California
$295K +$806 +18 +0.2%
P
116
Pitcairn
Pennsylvania
$292K -$79.1K -1,766 -19%
FCB
117
First Command Bank
Texas
$287K +$332K +7,411 New
FCFS
118
First Command Financial Services
Texas
$287K +$332K +7,411 New
SPIA
119
Steward Partners Investment Advisory
New York
$286K +$5.01K +112 +2%
CW
120
CreativeOne Wealth
Kansas
$275K -$386K -8,618 -55%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$275K +$41.8K +933 +15%
PP
122
PDS Planning
Ohio
$271K -$29.7K -663 -9%
AA
123
Ancora Advisors
Ohio
$270K -$85.3K -1,905 -21%
EWM
124
Empirical Wealth Management
Washington
$269K +$9.18K +205 +3%
CIAS
125
CFS Investment Advisory Services
New Jersey
$261K +$11.4M +253,690 +3,846%

RWO Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2022, worth a combined $732M — down 7.7% from $793M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RWO and 20 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was Goldman Sachs, adding an estimated $16.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $15.4M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2022, down from 237 in Q2 2022.
  • Funds reported $732M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2022 and 35 closed out, a net change of -15 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2022 was Goldman Sachs, an estimated $16.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2022.