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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
OIA
101
OneDigital Investment Advisors
Kansas
$415K -$145K -3,660 -28%
EDRIA
102
Edmonds Duncan Registered Investment Advisors
Kansas
$396K
UWM
103
USAdvisors Wealth Management
Minnesota
$387K -$642K -16,258 -65%
Truist Financial
104
Truist Financial
North Carolina
$378K -$30K -760 -8%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$377K -$90.6K -2,295 -21%
VF
106
Virtu Financial
New York
$376K +$340K +8,608 New
CPRC
107
Consolidated Portfolio Review Corp
New York
$359K -$52.5K -1,330 -14%
SS
108
Simplicity Solutions
Minnesota
$356K +$80.9K +2,048 +34%
AWM
109
AE Wealth Management
Kansas
$351K -$35K -887 -10%
EWM
110
Empirical Wealth Management
Washington
$348K -$31.4K -795 -9%
TFG
111
Tilson Financial Group
New Jersey
$347K -$101K -2,567 -24%
FA
112
FC Advisory
Pennsylvania
$339K -$116K -2,941 -28%
CA
113
Cetera Advisors
Colorado
$329K +$13.6K +344 +5%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$325K -$40K -1,014 -12%
B
115
Bailard
California
$325K -$829 -21 -0.3%
CAN
116
Cetera Advisor Networks
California
$322K -$4.94K -125 -2%
Lido Advisors
117
Lido Advisors
California
$317K -$485K -12,279 -63%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$314K +$284K +7,184 New
OPA
119
Old Port Advisors
Maine
$310K -$21.8K -551 -7%
PP
120
PDS Planning
Ohio
$306K -$2.05K -52 -0.7%
IWC
121
Integrated Wealth Concepts
Massachusetts
$300K -$144K -3,640 -35%
JWCA
122
J.W. Cole Advisors
Florida
$297K +$268K +6,784 New
APC
123
Aspire Private Capital
North Carolina
$293K +$122K +3,100 +86%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$289K -$276K -7,001 -52%
EAM
125
Evanson Asset Management
California
$286K +$3.04K +77 +1%

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.