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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
EWM
126
Empirical Wealth Management
Washington
$369K -$8.41K -159 -2%
CWM
127
Centric Wealth Management
Illinois
$369K
VF
128
Virtu Financial
New York
$365K +$357K +6,751 New
BI
129
Berkeley Inc
Idaho
$362K -$16.9K -320 -5%
CWA
130
Clarus Wealth Advisors
Arizona
$355K +$18.1K +343 +5%
FA
131
FDx Advisors
Illinois
$344K -$10K -189 -3%
LFG
132
Larson Financial Group
Missouri
$338K -$20.5K -387 -6%
RCG
133
Regatta Capital Group
California
$327K +$25.1K +474 +9%
Northern Trust
134
Northern Trust
Illinois
$326K +$18.5K +350 +6%
BFA
135
Beacon Financial Advisory
Ohio
$316K +$61.7K +1,167 +25%
MFS
136
McNamara Financial Services
Massachusetts
$311K -$125K -2,357 -29%
BDF
137
Balasa Dinverno & Foltz
$308K
FFN
138
Focus Financial Network
Minnesota
$304K +$298K +5,624 New
OPS
139
Orion Portfolio Solutions
Nebraska
$285K +$60K +1,134 +27%
SCM
140
Southport Capital Management
Tennessee
$283K
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$280K -$4.23K -80 -2%
MSFS
142
Main Street Financial Solutions
Pennsylvania
$279K -$316K -5,981 -54%
Invesco
143
Invesco
Georgia
$273K -$69.3K -1,310 -21%
CAL
144
Capital Advisors Ltd
Ohio
$265K +$106 +2 +0%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$264K +$256K +4,841 New
PFPT
146
Pinnacle Financial Partners (Tennessee)
Tennessee
$263K -$5.03K -95 -2%
JCIA
147
Jackson Creek Investment Advisors
Colorado
$261K -$394K -7,455 -61%
PO
148
Private Ocean
California
$257K -$18.8K -356 -7%
EAM
149
Evanson Asset Management
California
$252K
FLPIM
150
F.L. Putnam Investment Management
Massachusetts
$251K

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.