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State Street SPDR Dow Jones Global Real Estate ETF

212 hedge funds and large institutions have $796M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 215212 (-3)

2.38% less ownership

Funds ownership: 70.67%68.29% (-2.4%)

13% less capital invested

Capital invested by funds: $913M → $796M (-$117M)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
66
Reduced
77
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
Simplicity Solutions
Minnesota
$233K +$250K +6,099 New
NEWAS
127
N.E.W. Advisory Services
Wisconsin
$228K +$328 +8 +0.1%
CIAS
128
CFS Investment Advisory Services
New Jersey
$227K -$5.17K -126 -2%
HI
129
Harbour Investments
Wisconsin
$205K +$11.3K +276 +5%
IA
130
IFP Advisors
Florida
$194K -$15.3K -374 -7%
SPIA
131
Steward Partners Investment Advisory
New York
$183K -$5K -122 -2%
PFM
132
Phillips Financial Management
Indiana
$182K +$1.97K +48 +1%
APC
133
Aspire Private Capital
North Carolina
$138K +$134K +3,268 +947%
AA
134
Ancora Advisors
Ohio
$134K -$142K -3,470 -50%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$132K +$136K +3,318 +2,592%
PO
136
Private Ocean
California
$125K -$1.02K -25 -0.8%
BAAM
137
Baker Avenue Asset Management
California
$112K
Comerica Bank
138
Comerica Bank
Texas
$107K +$115K +2,810 New
ASBI
139
American State Bank (Iowa)
Iowa
$84K
CAL
140
Capital Advisors Ltd
Ohio
$76K -$57.1K -1,393 -41%
GKIM
141
GW&K Investment Management
Massachusetts
$70K +$74K +1,805 +10,618%
CPA
142
Cardiff Park Advisors
California
$60.8K
EWA
143
EverSource Wealth Advisors
Alabama
$56K
PA
144
Parallel Advisors
California
$54.4K +$533 +13 +0.9%
JGCM
145
Joseph Group Capital Management
Ohio
$51.5K -$24.3K -593 -31%
RFG
146
RFP Financial Group
Georgia
$51.4K
FCT
147
First Community Trust
Iowa
$45.8K
Nomura Asset Management
148
Nomura Asset Management
Japan
$42K
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.7K -$7.01M -170,826 -99%
GRP
150
Global Retirement Partners
California
$36.4K -$14.8K -361 -27%

RWO Hedge Fund Activity: Q3 2023 in Review

212 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2023, worth a combined $796M — down 13% from $913M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RWO and 24 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 66 added.

The largest buyer was Goldman Sachs, adding an estimated $39.1M. The largest seller was Bank of New York Mellon, cutting an estimated $41.7M.

  • 212 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $796M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2023 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2023 was Goldman Sachs, an estimated $39.1M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2023 was Bank of New York Mellon, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2023.