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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
FA
126
FDx Advisors
Illinois
$282K +$4.74K +120 +2%
BCM
127
Boltwood Capital Management
California
$281K +$254K +6,434 New
FA
128
Flagstar Advisors
New York
$277K -$49.9K -1,263 -17%
LFG
129
Larson Financial Group
Missouri
$272K -$4.07K -103 -2%
AIP
130
Almanack Investment Partners
Pennsylvania
$265K -$23.9K -605 -9%
NEWAS
131
N.E.W. Advisory Services
Wisconsin
$244K -$15.8K -399 -7%
WANY
132
Wealthspire Advisors (New York)
New York
$231K +$209K +5,281 New
CIAS
133
CFS Investment Advisory Services
New Jersey
$230K -$26.8K -678 -11%
VFA
134
Valeo Financial Advisors
Indiana
$228K +$206K +5,207 New
SW
135
Simplicity Wealth
New Jersey
$225K +$203K +5,141 New
RJT
136
Raymond James Trust
Florida
$222K +$200K +5,074 New
OC
137
Oarsman Capital
Wisconsin
$221K -$44.3K -1,122 -18%
Stifel Financial
138
Stifel Financial
Missouri
$212K +$192K +4,853 New
CA
139
CoreCap Advisors
Michigan
$208K +$188K +4,751 New
HI
140
Harbour Investments
Wisconsin
$205K -$26.8K -678 -13%
PFM
141
Phillips Financial Management
Indiana
$204K -$3.99K -101 -2%
SPIA
142
Steward Partners Investment Advisory
New York
$199K -$9.75K -247 -5%
IA
143
IFP Advisors
Florida
$164K -$52.6K -1,332 -26%
CAL
144
Capital Analysts LLC
Pennsylvania
$156K -$181K -4,590 -56%
AA
145
Ancora Advisors
Ohio
$153K
Comerica Bank
146
Comerica Bank
Texas
$153K +$26.9K +682 +24%
TVAMP
147
Tennessee Valley Asset Management Partners
Tennessee
$134K +$121K +3,062 New
FWP
148
FAS Wealth Partners
Kansas
$129K -$429K -10,856 -79%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$119K +$81.8K +2,072 +322%
PO
150
Private Ocean
California
$118K -$22.8K -578 -18%

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.