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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

25% more capital invested

Capital invested by funds: $732M → $913M (+$180M)

7.03% more ownership

Funds ownership: 65.54%72.57% (+7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 218218 (0)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
218
Holders Change
Holders Change %
0%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
30
Increased
86
Reduced
60
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
151
BlackRock
New York
$93.3K
ASBI
152
American State Bank (Iowa)
Iowa
$90K
JGCM
153
Joseph Group Capital Management
Ohio
$73K -$2.36M -58,256 -97%
CPA
154
Cardiff Park Advisors
California
$65.1K
EWA
155
EverSource Wealth Advisors
Alabama
$60.2K +$19.8K +490 +50%
RFG
156
RFP Financial Group
Georgia
$59.2K +$58.6K +1,447 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$59K +$21.6K +534 +59%
PA
158
Parallel Advisors
California
$56.7K -$3.08K -76 -5%
BL
159
Balentine LLC
Georgia
$53.2K +$52.7K +1,300 New
GWM
160
Geneos Wealth Management
Colorado
$52.6K -$14.2K -350 -21%
FFA
161
Farther Finance Advisors
California
$51.4K +$50.9K +1,257 New
HI
162
Harbour Investments
Wisconsin
$49.8K +$19.7K +487 +67%
FCT
163
First Community Trust
Iowa
$49K
Nomura Asset Management
164
Nomura Asset Management
Japan
$45K
ZIG
165
Zullo Investment Group
Pennsylvania
$44.7K
GRP
166
Global Retirement Partners
California
$41.8K +$25.2K +621 +155%
CWM
167
Consultiva Wealth Management
Puerto Rico
$33.7K +$243 +6 +0.7%
WB
168
Webster Bank
Connecticut
$33K
BA
169
Ballast Advisors
Minnesota
$32.6K +$446 +11 +1%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$29.5K -$608 -15 -2%
ASN
171
Advisory Services Network
Georgia
$29.3K +$29K +716 New
PVH
172
Psagot Value Holdings
Israel
$29K
TCWA
173
Ten Capital Wealth Advisors
Washington
$24.7K
RG
174
Retirement Group
California
$23K +$243 +6 +1%
HWMA
175
Heritage Wealth Management (Arizona)
Arizona
$17.9K +$8.87K +219 +100%

RWO Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q4 2022, worth a combined $913M — up 25% from $732M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RWO positions and 28 closed out — a net gain of 2 holders — while 86 added to existing stakes and 60 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $49.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.3M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q4 2022 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q4 2022 was Glenmede Trust, an estimated $49.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.