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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$111K -$35.8K -906 -26%
ASBI
152
American State Bank (Iowa)
Iowa
$96.2K
MSG
153
Main Street Group
Virginia
$92.1K +$83.2K +2,106 New
GKIM
154
GW&K Investment Management
Massachusetts
$80K
JGCM
155
Joseph Group Capital Management
Ohio
$71.8K +$11.7K +295 +22%
CPA
156
Cardiff Park Advisors
California
$69.5K
IWMA
157
Ironwood Wealth Management (Arizona)
Arizona
$66.8K +$57.9K +1,466 +2,327%
EWA
158
EverSource Wealth Advisors
Alabama
$64K
PA
159
Parallel Advisors
California
$62.9K +$632 +16 +1%
RFG
160
RFP Financial Group
Georgia
$58.8K
FCT
161
First Community Trust
Iowa
$52.5K
Nomura Asset Management
162
Nomura Asset Management
Japan
$48.1K
BBHC
163
Brown Brothers Harriman & Co
New York
$43.7K +$39.5K +1,000 New
GRP
164
Global Retirement Partners
California
$42.1K +$118 +3 +0.3%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$37.2K
GWM
166
Geneos Wealth Management
Colorado
$31.3K
CAL
167
Capital Advisors Ltd
Ohio
$31K -$50.4K -1,277 -64%
JP Morgan Chase
168
JP Morgan Chase
New York
$29.1K +$1.74K +44 +7%
WB
169
Webster Bank
Connecticut
$26.3K
RG
170
Retirement Group
California
$26K +$237 +6 +1%
GI
171
Gradient Investments
Minnesota
$25.6K
KHC
172
Koesten Hirschmann & Crabtree
Kansas
$23.2K +$20.9K +530 New
NS
173
NBC Securities
Alabama
$22K +$2.57K +65 +14%
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K -$18.1K -459 -48%
ASN
175
Advisory Services Network
Georgia
$21.3K +$19.3K +488 New

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.