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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
MCC
176
Money Concepts Capital
Florida
$15.2K +$15.1K +373 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$14.3K -$11.7K -290 -45%
FHA
178
First Horizon Advisors
Tennessee
$13.1K +$122 +3 +0.9%
WWP
179
WR Wealth Planners
Missouri
$12.8K +$122 +3 +1%
WT
180
Washington Trust
Rhode Island
$11K
FFL
181
Financial Freedom LLC
Ohio
$10.6K +$10.5K +260 New
TFGT
182
TS Financial Group (TSFG)
Illinois
$10K
Bessemer Group
183
Bessemer Group
New Jersey
$10K +$9.64K +238 New
IHWM
184
Iron Horse Wealth Management
Iowa
$8K
GTAM
185
Global Trust Asset Management
Florida
$7.98K
MHR
186
Matthew Hamilton Rosenberg
$7.57K
ACA
187
Aptus Capital Advisors
Alabama
$7.36K
TCM
188
Tradewinds Capital Management
Washington
$7.04K -$203 -5 -3%
TWA
189
TCI Wealth Advisors
Arizona
$6.87K
SMA
190
Sage Mountain Advisors
Georgia
$6.5K -$162 -4 -2%
LWANC
191
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.18K
AWM
192
Accurate Wealth Management
Florida
$5.37K +$5.22K +129 New
AWM
193
Avior Wealth Management
Nebraska
$5.33K +$5.26K +130 New
DI
194
Disciplined Investments
Oklahoma
$5.18K
AF
195
Advisornet Financial
Minnesota
$4.17K +$1.05K +26 +34%
CP
196
Castleview Partners
Texas
$4.01K -$577K -14,242 -99%
AW
197
Avion Wealth
Texas
$4K
FRA
198
Front Row Advisors
California
$4K
PTC
199
Private Trust Company
Ohio
$4K
RIA
200
Realta Investment Advisors
Delaware
$3.4K

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.