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State Street SPDR Dow Jones Global Real Estate ETF
RWO

215 hedge funds and large institutions have $913M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 68.88% → 70.67% (+1.8%)

1% more capital invested

Capital invested by funds: $908M → $913M (+$4.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 218 → 215 (-3)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
215
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
71
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$26.7M
2
State Street
State Street
Massachusetts
+$8.44M
3
OMC
Old Mission Capital
Illinois
+$6.23M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.05M
5
MAWA
Moss Adams Wealth Advisors
Washington
+$2.37M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.8M
2
Mariner
Mariner
Kansas
-$7.93M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.9M
4
AWE
Avidian Wealth Enterprises
Texas
-$2.21M
5
MWM
Modera Wealth Management
New Jersey
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
176
WealthPLAN Partners
Nebraska
$8.42K – – –
IHWM
177
Iron Horse Wealth Management
Iowa
$8.05K – – –
GTAM
178
Global Trust Asset Management
Florida
$8.01K – – –
MHR
179
Matthew Hamilton Rosenberg
$7.6K – – –
ACA
180
Aptus Capital Advisors
Alabama
$7.39K – – –
SMA
181
Sage Mountain Advisors
Georgia
$6.53K – – –
LWANC
182
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.2K – – –
CTWM
183
Cherry Tree Wealth Management
Minnesota
$4.35K +$4.34K +106 New
DI
184
Disciplined Investments
Oklahoma
$4.3K -$900 -22 -17%
FFA
185
Farther Finance Advisors
California
$4.19K -$30.6K -747 -88%
CFD
186
Creative Financial Designs
Indiana
$4.11K +$4.09K +100 New
CP
187
Castleview Partners
Texas
$4.03K – – –
AW
188
Avion Wealth
Texas
$4K – – –
FRA
189
Front Row Advisors
California
$4K – – –
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$3.9K -$23.5K -575 -82%
IGWM
191
ICA Group Wealth Management
Colorado
$3.86K – – –
AWM
192
Atticus Wealth Management
Florida
$3.86K +$3.85K +94 New
FGAM
193
Financial Gravity Asset Management
Texas
$3.64K +$1.68K +41 New
AWM
194
Avior Wealth Management
Nebraska
$3.61K +$41 +1 +1%
RIA
195
Realta Investment Advisors
Delaware
$3.41K +$3.4K +83 New
RCM
196
Raleigh Capital Management
North Carolina
$3.12K – – –
NCM
197
Northwest Capital Management
Oregon
$2.92K +$2.9K +71 New
TPCW
198
TD Private Client Wealth
New York
$2.18K – – –
FDCC
199
Foster Dykema Cabot & Co
Massachusetts
$2K – – –
SWM
200
Sugarloaf Wealth Management
Georgia
$1.91K +$41 +1 +2%
6 7
8
9 10

RWO Hedge Fund Activity: Q2 2023 in Review

215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2023, worth a combined $913M — up 0.52% from $908M a quarter earlier.

Fund positioning in RWO was balanced in Q2 2023: 20 funds opened new positions, 20 closed out, 71 added to existing stakes and 86 trimmed.

The largest buyer was Jane Street, adding an estimated $26.7M. The largest seller was Goldman Sachs, cutting an estimated $10.8M.

  • 215 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2023, down from 218 in Q1 2023.
  • Funds reported $913M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2023, up 0.52% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2023 and 20 closed out, a net change of 0 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2023 was Jane Street, an estimated $26.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2023 was Goldman Sachs, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2023.