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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
Fidelity Investments
176
Fidelity Investments
Massachusetts
$20.8K +$9.52K +241 +103%
PFBT
177
Parkside Financial Bank & Trust
Missouri
$20.6K
PWMG
178
Private Wealth Management Group
New Jersey
$15.9K +$14.4K +364 New
AF
179
Allworth Financial
California
$15.6K -$434 -11 -3%
FHA
180
First Horizon Advisors
Tennessee
$14.5K +$118 +3 +0.9%
SA
181
Scarborough Advisors
Maryland
$13.4K +$12.1K +306 New
AF
182
Advisornet Financial
Minnesota
$12.9K
FFL
183
Financial Freedom LLC
Ohio
$11.8K +$118 +3 +1%
TFGT
184
TS Financial Group (TSFG)
Illinois
$11K
CA
185
Clearstead Advisors
Ohio
$10.9K -$20.1K -510 -67%
RCM
186
Raleigh Capital Management
North Carolina
$8.73K +$4.9K +124 +163%
IHWM
187
Iron Horse Wealth Management
Iowa
$8.57K
GTAM
188
Global Trust Asset Management
Florida
$8.52K
MHR
189
Matthew Hamilton Rosenberg
$8.09K
ACA
190
Aptus Capital Advisors
Alabama
$7.87K
SMA
191
Sage Mountain Advisors
Georgia
$6.95K
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.6K
CIA
193
Cape Investment Advisory
Georgia
$5.33K +$4.82K +122 New
AW
194
Avion Wealth
Texas
$5K
CTWM
195
Cherry Tree Wealth Management
Minnesota
$4.63K
CTC
196
Central Trust Company
Missouri
$4.5K -$7.62K -193 -65%
FRA
197
Front Row Advisors
California
$4.5K
CP
198
Castleview Partners
Texas
$4.28K
IGWM
199
ICA Group Wealth Management
Colorado
$4.11K +$3.71K +94 New
PS
200
Principal Securities
Iowa
$3.41K +$3.08K +78 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.