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State Street SPDR Dow Jones Global Real Estate ETF

218 hedge funds and large institutions have $732M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.5% more ownership

Funds ownership: 64.04%65.54% (+1.5%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

8% less capital invested

Capital invested by funds: $793M → $732M (-$61M)

8% less funds holding

Funds holding: 237218 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

43% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 35

Holders
218
Holders Change
-19
Holders Change %
-8.02%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
20
Increased
76
Reduced
80
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Sugarloaf Wealth Management
Georgia
$2K +$45 +1 +2%
HGERS
202
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.91K +65 New
TAM
203
Tucker Asset Management
Colorado
$1.28K +$1.43K +32 New
IF
204
Integrity Financial
Wyoming
$1K -$9.36K -209 -90%
AWM
205
AllSquare Wealth Management
New York
$1K
BWL
206
Bogart Wealth LLC
Virginia
$1K
CIAS
207
Capital Investment Advisory Services
North Carolina
$1K
KFI
208
Key Financial Inc
Pennsylvania
$1K
MWM
209
Mascoma Wealth Management
New Hampshire
$1K
SIS
210
Sound Income Strategies
Florida
$1K
SBL
211
Sargent Bickham Lagudis
Colorado
$1K +$90 +2 +15%
HWA
212
Heritage Wealth Advisors
Virginia
$830
FHC
213
First Heartland Consultants
Missouri
$226 +$627 +14 +0.2%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$165 -$322K -7,182 -65%
WIM
215
Westside Investment Management
California
$25
Jane Street
216
Jane Street
New York
-$3.57M -80,868 Closed
WAM
217
Wolverine Asset Management
Illinois
-$1.17M -26,548 Closed
PAMS
218
Pictet Asset Management (Switzerland)
Switzerland
-$819K -18,550 Closed
Stifel Financial
219
Stifel Financial
Missouri
-$368K -8,338 Closed
AL
220
Aspiriant LLC
California
-$358K -8,133 Closed
AIP
221
Almanack Investment Partners
Pennsylvania
-$298K -6,758 Closed
BDF
222
Balasa Dinverno & Foltz
-$257K -5,813 Closed
SWM
223
Seaside Wealth Management
California
-$274K -5,754 Closed
MSFS
224
Main Street Financial Solutions
Pennsylvania
-$228K -5,170 Closed
RPWA
225
Regent Peak Wealth Advisors
Georgia
-$226K -5,142 Closed

RWO Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q3 2022, worth a combined $732M — down 7.7% from $793M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RWO and 20 opened new positions — a net loss of 15 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was Goldman Sachs, adding an estimated $16.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $15.4M.

  • 218 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q3 2022, down from 237 in Q2 2022.
  • Funds reported $732M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q3 2022 and 35 closed out, a net change of -15 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q3 2022 was Goldman Sachs, an estimated $16.6M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2022.