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State Street SPDR Dow Jones Global Real Estate ETF

243 hedge funds and large institutions have $1.07B invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.19% less ownership

Funds ownership: 72.35%67.16% (-5.2%)

5% less funds holding

Funds holding: 257243 (-14)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

16% less capital invested

Capital invested by funds: $1.27B → $1.07B (-$203M)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
3.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
22
Increased
75
Reduced
89
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$182M +$10.7M +202,461 +6%
Goldman Sachs
2
Goldman Sachs
New York
$149M +$5.16M +97,439 +4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$131M -$140M -2,643,893 -52%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$83.6M +$1.46M +27,649 +2%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$37.2M -$2.81M -53,165 -7%
Morgan Stanley
6
Morgan Stanley
New York
$32M +$2.99M +56,540 +11%
HNB
7
Huntington National Bank
Ohio
$30.4M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22.3M +$168K +3,176 +0.8%
GT
9
Glenmede Trust
Pennsylvania
$19.8M -$4.73M -89,344 -20%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19M -$399K -7,547 -2%
MWM
11
Modera Wealth Management
New Jersey
$16.4M -$359K -6,781 -2%
PSUF
12
People's United Financial
Connecticut
$16.3M -$2.58M -48,673 -14%
WPW
13
Waldron Private Wealth
Pennsylvania
$12.9M -$686K -12,960 -5%
RJA
14
Raymond James & Associates
Florida
$12.8M +$635K +11,997 +5%
SFA
15
Sequoia Financial Advisors
Ohio
$12.7M -$1.7M -32,071 -12%
SW
16
SVB Wealth
Massachusetts
$12.6M -$4.2M -79,343 -25%
LPL Financial
17
LPL Financial
California
$11.4M -$868K -16,396 -7%
BJL
18
Brighton Jones LLC
Washington
$10.5M -$560K -10,579 -5%
OAM
19
Oppenheimer Asset Management
New York
$10.4M -$91.3K -1,726 -0.9%
QC
20
Quent Capital
New York
$10.3M +$2.35M +44,481 +30%
EW
21
Emerson Wealth
Michigan
$8M -$1.13M -21,398 -13%
JWA
22
JFS Wealth Advisors
Pennsylvania
$7.86M -$1.01M -19,058 -12%
Bank of America
23
Bank of America
North Carolina
$7.55M -$539K -10,195 -7%
FHC
24
First Heartland Consultants
Missouri
$6.68M +$6.28M +118,695 +2,349%
PC
25
Prairiewood Capital
North Dakota
$5.79M +$603K +11,397 +12%

RWO Hedge Fund Activity: Q1 2022 in Review

243 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q1 2022, worth a combined $1.07B — down 16% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RWO and 22 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 75 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $19.9M. The largest seller was Jones Financial Companies, cutting an estimated $140M.

  • 243 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $1.07B of State Street SPDR Dow Jones Global Real Estate ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q1 2022 and 34 closed out, a net change of -12 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $19.9M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q1 2022 was Jones Financial Companies, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2022.