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State Street SPDR Dow Jones International Real Estate ETF

150 hedge funds and large institutions have $316M invested in State Street SPDR Dow Jones International Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.59% less ownership

Funds ownership: 73.27%68.68% (-4.6%)

12% less funds holding

Funds holding: 170150 (-20)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

29% less capital invested

Capital invested by funds: $444M → $316M (-$128M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
150
Holders Change
-20
Holders Change %
-11.76%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
47
Reduced
55
Closed
30
Calls
$80K
Puts
Net Calls
+$80K
Net Calls Change
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Savant Capital
Illinois
$1.38M -$73.3K -2,624 -4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.36M +$124K +4,440 +9%
RFWA
28
RPg Family Wealth Advisory
Massachusetts
$1.29M +$3.52K +126 +0.3%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$1.1M -$203K -7,281 -14%
VA
30
Valmark Advisers
Ohio
$1.1M +$45.1K +1,614 +4%
PAG
31
Private Advisor Group
New Jersey
$1.05M -$73.3K -2,625 -6%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$1.04M +$259K +9,254 +27%
US Bancorp
33
US Bancorp
Minnesota
$1.02M -$81.2K -2,906 -6%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$950K -$27.4K -981 -2%
MWM
35
Mission Wealth Management
California
$942K -$10.1K -360 -0.9%
ULWM
36
Upper Left Wealth Management
Florida
$922K +$627K +22,448 +150%
BAAM
37
Baker Avenue Asset Management
California
$752K +$872K +31,201 New
IA
38
IFP Advisors
Florida
$722K -$55.6K -1,990 -10%
S
39
Surevest
California
$707K +$68.1K +2,439 +9%
UCFA
40
United Capital Financial Advisors
Texas
$681K -$81.7K -2,924 -9%
Osaic Holdings
41
Osaic Holdings
Arizona
$657K -$7.71M -276,103 -91%
IWP
42
Innova Wealth Partners
Pennsylvania
$635K -$1.33M -47,558 -64%
IRC
43
Investors Research Corp
Georgia
$625K -$3.3K -118 -0.5%
BSW
44
Buckingham Strategic Wealth
Missouri
$619K +$49.4K +1,768 +7%
DY
45
Dowling & Yahnke
California
$591K -$9.22K -330 -1%
OC
46
Oarsman Capital
Wisconsin
$564K +$22.5K +805 +4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$548K +$80.6K +2,884 +15%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$546K -$3.33K -119 -0.5%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$532K +$14.9K +533 +2%
BP
50
Ballentine Partners
Massachusetts
$505K

RWX Hedge Fund Activity: Q3 2022 in Review

150 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2022, worth a combined $316M — down 29% from $444M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RWX and 12 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 47 added.

The largest buyer was Osborne Partners Capital Management, opening a new position worth an estimated $24.6M. The largest seller was Jane Street, cutting an estimated $35.7M.

  • 150 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2022, down from 170 in Q2 2022.
  • Funds reported $316M of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2022, down 29% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2022 and 30 closed out, a net change of -18 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2022 was Osborne Partners Capital Management, an estimated $24.6M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2022 was Jane Street, an estimated $35.7M sold.

Based on aggregated 13F filings for Q3 2022.