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State Street SPDR Dow Jones International Real Estate ETF

134 hedge funds and large institutions have $210M invested in State Street SPDR Dow Jones International Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.6% less ownership

Funds ownership: 68.35%62.75% (-5.6%)

11% less funds holding

Funds holding: 150134 (-16)

31% less capital invested

Capital invested by funds: $304M → $210M (-$94M)

42% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 57

61% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 23

Holders
134
Holders Change
-16
Holders Change %
-10.67%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
33
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$1.14M -$708 -27 -0.1%
SC
27
Savant Capital
Illinois
$1.12M -$75.2K -2,865 -6%
ITB
28
Idaho Trust Bank
Idaho
$1.1M +$1.16M +44,392 New
MWM
29
Mission Wealth Management
California
$1.04M -$19.3K -736 -2%
PAG
30
Private Advisor Group
New Jersey
$957K -$32.5K -1,237 -3%
FCIM
31
Fairview Capital Investment Management
California
$780K -$188K -7,175 -19%
MCA
32
Maryland Capital Advisors
Maryland
$740K
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$721K -$125K -4,755 -14%
KAS
34
Kestra Advisory Services
Texas
$678K +$13K +497 +2%
BSW
35
Buckingham Strategic Wealth
Missouri
$677K -$127K -4,837 -15%
R
36
Rebalance
California
$645K
IRC
37
Investors Research Corp
Georgia
$624K -$7.06K -269 -1%
UCFA
38
United Capital Financial Advisors
Texas
$599K -$135K -5,162 -18%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$568K +$10.8K +411 +2%
VA
40
Valmark Advisers
Ohio
$562K -$1.37M -52,078 -70%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$536K -$612K -23,308 -52%
BP
42
Ballentine Partners
Massachusetts
$519K
OC
43
Oarsman Capital
Wisconsin
$487K -$129K -4,915 -20%
Mariner
44
Mariner
Kansas
$446K -$20.7K -790 -4%
FTS
45
Fifth Third Securities
Ohio
$433K -$8.71K -332 -2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$418K -$20.9K -795 -4%
Osaic Holdings
47
Osaic Holdings
Arizona
$408K -$35.2K -1,342 -8%
Lido Advisors
48
Lido Advisors
California
$407K +$423K +16,102 New
AIM
49
Alhambra Investment Management
Florida
$383K -$30.9K -1,179 -7%
EWM
50
Empirical Wealth Management
Washington
$338K -$37.1K -1,413 -9%

RWX Hedge Fund Activity: Q2 2023 in Review

134 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q2 2023, worth a combined $210M — down 31% from $304M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWX and 9 opened new positions — a net loss of 14 holders — while 57 trimmed existing stakes and 33 added.

The largest buyer was AWM Capital, adding an estimated $1.24M. The largest seller was State Street, cutting an estimated $52.8M.

  • 134 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q2 2023, down from 150 in Q1 2023.
  • Funds reported $210M of State Street SPDR Dow Jones International Real Estate ETF stock for Q2 2023, down 31% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q2 2023 and 23 closed out, a net change of -14 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q2 2023 was AWM Capital, an estimated $1.24M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q2 2023 was State Street, an estimated $52.8M sold.

Based on aggregated 13F filings for Q2 2023.