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State Street SPDR Dow Jones International Real Estate ETF

134 hedge funds and large institutions have $194M invested in State Street SPDR Dow Jones International Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.35% more ownership

Funds ownership: 62.75%63.1% (+0.35%)

0% more funds holding

Funds holding: 134134 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $210M → $194M (-$16.1M)

40% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 52

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
31
Reduced
52
Closed
12
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mission Wealth Management
California
$972K -$27.1K -1,075 -3%
Corient Private Wealth
27
Corient Private Wealth
Florida
$939K -$166K -6,610 -14%
PAG
28
Private Advisor Group
New Jersey
$908K -$11.6K -461 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$861K -$334K -13,252 -27%
Osaic Holdings
30
Osaic Holdings
Arizona
$731K +$359K +14,275 +87%
KAS
31
Kestra Advisory Services
Texas
$715K +$68.3K +2,711 +10%
MCA
32
Maryland Capital Advisors
Maryland
$701K -$9.47K -376 -1%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$682K +$722K +28,680 New
R
34
Rebalance
California
$619K
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$611K -$85K -3,376 -12%
SIS
36
Strategic Investment Solutions
Illinois
$603K +$593K +23,560 +6,200%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$551K +$6.27K +249 +1%
AWA
38
Aletheian Wealth Advisors
Washington
$531K +$257K +10,200 +84%
UCFA
39
United Capital Financial Advisors
Texas
$526K -$51.4K -2,042 -8%
VA
40
Valmark Advisers
Ohio
$524K -$15.7K -625 -3%
IRC
41
Investors Research Corp
Georgia
$510K -$94.4K -3,749 -15%
BP
42
Ballentine Partners
Massachusetts
$499K
BSW
43
Buckingham Strategic Wealth
Missouri
$478K -$182K -7,241 -26%
FCIM
44
Fairview Capital Investment Management
California
$471K -$294K -11,684 -37%
Lido Advisors
45
Lido Advisors
California
$430K +$49.6K +1,968 +12%
Mariner
46
Mariner
Kansas
$428K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$393K -$8.71K -346 -2%
OC
48
Oarsman Capital
Wisconsin
$380K -$92.8K -3,685 -19%
IWP
49
Innova Wealth Partners
Pennsylvania
$368K +$389K +15,466 New
JMPWA
50
JP Morgan Private Wealth Advisors
California
$363K -$161K -6,379 -29%

RWX Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2023, worth a combined $194M — down 7.6% from $210M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWX positions and 12 closed out — a net gain of 1 holder — while 31 added to existing stakes and 52 trimmed.

The largest buyer was AWM Capital, adding an estimated $2.47M. The largest seller was Wells Fargo, cutting an estimated $3.48M.

  • 134 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $194M of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2023 and 12 closed out, a net change of +1 holder.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2023 was AWM Capital, an estimated $2.47M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2023 was Wells Fargo, an estimated $3.48M sold.

Based on aggregated 13F filings for Q3 2023.