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State Street SPDR Dow Jones International Real Estate ETF
RWX

136 hedge funds and large institutions have $230M invested in State Street SPDR Dow Jones International Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $194M → $230M (+$36.1M)

6.68% more ownership

Funds ownership: 63.1% → 69.78% (+6.7%)

1% more funds holding

Funds holding: 134 → 136 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
36
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.1M
2
BAAM
Baker Avenue Asset Management
California
+$2.37M
3
Jane Street
Jane Street
New York
+$1.79M
4
OPCM
Osborne Partners Capital Management
California
+$1.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$5.46M
2
Wells Fargo
Wells Fargo
California
-$4.81M
3
Northern Trust
Northern Trust
Illinois
-$4.6M
4
Goldman Sachs
Goldman Sachs
New York
-$2.65M
5
Bank of America
Bank of America
North Carolina
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
ULWM
26
Upper Left Wealth Management
Florida
$1.32M +$838K +34,021 +237%
OMC
27
Old Mission Capital
Illinois
$1.32M -$28.8K -1,169 -2%
PAG
28
Private Advisor Group
New Jersey
$1.15M +$101K +4,091 +11%
BP
29
Ballentine Partners
Massachusetts
$1.15M +$522K +21,169 +101%
SC
30
Savant Capital
Illinois
$1.13M -$64.4K -2,614 -6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.12M +$120K +4,874 +13%
AWA
32
Aletheian Wealth Advisors
Washington
$931K +$290K +11,780 +53%
Corient Private Wealth
33
Corient Private Wealth
Florida
$880K -$178K -7,223 -18%
KAS
34
Kestra Advisory Services
Texas
$878K +$51.4K +2,085 +7%
MWM
35
Mission Wealth Management
California
$840K -$248K -10,078 -25%
Citadel Advisors
36
Citadel Advisors
Florida
$838K -$617K -25,039 -45%
MCA
37
Maryland Capital Advisors
Maryland
$805K -$419 -17 -0.1%
Osaic Holdings
38
Osaic Holdings
Arizona
$736K -$92.9K -3,769 -12%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$700K -$75K -3,043 -11%
CCM
40
Colorado Capital Management
Colorado
$667K +$602K +24,443 New
FCIM
41
Fairview Capital Investment Management
California
$654K +$103K +4,180 +21%
FFA
42
Farther Finance Advisors
California
$647K +$584K +23,715 New
KBFS
43
Kohmann Bosshard Financial Services
Ohio
$643K -$52.5K -2,132 -8%
NEPWA
44
New England Private Wealth Advisors
Massachusetts
$635K +$2.27K +92 +0.4%
HI
45
Humankind Investments
New York
$628K +$567K +23,000 New
IRC
46
Investors Research Corp
Georgia
$586K – – –
VA
47
Valmark Advisers
Ohio
$574K -$25.4K -1,032 -5%
UCFA
48
United Capital Financial Advisors
Texas
$565K -$34.8K -1,413 -6%
SWM
49
Spire Wealth Management
Virginia
$489K +$382K +15,509 +446%
Lido Advisors
50
Lido Advisors
California
$452K -$46.5K -1,889 -10%
1
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RWX Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2023, worth a combined $230M — up 19% from $194M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWX positions and 14 closed out — a net gain of 3 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was State Street, cutting an estimated $5.46M.

  • 136 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2023, up from 134 in Q3 2023.
  • Funds reported $230M of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2023 and 14 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.1M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2023 was State Street, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2023.