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State Street SPDR Dow Jones International Real Estate ETF

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: 134136 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$134K +$12.2K +495 +11%
RFS
77
Richardson Financial Services
Massachusetts
$99.9K +$90.2K +3,662 New
HI
78
Harbour Investments
Wisconsin
$96.1K +$25 +1 +0%
PAG
79
Paladin Advisory Group
Iowa
$90.7K
ITIM
80
Indiana Trust & Investment Management
Indiana
$86.3K -$16.3K -661 -17%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$75.6K +$271 +11 +0.4%
PB
82
Pinnacle Bancorp
Nebraska
$72.9K
PO
83
Private Ocean
California
$69.8K
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$62.6K -$141K -5,723 -71%
Citigroup
85
Citigroup
New York
$49.3K -$7.64K -310 -15%
PTC
86
Private Trust Company
Ohio
$44.5K -$18.6K -755 -32%
RF
87
Robinswood Financial
Washington
$44.5K
EWP
88
Elevation Wealth Partners
California
$43.6K
Bessemer Group
89
Bessemer Group
New Jersey
$38K
HNB
90
Huntington National Bank
Ohio
$36.8K
GFPC
91
Global Financial Private Client
Florida
$28.1K +$7.02K +285 +38%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$23.1K
GWM
93
Geneos Wealth Management
Colorado
$21.3K -$99 -4 -0.5%
RCM
94
Raleigh Capital Management
North Carolina
$20.4K +$123 +5 +0.7%
BCMIO
95
Beacon Capital Management Inc (Ohio)
Ohio
$20.3K -$49 -2 -0.3%
GJIA
96
Glass Jacobson Investment Advisors
Maryland
$18.8K
APC
97
Aspire Private Capital
North Carolina
$17.4K -$985 -40 -6%
GC
98
Gould Capital
Washington
$17.3K
BFEC
99
Benjamin F. Edwards & Company
Missouri
$17K
CIA
100
Cape Investment Advisory
Georgia
$15.7K +$25 +1 +0.2%

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.