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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
MFT
101
Moisand Fitzgerald Tamayo
Florida
$15.5K -$3.84K -156 -22%
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$14.7K – – –
CIAS
103
Capital Investment Advisory Services
North Carolina
$14.4K +$10.8K +440 +500%
FHA
104
First Horizon Advisors
Tennessee
$13.8K -$79.9K -3,244 -87%
CHC
105
City Holding Co
West Virginia
$13.6K – – –
KFS
106
Kelly Financial Services
Massachusetts
$11.1K -$296 -12 -3%
IA
107
IFP Advisors
Florida
$8.93K – – –
PFM
108
Phillips Financial Management
Indiana
$8.87K – – –
FRA
109
Front Row Advisors
California
$7.59K -$1.77K -72 -21%
M
110
MOTCO
Texas
$6.6K – – –
NC
111
NewSquare Capital
Pennsylvania
$6.44K – – –
AWM
112
Avior Wealth Management
Nebraska
$5.13K +$25 +1 +0.5%
JHCP
113
Jackson Hole Capital Partners
Oklahoma
$5.06K +$25 +1 +0.5%
Franklin Resources
114
Franklin Resources
California
$5.02K – – –
CJ
115
Caitlin John
Michigan
$4.58K +$4.14K +168 New
SS
116
Sunbelt Securities
Texas
$3.52K – – –
PP
117
Pacifica Partners
Canada
$3K +$2.91K +118 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.28K +52 +149%
CFGS
119
Concourse Financial Group Securities
Alabama
$1.69K – – –
AF
120
Allworth Financial
California
$1.61K – – –
ASN
121
Advisory Services Network
Georgia
$1.36K +$1.23K +50 New
FFA
122
Frazier Financial Advisors
Ohio
$1.35K +$1.23K +50 New
PCFFS
123
Pacific Center for Financial Services
California
$1.28K – – –
EWA
124
EverSource Wealth Advisors
Alabama
$1.09K – – –
POIA
125
Pin Oak Investment Advisors
Texas
$1K – – –
3 4
5
6 7

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.