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State Street SPDR Dow Jones International Real Estate ETF

150 hedge funds and large institutions have $316M invested in State Street SPDR Dow Jones International Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.59% less ownership

Funds ownership: 73.27%68.68% (-4.6%)

12% less funds holding

Funds holding: 170150 (-20)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

29% less capital invested

Capital invested by funds: $444M → $316M (-$128M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
150
Holders Change
-20
Holders Change %
-11.76%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
47
Reduced
55
Closed
30
Calls
$80K
Puts
Net Calls
+$80K
Net Calls Change
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
126
Clearstead Trust
Maine
$8K +$9.78K +350 New
M
127
MOTCO
Texas
$6K
FP
128
Financial Perspectives
Minnesota
$5.24K +$84 +3 +1%
AIL
129
AGF Investments LLC
Ontario, Canada
$5K +$1.37K +49 +34%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$4K
CPFP
131
Clear Perspectives Financial Planning
Ohio
$4K
AWM
132
Avior Wealth Management
Nebraska
$4K +$84 +3 +2%
JHCP
133
Jackson Hole Capital Partners
Oklahoma
$4K +$84 +3 +2%
CP
134
Castleview Partners
Texas
$3K -$30.7K -1,100 -91%
BA
135
Bellwether Advisors
Nebraska
$3K -$1.45K -52 -29%
NC
136
NewSquare Capital
Pennsylvania
$3K +$3.46K +124 New
BWA
137
BDO Wealth Advisors
Florida
$2K
CIAS
138
Capital Investment Advisory Services
North Carolina
$2K
MCA
139
Maryland Capital Advisors
Maryland
$2K
LFG
140
Larson Financial Group
Missouri
$2K +$112 +4 +7%
TFA
141
Transamerica Financial Advisors
Florida
$1K -$2.1K -75 -97%
CFGS
142
Concourse Financial Group Securities
Alabama
$1K
EWA
143
EverSource Wealth Advisors
Alabama
$1K
PCFFS
144
Pacific Center for Financial Services
California
$1K
POIA
145
Pin Oak Investment Advisors
Texas
$1K
SPIA
146
Steward Partners Investment Advisory
New York
$1K
VNA
147
Valley National Advisers
Pennsylvania
$1K
AF
148
Allworth Financial
California
$1K +$1.62K +58 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$741 -$27.9K -1,000 -4%
Citadel Advisors
150
Citadel Advisors
Florida
-$22.6M -799,714 Closed

RWX Hedge Fund Activity: Q3 2022 in Review

150 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2022, worth a combined $316M — down 29% from $444M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RWX and 12 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 47 added.

The largest buyer was Osborne Partners Capital Management, opening a new position worth an estimated $24.6M. The largest seller was Jane Street, cutting an estimated $35.7M.

  • 150 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2022, down from 170 in Q2 2022.
  • Funds reported $316M of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2022, down 29% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2022 and 30 closed out, a net change of -18 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2022 was Osborne Partners Capital Management, an estimated $24.6M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2022 was Jane Street, an estimated $35.7M sold.

Based on aggregated 13F filings for Q3 2022.