State Street SPDR Dow Jones International Real Estate ETF
RWX
144 hedge funds and large institutions have $312M invested in State Street SPDR Dow Jones International Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 19 closing their positions.
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% less capital invested
Capital invested by funds: $316M → $312M (-$4.58M)
1.5% less ownership
Funds ownership: 68.68% → 67.19% (-1.5%)
4% less funds holding
Funds holding: 150 → 144 (-6)
17% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.26M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.34M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$1.09M |
| 4 |
Morgan Stanley
New York
|
+$924K |
| 5 |
MCA
Maryland Capital Advisors
Chester,
Maryland
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.9M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$5.06M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.86M |
| 4 |
State Street
Boston,
Massachusetts
|
-$4.5M |
| 5 |
AssetMark Inc
Concord,
California
|
-$3.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
151
GeoWealth Management
Chicago,
Illinois
| – | -$218K | -9,109 | Closed |
|
|
GW
152
GW & Wade
Wellesley,
Massachusetts
| – | -$215K | -8,915 | Closed |
|
|
CL
153
COWA LLC
Tulsa,
Oklahoma
| – | -$54K | -2,236 | Closed |
|
|
AF
154
Advisornet Financial
Minnetonka,
Minnesota
| – | -$18K | -741 | Closed |
|
|
CAAS
155
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$15K | -614 | Closed |
|
|
ACM
156
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$14.3K | -597 | Closed |
|
|
TWM
157
Tradition Wealth Management
Edina,
Minnesota
| – | -$9K | -367 | Closed |
|
158
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3.87K | -151 | -95% |
|
|
NC
159
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$3K | -124 | Closed |
|
|
CIAS
160
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$2K | -88 | Closed |
|
|
VNA
161
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -28 | Closed |
|
|
C
162
Covestor
London,
United Kingdom
| – | -$384 | -15 | -75% |
|
RWX Hedge Fund Activity: Q4 2022 in Review
144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2022, worth a combined $312M — down 1.4% from $316M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new RWX positions and 19 closed out — a net gain of 1 holder — while 43 added to existing stakes and 52 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $7.26M. The largest seller was Wells Fargo, cutting an estimated $13.9M.
- 144 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2022, down from 150 in Q3 2022.
- Funds reported $312M of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2022, down 1.4% quarter-over-quarter.
- 20 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2022 and 19 closed out, a net change of +1 holder.
- The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2022 was Osaic Holdings, an estimated $7.26M added.
- The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2022 was Wells Fargo, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2022.