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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
State Street
1
State Street
Massachusetts
$60.8M -$9.8M -350,640 -12%
Wells Fargo
2
Wells Fargo
California
$47M -$6.09M -217,912 -10%
Goldman Sachs
3
Goldman Sachs
New York
$30.4M -$1.81M -64,883 -5%
Northern Trust
4
Northern Trust
Illinois
$27.7M -$1.95M -69,791 -6%
Morgan Stanley
5
Morgan Stanley
New York
$24.1M -$28.4K -1,015 -0.1%
OPCM
6
Osborne Partners Capital Management
California
$21.2M +$24.6M +878,947 New
Bank of America
7
Bank of America
North Carolina
$10.4M +$1.6M +57,268 +15%
M&T Bank
8
M&T Bank
New York
$8.72M -$225K -8,047 -2%
SG Americas Securities
9
SG Americas Securities
New York
$5.14M
IG
10
ING Group
Netherlands
$5.06M -$5.87M -210,000 -50%
AssetMark Inc
11
AssetMark Inc
California
$4.93M +$209K +7,475 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.86M -$196 -7 -0%
MD
13
Money Design
Japan
$4.85M +$1.52M +54,294 +37%
LPL Financial
14
LPL Financial
California
$3.94M +$718K +25,708 +19%
UBS Group
15
UBS Group
Switzerland
$3.89M -$2.22M -79,433 -33%
CWM
16
Congress Wealth Management
Massachusetts
$3.28M -$4.25K -152 -0.1%
SC
17
Schoolcraft Capital
Colorado
$2.72M +$537K +19,208 +20%
AC
18
AWM Capital
Arizona
$2.44M +$1.07M +38,389 +71%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.3M +$2.66M +95,175 +21,582%
Jane Street
20
Jane Street
New York
$2.23M -$35.7M -1,277,159 -93%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$2.21M
AIM
22
Alhambra Investment Management
Florida
$1.85M +$72.9K +2,609 +4%
FCIM
23
Fairview Capital Investment Management
California
$1.55M -$1.18M -42,304 -40%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.53M +$270K +9,675 +18%
ANTB
25
AMG National Trust Bank
Colorado
$1.43M +$24.9K +890 +2%

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.