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State Street SPDR Dow Jones International Real Estate ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 150144 (-6)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

Holders
144
Holders Change
-6
Holders Change %
-4%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
43
Reduced
52
Closed
19
Calls
$89K
Puts
Net Calls
+$89K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$62.8M -$4.5M -175,928 -7%
Wells Fargo
2
Wells Fargo
California
$37.6M -$13.9M -543,183 -28%
Goldman Sachs
3
Goldman Sachs
New York
$30M -$3.63M -141,664 -11%
Northern Trust
4
Northern Trust
Illinois
$28.8M -$1.83M -71,657 -6%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M +$924K +36,085 +4%
OPCM
6
Osborne Partners Capital Management
California
$24.2M +$595K +23,230 +3%
M&T Bank
7
M&T Bank
New York
$8.55M -$1.08M -42,376 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.32M +$7.26M +283,565 +1,041%
Bank of America
9
Bank of America
North Carolina
$7.83M -$3.59M -140,076 -32%
MD
10
Money Design
Japan
$5.72M +$321K +12,523 +6%
SG Americas Securities
11
SG Americas Securities
New York
$5.71M -$256 -10 -0%
CWM
12
Congress Wealth Management
Massachusetts
$3.64M
LPL Financial
13
LPL Financial
California
$3.3M -$1.02M -39,972 -24%
SC
14
Schoolcraft Capital
Colorado
$3.17M +$141K +5,492 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.06M +$2.34M +91,447 +402%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$2.65M +$188K +7,341 +8%
AC
17
AWM Capital
Arizona
$2.55M +$82.2K +3,210 +3%
UBS Group
18
UBS Group
Switzerland
$2.37M -$1.86M -72,742 -45%
VA
19
Valmark Advisers
Ohio
$2.04M +$785K +30,654 +67%
BFA
20
BBJS Financial Advisors
Washington
$1.93M +$1.85M +72,260 New
AssetMark Inc
21
AssetMark Inc
California
$1.41M -$3.89M -152,109 -74%
PCA
22
Personal Capital Advisors
California
$1.4M +$1.09M +42,612 +438%
BAAM
23
Baker Avenue Asset Management
California
$1.4M +$535K +20,915 +67%
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$1.34M +$93.5K +3,653 +8%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.33M -$1.18M -46,006 -48%

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.