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State Street SPDR Dow Jones International Real Estate ETF

134 hedge funds and large institutions have $194M invested in State Street SPDR Dow Jones International Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.35% more ownership

Funds ownership: 62.75%63.1% (+0.35%)

0% more funds holding

Funds holding: 134134 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $210M → $194M (-$16.1M)

40% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 52

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
31
Reduced
52
Closed
12
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24M -$316K -12,556 -1%
Northern Trust
2
Northern Trust
Illinois
$23.9M -$1.27M -50,349 -5%
OPCM
3
Osborne Partners Capital Management
California
$23.9M +$366K +14,519 +1%
Wells Fargo
4
Wells Fargo
California
$23.4M -$3.48M -138,123 -12%
Goldman Sachs
5
Goldman Sachs
New York
$13.2M -$552K -21,903 -4%
State Street
6
State Street
Massachusetts
$9.01M +$125K +4,962 +1%
Bank of America
7
Bank of America
North Carolina
$6.88M -$429K -17,030 -6%
AC
8
AWM Capital
Arizona
$6.17M +$2.47M +98,253 +61%
M&T Bank
9
M&T Bank
New York
$5.51M -$588K -23,340 -9%
SG Americas Securities
10
SG Americas Securities
New York
$5.07M
Jane Street
11
Jane Street
New York
$4.76M -$1.25M -49,470 -20%
MD
12
Money Design
Japan
$4.71M +$447K +17,768 +10%
AssetMark Inc
13
AssetMark Inc
California
$3.13M +$250K +9,922 +8%
CWM
14
Congress Wealth Management
Massachusetts
$2.76M
SC
15
Schoolcraft Capital
Colorado
$2.74M +$41.9K +1,662 +1%
RFWA
16
RPg Family Wealth Advisory
Massachusetts
$1.64M +$81.4K +3,234 +5%
UBS Group
17
UBS Group
Switzerland
$1.58M -$488K -19,395 -23%
BFA
18
BBJS Financial Advisors
Washington
$1.56M -$30.1K -1,196 -2%
LPL Financial
19
LPL Financial
California
$1.36M +$12.9K +511 +0.9%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.35M -$99.7K -3,958 -7%
Citadel Advisors
21
Citadel Advisors
Florida
$1.33M +$15.2K +604 +1%
OMC
22
Old Mission Capital
Illinois
$1.17M -$1.44M -57,210 -54%
ITB
23
Idaho Trust Bank
Idaho
$1.1M +$49.6K +1,969 +4%
SC
24
Savant Capital
Illinois
$1.04M -$35.9K -1,425 -3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.02M -$258K -10,251 -19%

RWX Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q3 2023, worth a combined $194M — down 7.6% from $210M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RWX positions and 12 closed out — a net gain of 1 holder — while 31 added to existing stakes and 52 trimmed.

The largest buyer was AWM Capital, adding an estimated $2.47M. The largest seller was Wells Fargo, cutting an estimated $3.48M.

  • 134 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $194M of State Street SPDR Dow Jones International Real Estate ETF stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q3 2023 and 12 closed out, a net change of +1 holder.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q3 2023 was AWM Capital, an estimated $2.47M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q3 2023 was Wells Fargo, an estimated $3.48M sold.

Based on aggregated 13F filings for Q3 2023.