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State Street SPDR Dow Jones International Real Estate ETF

136 hedge funds and large institutions have $230M invested in State Street SPDR Dow Jones International Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $194M → $230M (+$36.1M)

6.68% more ownership

Funds ownership: 63.1%69.78% (+6.7%)

1% more funds holding

Funds holding: 134136 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
36
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.7M +$19.1M +773,723 +77%
OPCM
2
Osborne Partners Capital Management
California
$29.2M +$1.58M +64,226 +6%
Northern Trust
3
Northern Trust
Illinois
$22.4M -$4.6M -186,572 -19%
Wells Fargo
4
Wells Fargo
California
$21.5M -$4.81M -195,344 -20%
Goldman Sachs
5
Goldman Sachs
New York
$12.2M -$2.65M -107,426 -19%
Jane Street
6
Jane Street
New York
$7.44M +$1.79M +72,513 +36%
AC
7
AWM Capital
Arizona
$6.06M -$920K -37,329 -14%
Bank of America
8
Bank of America
North Carolina
$5.85M -$1.85M -74,941 -26%
SG Americas Securities
9
SG Americas Securities
New York
$5.82M
M&T Bank
10
M&T Bank
New York
$5.54M -$711K -28,847 -12%
MD
11
Money Design
Japan
$5.33M -$64.7K -2,626 -1%
State Street
12
State Street
Massachusetts
$4.3M -$5.46M -221,641 -58%
AssetMark Inc
13
AssetMark Inc
California
$3.47M -$114K -4,638 -4%
CWM
14
Congress Wealth Management
Massachusetts
$3.16M
SC
15
Schoolcraft Capital
Colorado
$2.91M -$212K -8,618 -7%
BAAM
16
Baker Avenue Asset Management
California
$2.68M +$2.37M +96,364 +5,548%
ITB
17
Idaho Trust Bank
Idaho
$1.99M +$651K +26,418 +57%
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$1.94M +$48.6K +1,972 +3%
BFA
19
BBJS Financial Advisors
Washington
$1.81M +$14.5K +590 +0.9%
LPL Financial
20
LPL Financial
California
$1.5M -$51.1K -2,075 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.45M +$247K +10,012 +23%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.43M +$1.29M +52,304 New
UBS Group
23
UBS Group
Switzerland
$1.36M -$414K -16,801 -25%
KWM
24
Kingsview Wealth Management
Oregon
$1.34M +$1.21M +49,155 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.34M -$190K -7,725 -14%

RWX Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones International Real Estate ETF (RWX) for Q4 2023, worth a combined $230M — up 19% from $194M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RWX positions and 14 closed out — a net gain of 3 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was State Street, cutting an estimated $5.46M.

  • 136 institutional investors held State Street SPDR Dow Jones International Real Estate ETF (RWX) as of Q4 2023, up from 134 in Q3 2023.
  • Funds reported $230M of State Street SPDR Dow Jones International Real Estate ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Dow Jones International Real Estate ETF positions in Q4 2023 and 14 closed out, a net change of +3 holders.
  • The largest State Street SPDR Dow Jones International Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $19.1M added.
  • The largest State Street SPDR Dow Jones International Real Estate ETF seller in Q4 2023 was State Street, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2023.