Spdr Index Shs Fds (RWO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Spdr Index Shs Fds (RWO) following the 2026 Q1 hedge fund 13F filings?

As of today, RWO has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), RWO gained +6.9% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Spdr Index Shs Fds (RWO)

206 + Investors. Track Smart Money conviction in RWO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — RWO

Based on 207 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their RWO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

207 hedge funds hold RWO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding RWO is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 53% buying

101 buying89 selling

Last quarter: 101 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 16 → 30 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 13% new

146 out of 207 hedge funds have held RWO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

20 → 22 → 16 → 30 → 25 new funds/Q

New funds entering each quarter: 22 → 16 → 30 → 25. A growing number of institutions are discovering RWO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 77% of holders stayed 2+ years

■ 77% veterans ■ 9% 1-2yr ■ 14% new

Of 207 current holders: 159 (77%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

22 of 207 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RWO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	206	213	-3.29%
13F Shares	18M	20M	-7.33%
Total Value	$824M	$890M	-7.41%
New Positions	25	30	-5
Increased Positions	76	78	-2
Closed Positions	32	16	+16
Reduced Positions	57	62	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

206

213

-3.29%

13F Shares

18M

20M

-7.33%

Total Value

$824M

$890M

-7.41%

New Positions

-5

Increased Positions

-2

Closed Positions

+16

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

206 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RWO. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 RWO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	White & Co Financial Planning Inc	4.13%	128,441	$5.9M
2	Addis & Hill, Inc	4.10%	147,371	$6.7M
3	WLTH Capital Management, LLC	3.52%	90,414	$4.2M
4	Orin Green Financial, LLC	2.21%	117,813	$5.4M
5	Quent Capital, LLC	1.93%	593,631	$27.2M
6	Brooklyn FI, LLC	0.90%	93,209	$4.3M
7	ORBA Wealth Advisors, L.L.C.	0.83%	15,207	$696K
8	Capital Investment Management, Inc.	0.71%	45,330	$2.0M
9	Matrix Private Capital Group LLC	0.44%	20,029	$917K
10	Huntington National Bank	0.40%	1,596,276	$73.1M
11	Boltwood Capital Management	0.33%	28,420	$1.3M
12	PCB Capital LLC	0.32%	4,454	$201K
13	Brand Asset Management Group, Inc.	0.31%	25,994	$1.2M
14	FSM Wealth Advisors, LLC	0.28%	47,115	$2.2M
15	Family Office Research LLC	0.27%	13,617	$623K
16	Innealta Capital, LLC	0.26%	9,064	$415K
17	OneAscent Financial Services LLC	0.24%	95,344	$4.4M
18	Jfs Wealth Advisors, LLC	0.24%	91,874	$4.2M
19	Sincerus Advisory, LLC	0.22%	6,423	$294K
20	Avidian Wealth Enterprises, LLC	0.22%	151,693	$6.9M
21	Envision Financial LLC	0.22%	8,874	$406K
22	Fsb Premier Wealth Management, INC.	0.21%	14,463	$662K
23	Aspire Private Capital, LLC	0.20%	19,726	$903K
24	Hills Bank & Trust Co	0.20%	88,661	$4.1M
25	Altfest L J & Co Inc	0.19%	39,349	$1.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Spdr Index Shs Fds (RWO)

What does the Smart Money Trend signal show for RWO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RWO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RWO?

Slight buying edge — 53% buying: Last quarter: 101 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RWO holders?

Elite ownership — 61% AUM from top-100 funds: 22 of 207 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RWO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RWO?

71% of holders stayed for 2+ years: 146 out of 207 hedge funds have held RWO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Spdr Index Shs Fds (RWO) following the 2026 Q1 hedge fund 13F filings?

As of today, RWO has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), RWO has gained +6.9% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Spdr Index Shs Fds (RWO)

Smart Money Signals — RWO

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 53% buying

Steady new buyers — ~25 new funds per quarter

71% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 77% of holders stayed 2+ years

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — RWO

Hedge Fund Ownership: RWO

Market Analysis: RWO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RWO

Is It Too Late to Buy Spdr Index Shs Fds (RWO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RWO

Statistics: RWO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Spdr Index Shs Fds (RWO)

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