SPDR INDEX SHS FDS (RWO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SPDR INDEX SHS FDS (RWO)

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

Smart Money Signals — RWO

Based on 205 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added RWO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

205 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.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

106 buying74 selling

Last quarter: 106 funds bought or added vs 74 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.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new RWO position: 20 → 20 → 16 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 13% new

147 out of 205 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

26 → 20 → 20 → 16 → 30 new funds/Q

New funds entering each quarter: 20 → 20 → 16 → 30. A growing number of institutions are discovering RWO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 8% 1-2yr ■ 19% new

Of 205 current holders: 150 (73%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds

18 of 205 holders are among the 100 largest funds by AUM, controlling 59% 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.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	205	191	7.33%
13F Shares	20M	18M	10.06%
Total Value	$879M	$811M	8.35%
New Positions	30	16	+14
Increased Positions	76	70	+6
Closed Positions	16	26	-10
Reduced Positions	58	68	-10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

205

191

7.33%

13F Shares

20M

18M

10.06%

Total Value

$879M

$811M

8.35%

New Positions

+14

Increased Positions

Closed Positions

-10

Reduced Positions

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

205 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of RWO — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Addis & Hill, Inc	4.10%	147,371	$6.7M
2	WLTH Capital Management, LLC	3.52%	90,414	$4.2M
3	Orin Green Financial, LLC	2.21%	117,813	$5.4M
4	Quent Capital, LLC	1.93%	593,631	$27.2M
5	ORBA Wealth Advisors, L.L.C.	0.83%	15,207	$696K
6	Capital Investment Management, Inc.	0.71%	45,330	$2.0M
7	Boltwood Capital Management	0.33%	28,420	$1.3M
8	PCB Capital LLC	0.32%	4,454	$201K
9	FSM Wealth Advisors, LLC	0.28%	47,115	$2.2M
10	Lester Murray Antman dba SimplyRich	0.27%	23,237	$1K
11	OneAscent Financial Services LLC	0.24%	95,344	$4.4M
12	JFS WEALTH ADVISORS, LLC	0.24%	91,874	$4.2M
13	Sincerus Advisory, LLC	0.22%	6,423	$294K
14	Envision Financial LLC	0.22%	8,874	$406K
15	Aspire Private Capital, LLC	0.20%	19,726	$903K
16	Hills Bank & Trust Co	0.20%	88,661	$4.1M
17	ALTFEST L J & CO INC	0.19%	39,349	$1.8M
18	Abacus Planning Group, Inc.	0.19%	30,901	$1.4M
19	Moss Adams Wealth Advisors LLC	0.19%	56,683	$2.6M
20	Waldron Private Wealth LLC	0.19%	105,719	$4.8M
21	FDx Advisors, Inc.	0.16%	10,947	—
22	JIM SAULNIER & ASSOCIATES, LLC	0.15%	6,527	$299K
23	HHM Wealth Advisors, LLC	0.12%	23,205	$1.1M
24	HOGE FINANCIAL SERVICES, LLC	0.12%	4,945	$226K
25	Simplicity Wealth,LLC	0.10%	38,617	$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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RWO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RWO?

Slight buying edge — 59% buying: Last quarter: 106 funds bought or added vs 74 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 — 59% AUM from top-100 funds: 18 of 205 holders are among the 100 largest funds by AUM, controlling 59% 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?

72% of holders stayed for 2+ years: 147 out of 205 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.

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

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

Slight buying edge — 59% buying

More new buyers each quarter (+14 vs last Q)

72% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 73% of holders stayed 2+ years

Elite ownership — 59% AUM from top-100 funds

Hedge Fund Ownership: RWO

Market Analysis: RWO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RWO

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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