Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (RWX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — RWX

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
115 funds currently hold this stock — 86% of the 3.0-year high of 134 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RWX is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

44 buying44 selling
Last quarter: 44 funds bought or added vs 44 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 15 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

78% of holders stayed for 2+ years

■ 78% conviction (2yr+) ■ 13% medium ■ 9% new
90 out of 115 hedge funds have held RWX 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.
⚠️

Saturation — most institutions already know this story

13 → 35 → 15 → 15 → 12 new funds/Q
New funds entering each quarter: 35 → 15 → 15 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 81% veterans vs 11% newcomers

■ 81% veterans ■ 8% 1-2yr ■ 11% new
Entry-cohort mix of 115 holders: 93 (81%) are 2+ year veterans, 9 entered 1–2 years ago, and 13 (11%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
21 of 114 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in RWX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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.

Institutional Sentiment Summary — RWX

In 2026 Q1, 44 hedge funds were net buyers of RWX (12 opened a new position, 32 added to an existing one), while 44 reduced or exited (32 trimmed, 12 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 46% of total institutional value in RWX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 115.

Hedge Fund Ownership: RWX

How many hedge funds hold RWX — quarterly history vs. share price
Quarterly hedge fund ownership of RWX vs. share price

Market Analysis: RWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: RWX
2026 Q2 Stats Unlock in 3 days 115 + Investors

Track Smart Money conviction in RWX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 115 114 0.88%
13F Shares 6M 6M 7.17%
Total Value $167M $170M -1.77%
New Positions 12 15 -3
Increased Positions 32 26 +6
Closed Positions 11 13 -2
Reduced Positions 32 37 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RWX

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Institutional Holders (2026 Q2)

115 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 RWX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Risk Paradigm Group, LLC 4.48% 211,331 $5.7M
2 Osborne Partners Capital Management, LLC 1.76% 1,176,078 $31.8M
3 RPg Family Wealth Advisory, LLC 1.16% 206,828 $5.6M
4 Idaho Trust Co 0.77% 97,025 $2.6M
5 Upper Left Wealth Management, LLC 0.68% 45,514 $1.2M
6 Sachem Hill LLC 0.48% 99,197 $2.7M
7 Aletheian Wealth Advisors LLC 0.29% 25,546 $690K
8 Awm Capital, LLC 0.20% 94,552 $2.6M
9 Baker Avenue Asset Management, LP 0.20% 399,021 $10.8M
10 Maryland Capital Advisors INC. 0.12% 13,428 $363K
11 First Nebraska Trust Co 0.10% 18,462 $532K
12 New England Private Wealth Advisors LLC 0.07% 24,692 $682K
13 Investment Advisory Group, LLC 0.05% 9,054 $245K
14 Bear Mountain Capital, Inc. 0.04% 4,686 $128K
15 Richardson Financial Services INC. 0.03% 2,248 $61K
16 Consultiva Wealth Management, CORP. 0.03% 450 $12K
17 AlTi Global, Inc. 0.02% 40,427 $1.1M
18 Investors Research Corp 0.02% 3,740 $101K
19 Ballentine Partners, LLC 0.02% 51,455 $1.4M
20 Fairview Capital Investment Management, LLC 0.02% 11,660 $315K
21 Aspiriant, LLC 0.01% 11,657 $315K
22 Pinnacle Bancorp, Inc. 0.01% 1,000 $27K
23 Spire Wealth Management 0.01% 8,598 $232K
24 Barrett & Company, INC. 0.01% 886 $24K
25 Parallel Advisors, LLC 0.01% 14,115 $381K
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 (RWX)

What does the Smart Money Trend signal show for RWX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for RWX?

Slight buying edge — 50% buying: Last quarter: 44 funds bought or added vs 44 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 RWX holders?

Elite ownership — 46% AUM from top-100 funds: 21 of 114 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in RWX. 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 RWX?

78% of holders stayed for 2+ years: 90 out of 115 hedge funds have held RWX 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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