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Invesco S&P 500 Equal Weight Real Estate ETF
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Overview Fund Activity

64 hedge funds and large institutions have $53.7M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QWM
1
Quaker Wealth Management
New Jersey
$1.01M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.43M
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$739K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$517K
5
BMCM
5
Burns Matteson Capital Management
New York
$762K

Top Sellers

1
5SA
1
5th Street Advisors
Connecticut
$0
2
LPL Financial
2
LPL Financial
California
$8.47M
3
CMAI
3
Capital Management Associates Inc
Minnesota
$1.41M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$1.54M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$466K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
IFP Advisors
Florida
$10.8M 308,087 +6,219 +2%
LPL Financial
2
LPL Financial
California
$8.47M 241,874 -20,726 -8%
Morgan Stanley
3
Morgan Stanley
New York
$4.51M 128,738 +6,035 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$4.43M 126,441 +27,521 +28%
KAS
5
Kestra Advisory Services
Texas
$1.57M 44,751 +6,126 +16%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$1.54M 43,968 -10,429 -19%
CMAI
7
Capital Management Associates Inc
Minnesota
$1.41M 40,200 -19,750 -33%
EH
8
Equitable Holdings
New York
$1.3M 37,062 +3,317 +10%
Goldman Sachs
9
Goldman Sachs
New York
$1.13M 32,330 +7,151 +28%
Bank of America
10
Bank of America
North Carolina
$1.04M 29,712 +789 +3%
QWM
11
Quaker Wealth Management
New Jersey
$1.01M 28,945 +28,945 New
FFA
12
Farther Finance Advisors
California
$965K 27,543 -121 -0.4%
IFA
13
Interactive Financial Advisors
Illinois
$958K 27,335 +392 +1%
PAG
14
Private Advisor Group
New Jersey
$849K 24,245 -3,201 -12%
AAS
15
Avantax Advisory Services
Texas
$821K 23,448 +1,793 +8%
CCA
16
Cadent Capital Advisors
Oklahoma
$800K 22,838 -697 -3%
BMCM
17
Burns Matteson Capital Management
New York
$762K 21,742 +13,117 +152%
OPWM
18
Oxinas Partners Wealth Management
Indiana
$748K 21,364 -773 -3%
SSWM
19
Sheets Smith Wealth Management
North Carolina
$739K 21,089 +21,089 New
Osaic Holdings
20
Osaic Holdings
Arizona
$678K 19,286 +10,645 +123%
JIR
21
James Investment Research
Ohio
$641K 18,305 -589 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$620K 17,702 +95 +0.5%
CWM
23
Collaborative Wealth Management
Florida
$593K 16,917 -3,815 -18%
AWA
24
Arkadios Wealth Advisors
Georgia
$592K 16,901 +1,106 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$517K 14,757 +14,757 New
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