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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
Raymond James Financial
1
Raymond James Financial
Florida
$4.43M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$739K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$517K
4
BMCM
4
Burns Matteson Capital Management
New York
$762K
5
Citadel Advisors
5
Citadel Advisors
Florida
$402K

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 %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$466K 13,301 -6,146 -32%
Citadel Advisors
27
Citadel Advisors
Florida
$402K 11,470 +11,470 New
QCM
28
Quantinno Capital Management
New York
$402K 11,463 +1,292 +13%
Lido Advisors
29
Lido Advisors
California
$385K 10,979 -1,060 -9%
FFG
30
Fortem Financial Group
California
$383K 10,930 -83 -0.8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$372K 10,615 -2,613 -20%
UBS Group
32
UBS Group
Switzerland
$345K 9,851 +139 +1%
MML Investors Services
33
MML Investors Services
Massachusetts
$316K 9,033 +422 +5%
Jane Street
34
Jane Street
New York
$306K 8,730 +8,730 New
WAM
35
Walker Asset Management
Missouri
$282K 8,051 -394 -5%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$245K 6,999 – –
PCH
37
PGIM Custom Harvest
New Jersey
$242K 6,900 -159 -2%
KV
38
Kickstand Ventures
New York
$234K 6,672 -655 -9%
MFP
39
Meridian Financial Partners
Virginia
$215K 6,125 – –
SF
40
Seek First
California
$214K 6,123 +36 +0.6%
BFG
41
Berger Financial Group
Minnesota
$203K 5,788 -1 -0%
ACA
42
Aptus Capital Advisors
Alabama
$201K 5,747 +34 +0.6%
WAT
43
Wealth Advisory Team
Kentucky
$201K 5,747 +5,747 New
PS
44
Principal Securities
Iowa
$188K 5,379 +354 +7%
PTC
45
Private Trust Company
Ohio
$149K 4,266 – –
GWM
46
Geneos Wealth Management
Colorado
$143K 4,081 -4,081 -50%
NP
47
NorthRock Partners
Minnesota
$119K 3,400 – –
Wells Fargo
48
Wells Fargo
California
$103K 2,930 -5,869 -67%
MCM
49
MAI Capital Management
Ohio
$23.8K 680 +495 +268%
BWL
50
Bogart Wealth LLC
Virginia
$11.2K 320 +2 +0.6%
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