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Invesco S&P 500 Equal Weight Real Estate ETF
RSPR

47 hedge funds and large institutions have $79M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

58% more capital invested

Capital invested by funds: $50M → $79M (+$28.9M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

27% more funds holding

Funds holding: 37 → 47 (+10)

2.37% less ownership

Funds ownership: 57.07% → 54.7% (-2.4%)

Holders
47
Holders Change
+10
Holders Change %
+27.03%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
17
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$9.61M
2
SAM
Synergy Asset Management
Washington
+$5.44M
3
Wells Fargo
Wells Fargo
California
+$3.23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.56M
5
Morgan Stanley
Morgan Stanley
New York
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$5.05M
2
Jane Street
Jane Street
New York
-$1.22M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$579K
4
SAM
SignalPoint Asset Management
Missouri
-$356K
5
GRP
Global Retirement Partners
California
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
26
NFP Retirement Inc
California
$471K +$441K +11,138 New
Bank of America
27
Bank of America
North Carolina
$438K +$34.5K +872 +9%
CRCM
28
Corbett Road Capital Management
Virginia
$267K +$1.54K +39 +0.6%
FTUS
29
Flow Traders U.S.
New York
$256K +$239K +6,051 New
SG
30
StoneX Group
New York
$226K +$211K +5,346 New
AB
31
Atlas Brown
Kentucky
$218K +$204K +5,155 New
Jane Street
32
Jane Street
New York
$210K -$1.22M -30,872 -86%
GWM
33
Geneos Wealth Management
Colorado
$199K – – –
AF
34
Advisornet Financial
Minnesota
$183K +$171K +4,325 New
APA
35
American Portfolios Advisors
New York
$174K +$12.3K +311 +8%
UBS Group
36
UBS Group
Switzerland
$145K -$113K -2,849 -45%
HI
37
Harbour Investments
Wisconsin
$51K -$36K -909 -43%
MCC
38
Money Concepts Capital
Florida
$34K +$31.6K +800 New
Simplex Trading
39
Simplex Trading
Illinois
$25K +$24K +607 New
CFB
40
Cullen/Frost Bankers
Texas
$11K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$10K – – –
PA
42
Parallel Advisors
California
$6K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$4K +$3.52K +89 New
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$2.68K – – –
FGAM
45
Financial Gravity Asset Management
Texas
$1.7K +$25.4K +643 +2,217%
HR
46
Howe & Rusling
New York
$1K – – –
FHC
47
First Heartland Consultants
Missouri
$336 -$5.05M -127,700 -94%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$579K -15,732 Closed
GRP
49
Global Retirement Partners
California
– -$338K -9,187 Closed
KPW
50
Kore Private Wealth
New York
– -$239K -6,497 Closed
1
2
3

RSPR Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2021, worth a combined $79M — up 58% from $50M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPR positions and 4 closed out — a net gain of 11 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $9.61M. The largest seller was First Heartland Consultants, cutting an estimated $5.05M.

  • 47 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $79M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2021, up 58% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2021 was Beacon Harbor Wealth Advisors, an estimated $9.61M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2021 was First Heartland Consultants, an estimated $5.05M sold.

Based on aggregated 13F filings for Q4 2021.