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Invesco S&P 500 Equal Weight Real Estate ETF

51 hedge funds and large institutions have $53.4M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

4% more funds holding

Funds holding: 4951 (+2)

4.74% less ownership

Funds ownership: 57.95%53.21% (-4.7%)

17% less capital invested

Capital invested by funds: $64.6M → $53.4M (-$11.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
20
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$374K -$15.9K -515 -4%
Bank of America
27
Bank of America
North Carolina
$363K -$59.7K -1,936 -14%
GRP
28
Global Retirement Partners
California
$350K +$7.15K +232 +2%
UBS Group
29
UBS Group
Switzerland
$285K +$95K +3,081 +50%
WAM
30
Walker Asset Management
Missouri
$282K
CW
31
CreativeOne Wealth
Kansas
$254K +$255K +8,277 New
MCC
32
Money Concepts Capital
Florida
$169K +$6.54K +212 +4%
GWM
33
Geneos Wealth Management
Colorado
$147K +$17.4K +563 +13%
IA
34
IFP Advisors
Florida
$43K -$5.38M -174,589 -99%
RFA
35
Resurgent Financial Advisors
Georgia
$30.8K +$30.8K +1,000 New
APC
36
Aspire Private Capital
North Carolina
$23.4K +$6.26K +203 +36%
BAM
37
Belpointe Asset Management
Nevada
$17.4K +$17.5K +567 New
ATC
38
Adirondack Trust Company
New York
$17.4K
HI
39
Harbour Investments
Wisconsin
$15.3K +$15.3K +497 New
NA
40
NewEdge Advisors
Louisiana
$14.3K +$14.4K +466 New
FGAM
41
Financial Gravity Asset Management
Texas
$10.7K -$5.52K -179 -85%
BWL
42
Bogart Wealth LLC
Virginia
$9.17K +$31 +1 +0.3%
FFL
43
Financial Freedom LLC
Ohio
$8.72K +$8.76K +284 New
SPIA
44
Steward Partners Investment Advisory
New York
$8.3K +$1.29K +42 +18%
PA
45
Parallel Advisors
California
$4.83K +$2.5K +81 +107%
AC
46
AlphaCore Capital
California
$2.28K
EWM
47
EPG Wealth Management
Georgia
$2.06K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$2K
PAG
49
Private Advisor Group
New Jersey
$480 -$8.85K -287 -2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$31 +$31 +1 New

RSPR Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2022, worth a combined $53.4M — down 17% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RSPR positions and 7 closed out — a net gain of 3 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $2.64M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $14.4M.

  • 51 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2022, up from 49 in Q3 2022.
  • Funds reported $53.4M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2022, down 17% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2022 and 7 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2022 was Prime Capital Investment Advisors, an estimated $2.64M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2022 was JP Morgan Private Wealth Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.