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Invesco S&P 500 Equal Weight Real Estate ETF

44 hedge funds and large institutions have $58M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $53.4M → $58M (+$4.61M)

3.41% more ownership

Funds ownership: 53.21%56.63% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 5144 (-7)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
19
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$360K +$17.2K +539 +5%
Bank of America
27
Bank of America
North Carolina
$355K -$7.58K -238 -2%
WAM
28
Walker Asset Management
Missouri
$296K +$15.6K +491 +5%
GWM
29
Geneos Wealth Management
Colorado
$146K -$350 -11 -0.2%
BAM
30
Belpointe Asset Management
Nevada
$97.3K +$83.1K +2,607 +460%
PTC
31
Private Trust Company
Ohio
$90K +$93.6K +2,937 New
APC
32
Aspire Private Capital
North Carolina
$23.3K
ATC
33
Adirondack Trust Company
New York
$17.3K
HI
34
Harbour Investments
Wisconsin
$15.2K
BWL
35
Bogart Wealth LLC
Virginia
$9.17K +$32 +1 +0.3%
FFL
36
Financial Freedom LLC
Ohio
$8.7K
SPIA
37
Steward Partners Investment Advisory
New York
$8.28K
PA
38
Parallel Advisors
California
$4.81K
SWM
39
Spire Wealth Management
Virginia
$2.8K -$2.26M -71,018 -100%
AC
40
AlphaCore Capital
California
$2.27K
EWM
41
EPG Wealth Management
Georgia
$2.05K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.38K +$1.43K +45 New
FGAM
44
Financial Gravity Asset Management
Texas
$782
PCIA
45
Prime Capital Investment Advisors
Kansas
-$2.64M -85,701 Closed
JMPWA
46
JP Morgan Private Wealth Advisors
California
-$2.57M -83,491 Closed
PAMS
47
Pictet Asset Management (Switzerland)
Switzerland
-$1.87M -60,767 Closed
Jane Street
48
Jane Street
New York
-$488K -15,861 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
-$412K -13,388 Closed
CW
50
CreativeOne Wealth
Kansas
-$254K -8,277 Closed

RSPR Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2023, worth a combined $58M — up 8.6% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RSPR and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.26M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $2.64M sold.

  • 44 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $58M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 4 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2023 and 11 closed out, a net change of -7 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $8.26M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2023 was Prime Capital Investment Advisors, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2023.