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Invesco S&P 500 Equal Weight Real Estate ETF

44 hedge funds and large institutions have $46M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

8.67% less ownership

Funds ownership: 56.63%47.96% (-8.7%)

21% less capital invested

Capital invested by funds: $58M → $46M (-$12M)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
10
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$287K -$72.7K -2,388 -21%
Goldman Sachs
27
Goldman Sachs
New York
$285K +$278K +9,127 New
GWM
28
Geneos Wealth Management
Colorado
$138K -$11.3K -371 -8%
PTC
29
Private Trust Company
Ohio
$91.9K
IA
30
IFP Advisors
Florida
$36.5K -$5.27M -173,150 -99%
APC
31
Aspire Private Capital
North Carolina
$25.6K +$1.74K +57 +8%
PG
32
Prostatis Group
Maryland
$20.7K +$705K +23,167 New
ATC
33
Adirondack Trust Company
New York
$18.1K
HI
34
Harbour Investments
Wisconsin
$15.5K
BWL
35
Bogart Wealth LLC
Virginia
$9.48K +$122 +4 +1%
FFL
36
Financial Freedom LLC
Ohio
$8.87K
SPIA
37
Steward Partners Investment Advisory
New York
$8.45K
FGAM
38
Financial Gravity Asset Management
Texas
$7.59K
PA
39
Parallel Advisors
California
$4.91K
AC
40
AlphaCore Capital
California
$2.31K
EWM
41
EPG Wealth Management
Georgia
$2.1K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$1.41K
AF
44
Allworth Financial
California
$29 +$30 +1 New
SIS
45
Sound Income Strategies
Florida
-$1.33M -43,480 Closed
Truist Financial
46
Truist Financial
North Carolina
-$383K -12,489 Closed
BAM
47
Belpointe Asset Management
Nevada
-$97.3K -3,174 Closed
SWM
48
Spire Wealth Management
Virginia
-$2.8K -91 Closed

RSPR Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q2 2023, worth a combined $46M — down 21% from $58M a quarter earlier.

Fund positioning in RSPR was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.64M. The largest seller was IFP Advisors, cutting an estimated $5.27M.

  • 44 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $46M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q2 2023, down 21% quarter-over-quarter.
  • 4 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $2.64M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q2 2023 was IFP Advisors, an estimated $5.27M sold.

Based on aggregated 13F filings for Q2 2023.