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Invesco S&P 500 Equal Weight Real Estate ETF

52 hedge funds and large institutions have $58.6M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 20 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

37% more capital invested

Capital invested by funds: $42.8M → $58.6M (+$15.8M)

27% more funds holding

Funds holding: 4152 (+11)

4.38% more ownership

Funds ownership: 54.39%58.77% (+4.4%)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
10
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$319K
WAM
27
Walker Asset Management
Missouri
$303K -$11.4K -383 -4%
RJA
28
Raymond James & Associates
Florida
$287K -$12.8K -430 -5%
Bank of America
29
Bank of America
North Carolina
$279K -$17.3K -581 -6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$270K +$242K +8,116 New
FIM
31
Freedom Investment Management
Connecticut
$239K -$17.3K -580 -7%
Jane Street
32
Jane Street
New York
$233K +$209K +6,997 New
GWM
33
Geneos Wealth Management
Colorado
$140K -$5.96K -200 -5%
PS
34
Principal Securities
Iowa
$139K +$125K +4,177 New
PTC
35
Private Trust Company
Ohio
$97.7K
HI
36
Harbour Investments
Wisconsin
$16.5K
SMA
37
Sage Mountain Advisors
Georgia
$14.8K +$13.3K +446 New
BWL
38
Bogart Wealth LLC
Virginia
$10.2K +$60 +2 +0.7%
FFL
39
Financial Freedom LLC
Ohio
$9.44K
FFA
40
Frazier Financial Advisors
Ohio
$7.2K +$6.47K +217 New
HPC
41
HM Payson & Co
Maine
$6.16K +$5.52K +185 New
IPW
42
Impact Partnership Wealth
Georgia
$3.33K
EWM
43
EPG Wealth Management
Georgia
$2.07K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.8K +$268 +9 +20%
APC
45
Aspire Private Capital
North Carolina
$1.63K -$6.29K -211 -81%
FGAM
46
Financial Gravity Asset Management
Texas
$1.49K +$745 +25 +100%
SA
47
Scarborough Advisors
Maryland
$1.1K +$984 +33 New
KFI
48
Key Financial Inc
Pennsylvania
$1.03K +$924 +31 New
AC
49
AlphaCore Capital
California
$832 +$745 +25 New
PPWM
50
PFG Private Wealth Management
Florida
$200 +$179 +6 New

RSPR Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2023, worth a combined $58.6M — up 37% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPR positions and 4 closed out — a net gain of 11 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Interactive Financial Advisors, adding an estimated $2.67M. The largest seller was IFP Advisors, cutting an estimated $3.26M.

  • 52 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $58.6M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2023 was Interactive Financial Advisors, an estimated $2.67M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2023 was IFP Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2023.