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Invesco S&P 500 Equal Weight Real Estate ETF

50 hedge funds and large institutions have $68.3M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $58.6M → $68.3M (+$9.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.21% less ownership

Funds ownership: 58.77%58.55% (-0.21%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

4% less funds holding

Funds holding: 5250 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
16
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$401K -$24.5K -763 -6%
MML Investors Services
27
MML Investors Services
Massachusetts
$396K -$676 -21 -0.2%
Bank of America
28
Bank of America
North Carolina
$372K +$94.6K +2,942 +35%
UBS Group
29
UBS Group
Switzerland
$338K -$6.31K -196 -2%
Goldman Sachs
30
Goldman Sachs
New York
$315K
WAM
31
Walker Asset Management
Missouri
$300K +$869 +27 +0.3%
GM
32
GeoWealth Management
Illinois
$261K -$92.3K -2,870 -27%
PS
33
Principal Securities
Iowa
$142K +$4.6K +143 +3%
GWM
34
Geneos Wealth Management
Colorado
$133K -$4.83K -150 -4%
PTC
35
Private Trust Company
Ohio
$96.5K
RFG
36
RFP Financial Group
Georgia
$50.7K +$49.7K +1,544 New
HI
37
Harbour Investments
Wisconsin
$16.3K
BWL
38
Bogart Wealth LLC
Virginia
$10.2K +$64 +2 +0.6%
FFL
39
Financial Freedom LLC
Ohio
$9.32K
JP Morgan Chase
40
JP Morgan Chase
New York
$7.95K +$7.79K +242 New
FGAM
41
Financial Gravity Asset Management
Texas
$3.35K +$1.67K +52 +104%
IPW
42
Impact Partnership Wealth
Georgia
$3.29K
EWM
43
EPG Wealth Management
Georgia
$2.2K
Simplex Trading
44
Simplex Trading
Illinois
$2K +$2.7K +84 New
APC
45
Aspire Private Capital
North Carolina
$1.58K -$32 -1 -2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.48K -$290 -9 -17%
SA
47
Scarborough Advisors
Maryland
$1.08K
KFI
48
Key Financial Inc
Pennsylvania
$1.02K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$66
AF
50
Allworth Financial
California
$31

RSPR Hedge Fund Activity: Q1 2024 in Review

50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2024, worth a combined $68.3M — up 17% from $58.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPR and 7 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.49M. The largest seller was Interactive Financial Advisors, cutting an estimated $2.88M.

  • 50 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2024, down from 52 in Q4 2023.
  • Funds reported $68.3M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2024 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $5.49M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2024 was Interactive Financial Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2024.