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Invesco S&P 500 Equal Weight Real Estate ETF
RSPR

49 hedge funds and large institutions have $68M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $68.3M → $68M (-$324K)

1.49% less ownership

Funds ownership: 58.55% → 57.06% (-1.5%)

2% less funds holding

Funds holding: 50 → 49 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
18
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NWM
Napa Wealth Management
California
+$2.8M
2
IA
IFP Advisors
Florida
+$1.59M
3
WEG
World Equity Group
Illinois
+$1.11M
4
AI
Atria Investments
North Carolina
+$1.1M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$747K

Top Sellers

Rank Fund Capital Flow
1
SF
Schaeffer Financial
Maryland
-$6.13M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$962K
3
Osaic Holdings
Osaic Holdings
Arizona
-$794K
4
OPWM
Oxinas Partners Wealth Management
Indiana
-$762K
5
CAL
Capital Analysts LLC
Pennsylvania
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$426K +$25.6K +801 +7%
Bank of America
27
Bank of America
North Carolina
$384K +$12.6K +395 +3%
Lido Advisors
28
Lido Advisors
California
$383K -$34.4K -1,079 -8%
Goldman Sachs
29
Goldman Sachs
New York
$314K – – –
WAM
30
Walker Asset Management
Missouri
$298K -$287 -9 -0.1%
EWM
31
Executive Wealth Management
Michigan
$267K +$260K +8,150 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$253K +$247K +7,731 New
BFG
33
Berger Financial Group
Minnesota
$249K -$162K -5,088 -40%
MML Investors Services
34
MML Investors Services
Massachusetts
$222K -$168K -5,271 -44%
MFP
35
Meridian Financial Partners
Virginia
$211K +$195K +6,125 New
PS
36
Principal Securities
Iowa
$141K -$255 -8 -0.2%
PTC
37
Private Trust Company
Ohio
$140K +$42.4K +1,329 +45%
GWM
38
Geneos Wealth Management
Colorado
$116K -$16K -500 -12%
RFG
39
RFP Financial Group
Georgia
$50.5K – – –
CAL
40
Capital Analysts LLC
Pennsylvania
$42K -$743K -23,292 -95%
JP Morgan Chase
41
JP Morgan Chase
New York
$18.3K +$10.1K +318 +131%
HI
42
Harbour Investments
Wisconsin
$16.3K – – –
BWL
43
Bogart Wealth LLC
Virginia
$10.2K +$64 +2 +0.6%
FFL
44
Financial Freedom LLC
Ohio
$9.29K – – –
EWA
45
EverSource Wealth Advisors
Alabama
$9.02K +$8.27K +259 New
EWM
46
EPG Wealth Management
Georgia
$2.19K -$2.14K -67 Closed
SA
47
Scarborough Advisors
Maryland
$1.08K – – –
KFI
48
Key Financial Inc
Pennsylvania
$1.01K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$491 +$415 +13 +650%
AF
50
Allworth Financial
California
$33 – – –
1
2
3

RSPR Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q2 2024, worth a combined $68M — down 0.47% from $68.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPR and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 18 added.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $2.8M. The largest seller was Schaeffer Financial, exiting entirely with an estimated $6.13M sold.

  • 49 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q2 2024, down from 50 in Q1 2024.
  • Funds reported $68M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q2 2024, down 0.47% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q2 2024 and 9 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q2 2024 was Napa Wealth Management, an estimated $2.8M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q2 2024 was Schaeffer Financial, an estimated $6.13M sold.

Based on aggregated 13F filings for Q2 2024.