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Invesco S&P 500 Equal Weight Real Estate ETF

51 hedge funds and large institutions have $55.3M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

4% more funds holding

Funds holding: 4951 (+2)

8.71% less ownership

Funds ownership: 57.06%48.35% (-8.7%)

19% less capital invested

Capital invested by funds: $68M → $55.3M (-$12.7M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
26
Fortem Financial Group
California
$442K -$1.88M -52,423 -82%
Lido Advisors
27
Lido Advisors
California
$410K -$32.8K -916 -8%
UBS Group
28
UBS Group
Switzerland
$374K -$270K -7,560 -43%
Goldman Sachs
29
Goldman Sachs
New York
$364K
WAM
30
Walker Asset Management
Missouri
$319K -$26.3K -736 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$289K +$30K +839 +12%
BFG
32
Berger Financial Group
Minnesota
$284K -$5.44K -152 -2%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$276K +$260K +7,258 New
KV
34
Kickstand Ventures
New York
$271K -$3.51M -98,200 -93%
MFP
35
Meridian Financial Partners
Virginia
$233K
RJA
36
Raymond James & Associates
Florida
$226K +$213K +5,945 New
GM
37
GeoWealth Management
Illinois
$214K +$202K +5,641 New
FFN
38
Focus Financial Network
Minnesota
$210K +$197K +5,516 New
PS
39
Principal Securities
Iowa
$175K +$10.4K +292 +7%
PTC
40
Private Trust Company
Ohio
$162K
GWM
41
Geneos Wealth Management
Colorado
$126K -$8.94K -250 -7%
BWL
42
Bogart Wealth LLC
Virginia
$11.9K +$72 +2 +0.6%
FFL
43
Financial Freedom LLC
Ohio
$10.8K
HI
44
Harbour Investments
Wisconsin
$5.59K -$12.5K -350 -70%
EWM
45
EPG Wealth Management
Georgia
$2.55K +$2.4K +67 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.68K +47 New
FNWA
47
Financial Network Wealth Advisors
Utah
$1.9K +$1.79K +50 New
JP Morgan Chase
48
JP Morgan Chase
New York
$1.6K -$18.5K -518 -93%
FGC
49
Financial Gravity Companies
Texas
$1.22K +$1.15K +32 New
KFI
50
Key Financial Inc
Pennsylvania
$1.18K

RSPR Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q3 2024, worth a combined $55.3M — down 19% from $68M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPR positions and 10 closed out — a net gain of 2 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.25M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $13.5M.

  • 51 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $55.3M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q3 2024, down 19% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q3 2024 and 10 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q3 2024 was Wells Fargo, an estimated $2.25M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q3 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2024.