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Invesco S&P 500 Equal Weight Real Estate ETF
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Overview Fund Activity

57 hedge funds and large institutions have $52.7M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
20
Closed
6
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$1.01M

Top Buyers

1
CMAI
Capital Management Associates Inc
Minnesota
$2.14M
2
IA
IFP Advisors
Florida
$10.8M
3
5SA
5th Street Advisors
Connecticut
$1.03M
4
FFA
Farther Finance Advisors
California
$987K
5
EH
Equitable Holdings
New York
$1.21M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$472K
2
SPC
Sigma Planning Corp
Michigan
$0
3
Wells Fargo
Wells Fargo
California
$314K
4
Osaic Holdings
Osaic Holdings
Arizona
$309K
5
PAG
Private Advisor Group
New Jersey
$980K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
26
Quantinno Capital Management
New York
$363K +$149K +4,171 +70%
UBS Group
27
UBS Group
Switzerland
$347K -$73.8K -2,066 -18%
Wells Fargo
28
Wells Fargo
California
$314K -$592K -16,591 -65%
Osaic Holdings
29
Osaic Holdings
Arizona
$309K -$456K -12,765 -60%
MML Investors Services
30
MML Investors Services
Massachusetts
$308K +$4.22K +118 +1%
BMCM
31
Burns Matteson Capital Management
New York
$308K -$37.2K -1,041 -11%
WAM
32
Walker Asset Management
Missouri
$302K -$2.32K -65 -0.8%
GWM
33
Geneos Wealth Management
Colorado
$291K +$146K +4,081 +100%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$276K +$276K +7,737 New
KV
35
Kickstand Ventures
New York
$262K +$11K +307 +4%
PCH
36
PGIM Custom Harvest
New Jersey
$252K -$29.9K -838 -11%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$250K -$5.96K -167 -2%
MFP
38
Meridian Financial Partners
Virginia
$219K – – –
SF
39
Seek First
California
$217K +$217K +6,087 New
BFG
40
Berger Financial Group
Minnesota
$207K -$5.46K -153 -3%
ACA
41
Aptus Capital Advisors
Alabama
$204K +$1.32K +37 +0.7%
PS
42
Principal Securities
Iowa
$177K – – –
PTC
43
Private Trust Company
Ohio
$152K – – –
NP
44
NorthRock Partners
Minnesota
$121K +$121K +3,400 New
BT
45
Banque Transatlantique
France
$110K +$110K +3,348 New
NWMP
46
Noble Wealth Management PBC
Colorado
$43.7K -$893 -25 -2%
BWL
47
Bogart Wealth LLC
Virginia
$11.4K +$72 +2 +0.6%
FFL
48
Financial Freedom LLC
Ohio
$10.1K – – –
MCM
49
MAI Capital Management
Ohio
$6.61K – – –
CAM
50
Costello Asset Management
Pennsylvania
$5.36K +$5.36K +150 New
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