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Invesco S&P 500 Equal Weight Real Estate ETF

54 hedge funds and large institutions have $35.7M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7.67% less ownership

Funds ownership: 45.91%38.24% (-7.7%)

13% less funds holding

Funds holding: 6254 (-8)

24% less capital invested

Capital invested by funds: $47M → $35.7M (-$11.4M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$290K -$83.4K -2,419 -22%
PS
27
Principal Securities
Iowa
$288K +$299K +8,665 New
WAM
28
Walker Asset Management
Missouri
$283K +$16.4K +477 +6%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$255K +$5.79K +168 +2%
BMCM
30
Burns Matteson Capital Management
New York
$249K -$645K -18,716 -71%
PCH
31
PGIM Custom Harvest
New Jersey
$229K
MFP
32
Meridian Financial Partners
Virginia
$207K
GWM
33
Geneos Wealth Management
Colorado
$102K -$8.62K -250 -8%
Wells Fargo
34
Wells Fargo
California
$49.3K -$37.5K -1,088 -42%
JP Morgan Chase
35
JP Morgan Chase
New York
$47.9K +$44.6K +1,295 +775%
NWMP
36
Noble Wealth Management PBC
Colorado
$38.2K -$3.45K -100 -8%
HI
37
Harbour Investments
Wisconsin
$27.6K +$23.6K +685 +466%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$23.6K +$7.24K +210 +42%
HI
39
Horizon Investments
North Carolina
$21.9K +$8.27K +240 +57%
BWL
40
Bogart Wealth LLC
Virginia
$10.9K +$138 +4 +1%
KFAS
41
Keating Financial Advisory Services
Kansas
$10.1K
OWP
42
ORG Wealth Partners
Texas
$5.84K +$6.07K +176 New
MCM
43
MAI Capital Management
Ohio
$5.34K -$17.9K -520 -76%
CAM
44
Costello Asset Management
Pennsylvania
$4.98K
KCM
45
Key Capital Management
Tennessee
$4.18K +$4.34K +126 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$3.95K -$1.62K -47 -28%
TPWA
47
Twin Peaks Wealth Advisors
California
$2.16K +$2.24K +65 New
AC
48
AlphaCore Capital
California
$1.63K
KFI
49
Key Financial Inc
Pennsylvania
$1.03K
AWM
50
AE Wealth Management
Kansas
$249 +$241 +7 New