Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
53 hedge funds and large institutions have $93.8M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
19% more capital invested
Capital invested by funds: $79M → $93.8M (+$14.8M)
13% more funds holding
Funds holding: 47 → 53 (+6)
5.9% more ownership
Funds ownership: 54.7% → 60.61% (+5.9%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$19.7M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.17M |
| 3 |
Morgan Stanley
New York
|
+$2.46M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.07M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$10.3M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.68M |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$1.61M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.27M |
| 5 |
FFG
Fortem Financial Group
Palm Desert,
California
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $2K | +$2.05K | +52 | New |
|
|
FGAM
52
Financial Gravity Asset Management
Lakeway,
Texas
| $1.04K | -$15.1K | -385 | -57% |
|
|
HR
53
Howe & Rusling
Rochester,
New York
| $1K | – | – | – |
|
|
BHWA
54
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| – | -$10.3M | -242,878 | Closed |
|
|
WA
55
WESPAC Advisors
Orinda,
California
| – | -$1.61M | -38,234 | Closed |
|
56
CIBC World Market
Toronto,
Ontario, Canada
| – | -$855K | -20,236 | Closed |
|
|
BAM
57
Belpointe Asset Management
Reno,
Nevada
| – | -$716K | -16,942 | Closed |
|
|
FHC
58
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$336 | -7,974 | Closed |
|
|
FTUS
59
Flow Traders U.S.
New York
| – | -$256K | -6,051 | Closed |
|
|
SG
60
StoneX Group
New York
| – | -$226K | -5,346 | Closed |
|
RSPR Hedge Fund Activity: Q1 2022 in Review
53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2022, worth a combined $93.8M — up 19% from $79M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new RSPR positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $19.7M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $10.3M sold.
- 53 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2022, up from 47 in Q4 2021.
- Funds reported $93.8M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2022, up 19% quarter-over-quarter.
- 15 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2022 and 7 closed out, a net change of +8 holders.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $19.7M added.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2022 was Beacon Harbor Wealth Advisors, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2022.