Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
44 hedge funds and large institutions have $58M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 11 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
9% more capital invested
Capital invested by funds: $53.4M → $58M (+$4.61M)
3.41% more ownership
Funds ownership: 53.21% → 56.63% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less funds holding
Funds holding: 51 → 44 (-7)
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.26M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.51M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.92M |
| 4 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$765K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.64M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.57M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$2.26M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$1.87M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$993K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
51
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$169K | -5,505 | Closed |
|
|
RFA
52
Resurgent Financial Advisors
Atlanta,
Georgia
| – | -$30.8K | -1,000 | Closed |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| – | -$14.3K | -466 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$31 | -1 | Closed |
|
RSPR Hedge Fund Activity: Q1 2023 in Review
44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2023, worth a combined $58M — up 8.6% from $53.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of RSPR and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 19 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.26M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $2.64M sold.
- 44 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2023, down from 51 in Q4 2022.
- Funds reported $58M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2023 and 11 closed out, a net change of -7 holders.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $8.26M added.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2023 was Prime Capital Investment Advisors, an estimated $2.64M sold.
Based on aggregated 13F filings for Q1 2023.