Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
52 hedge funds and large institutions have $58.6M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $42.8M → $58.6M (+$15.8M)
27% more funds holding
Funds holding: 41 → 52 (+11)
4.38% more ownership
Funds ownership: 54.39% → 58.77% (+4.4%)
50% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$2.67M |
| 2 |
Morgan Stanley
New York
|
+$1.94M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.92M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.61M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.26M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.72M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$449K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$287K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$199K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $67 | +$60 | +2 | New |
|
|
AF
52
Allworth Financial
Folsom,
California
| $31 | – | – | – |
|
|
53
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$1.72M | -60,264 | Closed |
|
|
ATC
54
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$16.2K | -565 | Closed |
|
55
Simplex Trading
Chicago,
Illinois
| – | -$11K | -390 | Closed |
|
|
SPIA
56
Steward Partners Investment Advisory
New York
| – | -$7.73K | -270 | Closed |
|
RSPR Hedge Fund Activity: Q4 2023 in Review
52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2023, worth a combined $58.6M — up 37% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new RSPR positions and 4 closed out — a net gain of 11 holders — while 10 added to existing stakes and 20 trimmed.
The largest buyer was Interactive Financial Advisors, adding an estimated $2.67M. The largest seller was IFP Advisors, cutting an estimated $3.26M.
- 52 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2023, up from 41 in Q3 2023.
- Funds reported $58.6M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 15 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2023 was Interactive Financial Advisors, an estimated $2.67M added.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2023 was IFP Advisors, an estimated $3.26M sold.
Based on aggregated 13F filings for Q4 2023.