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Invesco S&P 500 Equal Weight Real Estate ETF

23 hedge funds and large institutions have $9.83M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

12% more capital invested

Capital invested by funds: $8.74M → $9.83M (+$1.08M)

10% more funds holding

Funds holding: 2123 (+2)

7% more ownership

Funds ownership: 27.69%34.7% (+7%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.74M +$28.3K +1,062 +1%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.67M +$76.4K +2,866 +5%
SAM
3
SignalPoint Asset Management
Missouri
$1.49M +$987K +37,044 +205%
Morgan Stanley
4
Morgan Stanley
New York
$1.08M +$743K +27,881 +227%
Wells Fargo
5
Wells Fargo
California
$748K +$625K +23,470 +547%
Citadel Advisors
6
Citadel Advisors
Florida
$353K -$1.47M -55,147 -81%
FIM
7
Freedom Investment Management
Connecticut
$327K +$70.5K +2,645 +28%
HR
8
Howe & Rusling
New York
$274K -$14.4K -542 -5%
UBS Group
9
UBS Group
Switzerland
$235K -$297K -11,146 -56%
Jane Street
10
Jane Street
New York
$213K +$210K +7,901 New
SCA
11
Snowden Capital Advisors
New York
$208K +$205K +7,702 New
FANJ
12
Financial Architects (New Jersey)
New Jersey
$109K -$14.4K -540 -12%
Bank of America
13
Bank of America
North Carolina
$99K -$64.7K -2,430 -40%
ASN
14
Advisory Services Network
Georgia
$87K +$85.5K +3,209 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$77K -$27.8K -1,045 -27%
LCM
16
Liberty Capital Management
Michigan
$50K
BCI
17
Brinker Capital Investments
Pennsylvania
$28K -$41.1K -1,542 -60%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$28K -$400 -15 -1%
IA
19
IFP Advisors
Florida
$8K
BFEC
20
Benjamin F. Edwards & Company
Missouri
$3K
SBL
21
Sargent Bickham Lagudis
Colorado
$1K +$1.39K +52 New
LFG
22
LifePlan Financial Group
Ohio
-$241K -9,149 Closed
TRCT
23
Tower Research Capital (TRC)
New York
+$266 +10 New

RSPR Hedge Fund Activity: Q1 2017 in Review

23 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2017, worth a combined $9.83M — up 12% from $8.74M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSPR positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was SignalPoint Asset Management, adding an estimated $987K. The largest seller was Citadel Advisors, cutting an estimated $1.47M.

  • 23 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2017, up from 21 in Q4 2016.
  • Funds reported $9.83M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2017 and 2 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2017 was SignalPoint Asset Management, an estimated $987K added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2017 was Citadel Advisors, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2017.