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Invesco S&P 500 Equal Weight Real Estate ETF

25 hedge funds and large institutions have $8.93M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

39% more funds holding

Funds holding: 1825 (+7)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $7.78M → $8.93M (+$1.14M)

7.73% more ownership

Funds ownership: 30.11%37.85% (+7.7%)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
6
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
$2.79M +$84 +3 +0%
Wells Fargo
2
Wells Fargo
California
$1.82M +$781K +27,995 +74%
SAM
3
SignalPoint Asset Management
Missouri
$1.45M -$41.7K -1,494 -3%
Jane Street
4
Jane Street
New York
$562K +$565K +20,250 New
FIM
5
Freedom Investment Management
Connecticut
$442K +$19.8K +709 +5%
Morgan Stanley
6
Morgan Stanley
New York
$368K -$483K -17,307 -57%
UBS Group
7
UBS Group
Switzerland
$340K +$9.12K +327 +3%
IA
8
IFP Advisors
Florida
$314K +$307K +11,000 +3,704%
SCA
9
Snowden Capital Advisors
New York
$244K +$7.58K +272 +3%
ASN
10
Advisory Services Network
Georgia
$86K -$1.76K -63 -2%
Bank of America
11
Bank of America
North Carolina
$80K +$195 +7 +0.2%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$77K
HR
13
Howe & Rusling
New York
$58K -$12K -432 -17%
AF
14
Advisornet Financial
Minnesota
$56K +$55.8K +2,000 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$49K -$139 -5 -0.3%
LCM
16
Liberty Capital Management
Michigan
$49K
FGC
17
Financial Gravity Companies
Texas
$30K +$31.2K +1,118 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$28K
SWM
19
SeaCrest Wealth Management
New York
$28K +$27.7K +992 New
MOS
20
MGO One Seven
Ohio
$15K +$14.9K +535 New
AWA
21
Acorn Wealth Advisors
Michigan
$15K +$15.9K +570 New
FAAS
22
First Allied Advisory Services
California
$14K +$14K +503 New
BCI
23
Brinker Capital Investments
Pennsylvania
$6K -$7.61K -273 -56%
AG
24
Advisor Group
Arizona
$4K +$4.18K +150 New
SPI
25
Santori & Peters Inc
Pennsylvania
$1K +$1.9K +68 New

RSPR Hedge Fund Activity: Q4 2017 in Review

25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2017, worth a combined $8.93M — up 15% from $7.78M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RSPR positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $781K. The largest seller was Morgan Stanley, cutting an estimated $483K.

  • 25 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $8.93M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2017 was Wells Fargo, an estimated $781K added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2017 was Morgan Stanley, an estimated $483K sold.

Based on aggregated 13F filings for Q4 2017.