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Invesco S&P 500 Equal Weight Real Estate ETF

20 hedge funds and large institutions have $5.29M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $4.75M → $5.29M (+$538K)

3.4% more ownership

Funds ownership: 28.71%32.11% (+3.4%)

13% less funds holding

Funds holding: 2320 (-3)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
SignalPoint Asset Management
Missouri
$1.1M -$49.7K -1,780 -4%
FI
2
FormulaFolio Investments
Michigan
$887K +$904K +32,385 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$837K +$222K +7,938 +35%
Bank of America
4
Bank of America
North Carolina
$460K +$142K +5,074 +43%
FIM
5
Freedom Investment Management
Connecticut
$440K -$11.9K -428 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$439K -$530 -19 -0.1%
Jane Street
7
Jane Street
New York
$385K +$82.4K +2,954 +27%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$274K +$279K +10,000 New
UBS Group
9
UBS Group
Switzerland
$85K +$12.1K +435 +16%
AF
10
Advisornet Financial
Minnesota
$75K
IA
11
IFP Advisors
Florida
$70K -$233K -8,348 -77%
Wells Fargo
12
Wells Fargo
California
$69K -$686K -24,573 -91%
Morgan Stanley
13
Morgan Stanley
New York
$47K -$20.8K -744 -30%
HR
14
Howe & Rusling
New York
$39K
ML
15
McAdam LLC
Pennsylvania
$37K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$20K -$27.8K -996 -59%
BCI
17
Brinker Capital Investments
Pennsylvania
$6K
OIA
18
OneDigital Investment Advisors
Kansas
$6K +$6.59K +236 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$5K
WF
20
WealthTrust Fairport
Ohio
$5K
FANJ
21
Financial Architects (New Jersey)
New Jersey
-$37K -1,325 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$5K -172 Closed
AG
23
Advisor Group
Arizona
-$4K -150 Closed
AF
24
Allworth Financial
California
-$2K -55 Closed

RSPR Hedge Fund Activity: Q3 2018 in Review

20 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q3 2018, worth a combined $5.29M — up 11% from $4.75M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RSPR and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $904K. The largest seller was Wells Fargo, cutting an estimated $686K.

  • 20 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q3 2018, down from 23 in Q2 2018.
  • Funds reported $5.29M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 3 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q3 2018 and 6 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q3 2018 was FormulaFolio Investments, an estimated $904K added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q3 2018 was Wells Fargo, an estimated $686K sold.

Based on aggregated 13F filings for Q3 2018.