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Invesco S&P 500 Equal Weight Real Estate ETF

23 hedge funds and large institutions have $9.13M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more capital invested

Capital invested by funds: $4.22M → $9.13M (+$4.91M)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

21% more funds holding

Funds holding: 1923 (+4)

18.44% more ownership

Funds ownership: 21.51%39.95% (+18%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$2.15M +$1.65M +57,656 +405%
SAM
2
SignalPoint Asset Management
Missouri
$1.21M -$3.94K -138 -0.3%
IA
3
IFP Advisors
Florida
$1.15M +$1.07M +37,435 +3,431%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M +$985K +34,491 New
Citadel Advisors
5
Citadel Advisors
Florida
$929K +$409K +14,341 +86%
RIA
6
Regal Investment Advisors
Michigan
$658K +$627K +21,965 New
FGAM
7
Financial Gravity Asset Management
Texas
$444K +$423K +14,813 New
Bank of America
8
Bank of America
North Carolina
$420K -$18.6K -653 -4%
Morgan Stanley
9
Morgan Stanley
New York
$338K +$276K +9,658 +594%
LPL Financial
10
LPL Financial
California
$245K +$233K +8,168 New
Wells Fargo
11
Wells Fargo
California
$242K +$40.7K +1,427 +22%
GWM
12
Geneos Wealth Management
Colorado
$210K +$186K +6,515 +1,303%
UBS Group
13
UBS Group
Switzerland
$37K +$35.4K +1,239 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$17K -$7.94K -278 -33%
BCI
15
Brinker Capital Investments
Pennsylvania
$7K
CFB
16
Cullen/Frost Bankers
Texas
$7K +$7.14K +250 New
JPLA
17
Joseph P. Lucia & Associates
New York
$5.14K +$4.42M +154,934 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$5K
WF
19
WealthTrust Fairport
Ohio
$5K
TFGT
20
TS Financial Group (TSFG)
Illinois
$5K +$4.48K +157 New
SBL
21
Sargent Bickham Lagudis
Colorado
$2K
HR
22
Howe & Rusling
New York
$1K -$857 -30 -53%
AG
23
Advisor Group
Arizona
$1K
FI
24
FormulaFolio Investments
Michigan
-$887K -32,385 Closed
HighTower Advisors
25
HighTower Advisors
Illinois
-$467K -18,115 Closed

RSPR Hedge Fund Activity: Q1 2019 in Review

23 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2019, worth a combined $9.13M — up 116% from $4.22M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSPR positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Freedom Investment Management, adding an estimated $1.65M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $887K sold.

  • 23 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2019, up from 19 in Q4 2018.
  • Funds reported $9.13M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2019, up 116% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2019 and 4 closed out, a net change of +4 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2019 was Freedom Investment Management, an estimated $1.65M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2019 was FormulaFolio Investments, an estimated $887K sold.

Based on aggregated 13F filings for Q1 2019.