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Invesco S&P 500 Equal Weight Real Estate ETF

23 hedge funds and large institutions have $11.6M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $9.13M → $11.6M (+$2.52M)

0% more funds holding

Funds holding: 2323 (0)

14.94% less ownership

Funds ownership: 39.95%25.01% (-15%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1
Aveo Capital Partners
Colorado
$4.47M +$4.43M +147,687 New
FIM
2
Freedom Investment Management
Connecticut
$1.95M -$205K -6,816 -9%
SAM
3
SignalPoint Asset Management
Missouri
$1.25M +$45.1K +1,503 +4%
Goldman Sachs
4
Goldman Sachs
New York
$671K +$672K +22,405 New
RIA
5
Regal Investment Advisors
Michigan
$585K -$72.8K -2,428 -11%
Jane Street
6
Jane Street
New York
$585K +$586K +19,542 New
Bank of America
7
Bank of America
North Carolina
$510K +$90.3K +3,010 +21%
FGAM
8
Financial Gravity Asset Management
Texas
$349K -$94.6K -3,152 -21%
Morgan Stanley
9
Morgan Stanley
New York
$338K +$60 +2 +0%
LPL Financial
10
LPL Financial
California
$245K
Wells Fargo
11
Wells Fargo
California
$240K -$1.53K -51 -0.6%
GWM
12
Geneos Wealth Management
Colorado
$227K +$17.6K +586 +8%
JPLA
13
Joseph P. Lucia & Associates
New York
$154K -$4.49M -149,794 -97%
UBS Group
14
UBS Group
Switzerland
$35K -$1.74K -58 -5%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$14K -$2.94K -98 -18%
CFB
16
Cullen/Frost Bankers
Texas
$7K
BCI
17
Brinker Capital Investments
Pennsylvania
$6K
FHA
18
Flagship Harbor Advisors
Massachusetts
$5K
TFGT
19
TS Financial Group (TSFG)
Illinois
$5K
SBL
20
Sargent Bickham Lagudis
Colorado
$2K
AG
21
Advisor Group
Arizona
$1K
HR
22
Howe & Rusling
New York
$1K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$1.03M -34,491 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$929K -30,992 Closed
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
+$120 +4 New

RSPR Hedge Fund Activity: Q2 2019 in Review

23 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q2 2019, worth a combined $11.6M — up 28% from $9.13M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RSPR positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $4.43M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $4.49M.

  • 23 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $11.6M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q2 2019, up 28% quarter-over-quarter.
  • 4 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q2 2019 and 2 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q2 2019 was Aveo Capital Partners, an estimated $4.43M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2019.