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Invesco S&P 500 Equal Weight Real Estate ETF

26 hedge funds and large institutions have $18M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

54% more capital invested

Capital invested by funds: $11.6M → $18M (+$6.33M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

13.95% more ownership

Funds ownership: 25.01%38.95% (+14%)

13% more funds holding

Funds holding: 2326 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1
Aveo Capital Partners
Colorado
$8.34M +$3.53M +113,979 +77%
FIM
2
Freedom Investment Management
Connecticut
$1.78M -$280K -9,024 -14%
SAM
3
SignalPoint Asset Management
Missouri
$1.32M -$8.98K -290 -0.7%
SFS
4
Sowell Financial Services
Arkansas
$1.13M +$1.1M +35,444 New
IA
5
IFP Advisors
Florida
$1.09M +$1.06M +34,246 New
Jane Street
6
Jane Street
New York
$740K +$115K +3,710 +19%
Citadel Advisors
7
Citadel Advisors
Florida
$670K +$652K +21,052 New
Bank of America
8
Bank of America
North Carolina
$634K +$89.2K +2,879 +17%
Wells Fargo
9
Wells Fargo
California
$617K +$353K +11,384 +142%
Morgan Stanley
10
Morgan Stanley
New York
$395K +$34.8K +1,122 +10%
FGAM
11
Financial Gravity Asset Management
Texas
$281K -$87.9K -2,838 -24%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$277K +$270K +8,703 New
LPL Financial
13
LPL Financial
California
$266K +$5.89K +190 +2%
GWM
14
Geneos Wealth Management
Colorado
$193K -$46.5K -1,500 -20%
JPLA
15
Joseph P. Lucia & Associates
New York
$176K +$12.2K +395 +8%
UBS Group
16
UBS Group
Switzerland
$14K -$22.6K -728 -62%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$12K -$2.48K -80 -17%
CAL
18
Capital Analysts LLC
Pennsylvania
$10K +$10.7K +345 New
CFB
19
Cullen/Frost Bankers
Texas
$8K
BCI
20
Brinker Capital Investments
Pennsylvania
$7K
FHA
21
Flagship Harbor Advisors
Massachusetts
$5K
TFGT
22
TS Financial Group (TSFG)
Illinois
$5K
FAAS
23
First Allied Advisory Services
California
$5K +$5.24K +169 New
AG
24
Advisor Group
Arizona
$2K
SBL
25
Sargent Bickham Lagudis
Colorado
$2K

RSPR Hedge Fund Activity: Q3 2019 in Review

26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q3 2019, worth a combined $18M — up 54% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RSPR positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Aveo Capital Partners, adding an estimated $3.53M. The largest seller was Goldman Sachs, exiting entirely with an estimated $671K sold.

  • 26 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q3 2019, up from 23 in Q2 2019.
  • Funds reported $18M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q3 2019, up 54% quarter-over-quarter.
  • 6 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q3 2019 and 3 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q3 2019 was Aveo Capital Partners, an estimated $3.53M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q3 2019 was Goldman Sachs, an estimated $671K sold.

Based on aggregated 13F filings for Q3 2019.