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Invesco S&P 500 Equal Weight Real Estate ETF

28 hedge funds and large institutions have $14.2M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

8% more funds holding

Funds holding: 2628 (+2)

0.66% more ownership

Funds ownership: 38.95%39.62% (+0.66%)

21% less capital invested

Capital invested by funds: $18M → $14.2M (-$3.82M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
10
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Niemann Capital Management
Nevada
$2.4M +$2.41M +76,533 New
SFSG
2
Sound Financial Strategies Group
Mississippi
$2.03M +$2.03M +64,537 New
FIM
3
Freedom Investment Management
Connecticut
$1.48M -$285K -9,057 -16%
Jane Street
4
Jane Street
New York
$1.4M +$673K +21,399 +92%
SAM
5
SignalPoint Asset Management
Missouri
$1.29M -$13.9K -442 -1%
IA
6
IFP Advisors
Florida
$1.04M -$23.9K -760 -2%
Wells Fargo
7
Wells Fargo
California
$991K +$382K +12,143 +63%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$655K +$656K +20,851 New
Bank of America
9
Bank of America
North Carolina
$613K -$12.2K -389 -2%
RIA
10
Regal Investment Advisors
Michigan
$613K +$614K +19,506 New
Morgan Stanley
11
Morgan Stanley
New York
$402K +$12.2K +387 +3%
UBS Group
12
UBS Group
Switzerland
$325K +$312K +9,905 +2,187%
LPL Financial
13
LPL Financial
California
$278K +$15K +478 +6%
GWM
14
Geneos Wealth Management
Colorado
$219K +$29.4K +935 +15%
JPLA
15
Joseph P. Lucia & Associates
New York
$213K +$38.8K +1,234 +22%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$92K +$80.4K +2,555 +669%
FGAM
17
Financial Gravity Asset Management
Texas
$31K -$110K -3,483 -39%
CAL
18
Capital Analysts LLC
Pennsylvania
$19K +$7.86K +250 +72%
ASN
19
Advisory Services Network
Georgia
$17K +$17.1K +543 New
BW
20
Bison Wealth
Georgia
$11K +$11.4K +362 New
AWA
21
Arkadios Wealth Advisors
Georgia
$9.5K +$9.06K +288 New
CFB
22
Cullen/Frost Bankers
Texas
$8K
BCI
23
Brinker Capital Investments
Pennsylvania
$7K
FHA
24
Flagship Harbor Advisors
Massachusetts
$6K
TFGT
25
TS Financial Group (TSFG)
Illinois
$5K

RSPR Hedge Fund Activity: Q4 2019 in Review

28 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2019, worth a combined $14.2M — down 21% from $18M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RSPR positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $2.41M. The largest seller was Aveo Capital Partners, exiting entirely with an estimated $8.34M sold.

  • 28 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2019, up from 26 in Q3 2019.
  • Funds reported $14.2M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2019, down 21% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2019 and 5 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2019 was Niemann Capital Management, an estimated $2.41M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2019 was Aveo Capital Partners, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2019.