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Invesco S&P 500 Equal Weight Real Estate ETF

19 hedge funds and large institutions have $5.32M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

8% more capital invested

Capital invested by funds: $4.95M → $5.32M (+$377K)

4.03% more ownership

Funds ownership: 25.41%29.44% (+4%)

17% less funds holding

Funds holding: 2319 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.08M +$163K +6,186 +17%
SAM
2
SignalPoint Asset Management
Missouri
$999K -$78.9K -2,993 -7%
Jane Street
3
Jane Street
New York
$732K +$359K +13,596 +92%
FIM
4
Freedom Investment Management
Connecticut
$558K -$100K -3,807 -15%
Bank of America
5
Bank of America
North Carolina
$418K -$54.4K -2,064 -11%
Goldman Sachs
6
Goldman Sachs
New York
$386K +$10K +381 +3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$348K +$355K +13,463 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$268K +$153K +5,785 +126%
GWM
9
Geneos Wealth Management
Colorado
$220K -$32.8K -1,244 -13%
UBS Group
10
UBS Group
Switzerland
$200K +$46.6K +1,766 +30%
Osaic Holdings
11
Osaic Holdings
Arizona
$49K
Morgan Stanley
12
Morgan Stanley
New York
$21K -$28.2K -1,070 -57%
AWA
13
Arkadios Wealth Advisors
Georgia
$18.7K +$158 +6 +0.8%
CAL
14
Capital Analysts LLC
Pennsylvania
$9K
IA
15
IFP Advisors
Florida
$9K
CFB
16
Cullen/Frost Bankers
Texas
$6K
BW
17
Bison Wealth
Georgia
$2K
FHA
18
Flagship Harbor Advisors
Massachusetts
$2K
HR
19
Howe & Rusling
New York
$1K
LPL Financial
20
LPL Financial
California
-$205K -7,867 Closed
KPW
21
Kore Private Wealth
New York
-$164K -6,326 Closed
TFGT
22
TS Financial Group (TSFG)
Illinois
-$4K -157 Closed
JPLA
23
Joseph P. Lucia & Associates
New York
-$3K -125 Closed
OPS
24
Orion Portfolio Solutions
Nebraska
-$1K -31 Closed

RSPR Hedge Fund Activity: Q3 2020 in Review

19 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q3 2020, worth a combined $5.32M — up 7.6% from $4.95M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RSPR and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $359K. The largest seller was LPL Financial, exiting entirely with an estimated $205K sold.

  • 19 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q3 2020, down from 23 in Q2 2020.
  • Funds reported $5.32M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q3 2020, up 7.6% quarter-over-quarter.
  • 1 fund opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q3 2020 and 5 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q3 2020 was Jane Street, an estimated $359K added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q3 2020 was LPL Financial, an estimated $205K sold.

Based on aggregated 13F filings for Q3 2020.