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Invesco S&P 500 Equal Weight Real Estate ETF

24 hedge funds and large institutions have $10.3M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

93% more capital invested

Capital invested by funds: $5.32M → $10.3M (+$4.96M)

26% more funds holding

Funds holding: 1924 (+5)

18.89% more ownership

Funds ownership: 29.44%48.33% (+19%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1
Oxinas Partners Wealth Management
Indiana
$1.99M +$1.91M +68,427 New
Wells Fargo
2
Wells Fargo
California
$1.41M +$185K +6,647 +16%
JIR
3
James Investment Research
Ohio
$1.24M +$1.18M +42,475 New
IA
4
IFP Advisors
Florida
$1.12M +$1.07M +38,257 +10,453%
SAM
5
SignalPoint Asset Management
Missouri
$1.11M -$16.1K -579 -1%
PCH
6
PGIM Custom Harvest
New Jersey
$795K +$760K +27,288 New
FIM
7
Freedom Investment Management
Connecticut
$526K -$97.5K -3,501 -16%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$488K +$92.2K +3,309 +25%
Bank of America
9
Bank of America
North Carolina
$396K -$72.3K -2,595 -16%
KFS
10
Kaizen Financial Strategies
California
$393K +$376K +13,500 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$243K -$56.7K -2,037 -20%
WCA
12
Windsor Creek Advisors
Vermont
$213K +$203K +7,300 New
GWM
13
Geneos Wealth Management
Colorado
$155K -$109K -3,925 -45%
Morgan Stanley
14
Morgan Stanley
New York
$96K +$69.1K +2,480 +309%
Osaic Holdings
15
Osaic Holdings
Arizona
$54K -$1.75K -63 -3%
AWA
16
Arkadios Wealth Advisors
Georgia
$20K +$167 +6 +0.8%
CAL
17
Capital Analysts LLC
Pennsylvania
$10K
APA
18
American Portfolios Advisors
New York
$8.15K +$7.8K +280 New
CFB
19
Cullen/Frost Bankers
Texas
$7K
FGAM
20
Financial Gravity Asset Management
Texas
$7K +$7.1K +255 New
UBS Group
21
UBS Group
Switzerland
$6K -$209K -7,504 -97%
BW
22
Bison Wealth
Georgia
$2K
HR
23
Howe & Rusling
New York
$1K
Jane Street
24
Jane Street
New York
-$732K -28,304 Closed
Goldman Sachs
25
Goldman Sachs
New York
-$386K -14,918 Closed

RSPR Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2020, worth a combined $10.3M — up 93% from $5.32M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSPR positions and 3 closed out — a net gain of 5 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was James Investment Research, opening a new position worth an estimated $1.18M. The largest seller was Jane Street, exiting entirely with an estimated $732K sold.

  • 24 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $10.3M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2020, up 93% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2020 was James Investment Research, an estimated $1.18M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2020 was Jane Street, an estimated $732K sold.

Based on aggregated 13F filings for Q4 2020.