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Invesco S&P 500 Equal Weight Real Estate ETF

24 hedge funds and large institutions have $15.5M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $10.3M → $15.5M (+$5.24M)

6.69% more ownership

Funds ownership: 48.33%55.02% (+6.7%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1
Oxinas Partners Wealth Management
Indiana
$3.42M +$1.14M +36,972 +54%
Wells Fargo
2
Wells Fargo
California
$1.65M +$71.2K +2,313 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.55M +$1.36M +44,337 +1,351%
JIR
4
James Investment Research
Ohio
$1.36M -$18.5K -600 -1%
IA
5
IFP Advisors
Florida
$1.31M +$49.2K +1,600 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.25M +$1.18M +38,377 New
SAM
7
SignalPoint Asset Management
Missouri
$1.17M -$62.6K -2,034 -5%
PCH
8
PGIM Custom Harvest
New Jersey
$873K -$12.8K -416 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$847K +$745K +24,200 +1,300%
CWM
10
Collaborative Wealth Management
Florida
$719K +$546K +17,751 New
KFS
11
Kaizen Financial Strategies
California
$400K -$36.9K -1,200 -9%
Bank of America
12
Bank of America
North Carolina
$336K -$99.8K -3,242 -24%
KPW
13
Kore Private Wealth
New York
$208K +$197K +6,395 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$191K -$76K -2,469 -30%
GWM
15
Geneos Wealth Management
Colorado
$166K
AWA
16
Arkadios Wealth Advisors
Georgia
$25K +$1.69K +55 +8%
HI
17
Harbour Investments
Wisconsin
$24K +$22.2K +723 New
CAL
18
Capital Analysts LLC
Pennsylvania
$11K
APA
19
American Portfolios Advisors
New York
$9.91K +$769 +25 +9%
CFB
20
Cullen/Frost Bankers
Texas
$8K
PA
21
Parallel Advisors
California
$5K +$4.65K +151 New
BW
22
Bison Wealth
Georgia
$2K
HR
23
Howe & Rusling
New York
$1K
FGAM
24
Financial Gravity Asset Management
Texas
$952 -$6.96K -226 -89%
FIM
25
Freedom Investment Management
Connecticut
-$526K -18,071 Closed

RSPR Hedge Fund Activity: Q1 2021 in Review

24 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2021, worth a combined $15.5M — up 51% from $10.3M a quarter earlier.

Fund positioning in RSPR was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.36M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $526K sold.

  • 24 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $15.5M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2021, up 51% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2021 and 5 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2021 was Morgan Stanley, an estimated $1.36M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2021 was Freedom Investment Management, an estimated $526K sold.

Based on aggregated 13F filings for Q1 2021.