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Invesco S&P 500 Equal Weight Real Estate ETF

29 hedge funds and large institutions have $32.1M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

107% more capital invested

Capital invested by funds: $15.5M → $32.1M (+$16.6M)

21% more funds holding

Funds holding: 2429 (+5)

1.99% less ownership

Funds ownership: 55.02%53.03% (-2%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
Spire Wealth Management
Virginia
$5.7M +$5.53M +156,942 New
FFG
2
Fortem Financial Group
California
$3.46M +$3.36M +95,465 New
OPWM
3
Oxinas Partners Wealth Management
Indiana
$3.42M -$389K -11,048 -10%
Morgan Stanley
4
Morgan Stanley
New York
$2.86M +$1.1M +31,219 +66%
Wells Fargo
5
Wells Fargo
California
$2.24M +$396K +11,251 +22%
JIR
6
James Investment Research
Ohio
$1.83M +$307K +8,710 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.8M +$836K +23,722 +91%
IA
8
IFP Advisors
Florida
$1.49M +$34.1K +969 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.45M +$56.1K +1,593 +4%
CAL
10
Capital Analysts LLC
Pennsylvania
$1.27M +$1.22M +34,627 +10,037%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.23M +$1.19M +33,839 New
SAM
12
SignalPoint Asset Management
Missouri
$1.22M -$84.7K -2,405 -7%
PCH
13
PGIM Custom Harvest
New Jersey
$974K
CIBC World Market
14
CIBC World Market
Ontario, Canada
$630K +$613K +17,386 New
UBS Group
15
UBS Group
Switzerland
$513K +$499K +14,166 New
Bank of America
16
Bank of America
North Carolina
$382K +$6.2K +176 +2%
LPL Financial
17
LPL Financial
California
$338K +$329K +9,340 New
KPW
18
Kore Private Wealth
New York
$235K +$3.59K +102 +2%
WA
19
WESPAC Advisors
California
$230K +$224K +6,358 New
CRCM
20
Corbett Road Capital Management
Virginia
$218K +$212K +6,023 New
GRP
21
Global Retirement Partners
California
$187K +$182K +5,158 New
GWM
22
Geneos Wealth Management
Colorado
$172K
APA
23
American Portfolios Advisors
New York
$138K +$123K +3,494 +1,146%
HI
24
Harbour Investments
Wisconsin
$73K +$45.2K +1,283 +177%
FGAM
25
Financial Gravity Asset Management
Texas
$36K

RSPR Hedge Fund Activity: Q2 2021 in Review

29 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q2 2021, worth a combined $32.1M — up 107% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RSPR positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Spire Wealth Management, opening a new position worth an estimated $5.53M. The largest seller was Oxinas Partners Wealth Management, cutting an estimated $389K.

  • 29 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $32.1M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q2 2021, up 107% quarter-over-quarter.
  • 9 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q2 2021 was Spire Wealth Management, an estimated $5.53M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q2 2021 was Oxinas Partners Wealth Management, an estimated $389K sold.

Based on aggregated 13F filings for Q2 2021.