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Invesco S&P 500 Equal Weight Real Estate ETF

37 hedge funds and large institutions have $50M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $32.1M → $50M (+$17.9M)

28% more funds holding

Funds holding: 2937 (+8)

4.04% more ownership

Funds ownership: 53.03%57.07% (+4%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
17
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
Spire Wealth Management
Virginia
$6.13M +$371K +9,802 +6%
OPWM
2
Oxinas Partners Wealth Management
Indiana
$5.65M +$2.24M +59,155 +63%
Morgan Stanley
3
Morgan Stanley
New York
$5.07M +$2.23M +58,962 +75%
FHC
4
First Heartland Consultants
Missouri
$4.99M +$5.13M +135,674 New
FFG
5
Fortem Financial Group
California
$3.76M +$255K +6,737 +7%
Wells Fargo
6
Wells Fargo
California
$2.71M +$446K +11,802 +19%
JIR
7
James Investment Research
Ohio
$2.59M +$752K +19,890 +39%
SPC
8
Sigma Planning Corp
Michigan
$2.31M +$2.38M +62,932 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.93M +$95.4K +2,523 +5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.5M +$33.1K +874 +2%
IA
11
IFP Advisors
Florida
$1.44M -$82.2K -2,175 -5%
WA
12
WESPAC Advisors
California
$1.41M +$1.21M +32,014 +504%
Jane Street
13
Jane Street
New York
$1.32M +$1.36M +35,840 New
CAL
14
Capital Analysts LLC
Pennsylvania
$1.29M +$6.96K +184 +0.5%
SAM
15
SignalPoint Asset Management
Missouri
$1.23M -$9.57K -253 -0.8%
PCH
16
PGIM Custom Harvest
New Jersey
$989K
CIBC World Market
17
CIBC World Market
Ontario, Canada
$953K +$322K +8,521 +49%
LPL Financial
18
LPL Financial
California
$667K +$333K +8,796 +94%
BAM
19
Belpointe Asset Management
Nevada
$650K +$668K +17,662 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$579K -$685K -18,107 -54%
KFS
21
Kaizen Financial Strategies
California
$545K +$560K +14,810 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$412K +$424K +11,209 New
Bank of America
23
Bank of America
North Carolina
$349K -$39.2K -1,036 -10%
GRP
24
Global Retirement Partners
California
$338K +$152K +4,029 +78%
KPW
25
Kore Private Wealth
New York
$239K