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Invesco S&P 500 Equal Weight Real Estate ETF

47 hedge funds and large institutions have $79M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

58% more capital invested

Capital invested by funds: $50M → $79M (+$28.9M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more funds holding

Funds holding: 3747 (+10)

2.37% less ownership

Funds ownership: 57.07%54.7% (-2.4%)

Holders
47
Holders Change
+10
Holders Change %
+27.03%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
17
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$10.3M +$9.61M +242,878 New
OPWM
2
Oxinas Partners Wealth Management
Indiana
$7.67M +$1.11M +28,099 +18%
SWM
3
Spire Wealth Management
Virginia
$7.49M +$383K +9,676 +6%
Morgan Stanley
4
Morgan Stanley
New York
$7.25M +$1.34M +33,910 +25%
Wells Fargo
5
Wells Fargo
California
$6.56M +$3.23M +81,543 +111%
SAM
6
Synergy Asset Management
Washington
$5.81M +$5.44M +137,580 New
FFG
7
Fortem Financial Group
California
$4.4M +$77.3K +1,954 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.88M +$1.56M +39,540 +76%
JIR
9
James Investment Research
Ohio
$2.88M -$87K -2,200 -3%
SPC
10
Sigma Planning Corp
Michigan
$2.86M +$190K +4,799 +8%
LPL Financial
11
LPL Financial
California
$1.99M +$1.14M +28,889 +159%
IA
12
IFP Advisors
Florida
$1.89M +$220K +5,558 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.84M +$111K +2,808 +7%
WA
14
WESPAC Advisors
California
$1.61M -$5.46K -138 -0.4%
CAL
15
Capital Analysts LLC
Pennsylvania
$1.49M +$6.09K +154 +0.4%
SAM
16
SignalPoint Asset Management
Missouri
$1.03M -$356K -9,004 -27%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$976K +$913K +23,090 New
Prudential Financial
18
Prudential Financial
New Jersey
$941K +$881K +22,277 New
FIM
19
Freedom Investment Management
Connecticut
$931K +$871K +22,029 New
CIBC World Market
20
CIBC World Market
Ontario, Canada
$855K -$224K -5,671 -22%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$746K +$255K +6,448 +58%
KFS
22
Kaizen Financial Strategies
California
$731K +$98.9K +2,500 +17%
BAM
23
Belpointe Asset Management
Nevada
$716K -$28.5K -720 -4%
CWM
24
Collaborative Wealth Management
Florida
$611K +$572K +14,458 New
SIS
25
Sound Income Strategies
Florida
$575K +$538K +13,602 New

RSPR Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2021, worth a combined $79M — up 58% from $50M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPR positions and 4 closed out — a net gain of 11 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $9.61M. The largest seller was First Heartland Consultants, cutting an estimated $5.05M.

  • 47 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $79M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2021, up 58% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2021 was Beacon Harbor Wealth Advisors, an estimated $9.61M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2021 was First Heartland Consultants, an estimated $5.05M sold.

Based on aggregated 13F filings for Q4 2021.