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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.

Holders
47
Holders Change
+10
Holders Change %
+27.03%
% of All Funds
0.73%
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
Shares
Change %
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$10.3M +$10.3M +242,878 New
OPWM
2
Oxinas Partners Wealth Management
Indiana
$7.67M +$1.19M +28,099 +18%
SWM
3
Spire Wealth Management
Virginia
$7.49M +$411K +9,676 +6%
Morgan Stanley
4
Morgan Stanley
New York
$7.26M +$1.43M +33,910 +25%
Wells Fargo
5
Wells Fargo
California
$6.56M +$3.45M +81,543 +111%
SAM
6
Synergy Asset Management
Washington
$5.81M +$5.81M +137,580 New
FFG
7
Fortem Financial Group
California
$4.4M +$82.6K +1,954 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.88M +$1.67M +39,540 +76%
JIR
9
James Investment Research
Ohio
$2.89M -$93K -2,200 -3%
SPC
10
Sigma Planning Corp
Michigan
$2.86M +$203K +4,799 +8%
LPL Financial
11
LPL Financial
California
$1.99M +$1.22M +28,889 +159%
IA
12
IFP Advisors
Florida
$1.89M +$236K +5,558 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.84M +$119K +2,808 +7%
WA
14
WESPAC Advisors
California
$1.62M -$5.83K -138 -0.4%
CAL
15
Capital Analysts LLC
Pennsylvania
$1.49M +$6.51K +154 +0.4%
SAM
16
SignalPoint Asset Management
Missouri
$1.03M -$380K -9,004 -27%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$976K +$976K +23,090 New
Prudential Financial
18
Prudential Financial
New Jersey
$941K +$941K +22,277 New
FIM
19
Freedom Investment Management
Connecticut
$931K +$931K +22,029 New
CIBC World Market
20
CIBC World Market
Ontario, Canada
$855K -$240K -5,671 -22%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$746K +$272K +6,448 +58%
KFS
22
Kaizen Financial Strategies
California
$731K +$106K +2,500 +17%
BAM
23
Belpointe Asset Management
Nevada
$716K -$30.4K -720 -4%
CWM
24
Collaborative Wealth Management
Florida
$611K +$611K +14,458 New
SIS
25
Sound Income Strategies
Florida
$575K +$575K +13,602 New