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Invesco S&P 500 Equal Weight Real Estate ETF

53 hedge funds and large institutions have $93.8M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

19% more capital invested

Capital invested by funds: $79M → $93.8M (+$14.8M)

13% more funds holding

Funds holding: 4753 (+6)

5.9% more ownership

Funds ownership: 54.7%60.61% (+5.9%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
21
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$20.3M +$19.7M +500,048 New
Morgan Stanley
2
Morgan Stanley
New York
$9.49M +$2.46M +62,581 +36%
Wells Fargo
3
Wells Fargo
California
$8.42M +$2.07M +52,664 +34%
OPWM
4
Oxinas Partners Wealth Management
Indiana
$7.84M +$467K +11,863 +7%
SAM
5
Synergy Asset Management
Washington
$5.71M +$129K +3,283 +2%
SWM
6
Spire Wealth Management
Virginia
$5.42M -$1.68M -42,721 -24%
IA
7
IFP Advisors
Florida
$4.7M +$5.17M +131,459 +295%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.26M +$527K +13,400 +15%
FFG
9
Fortem Financial Group
California
$3.12M -$1.07M -27,107 -26%
SPC
10
Sigma Planning Corp
Michigan
$3.03M +$275K +6,982 +10%
JIR
11
James Investment Research
Ohio
$2.59M -$176K -4,463 -7%
LPL Financial
12
LPL Financial
California
$2.2M +$289K +7,342 +16%
FIM
13
Freedom Investment Management
Connecticut
$1.88M +$956K +24,293 +110%
Jane Street
14
Jane Street
New York
$1.19M +$961K +24,415 +491%
OMC
15
Old Mission Capital
Illinois
$1.15M +$1.12M +28,368 New
CAL
16
Capital Analysts LLC
Pennsylvania
$1.03M -$393K -9,985 -28%
SAM
17
SignalPoint Asset Management
Missouri
$998K +$9.99K +254 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$942K +$6.69K +170 +0.7%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$932K +$905K +23,000 New
SIS
20
Sound Income Strategies
Florida
$910K +$349K +8,867 +65%
Bank of America
21
Bank of America
North Carolina
$887K +$454K +11,535 +111%
Prudential Financial
22
Prudential Financial
New Jersey
$879K -$23.4K -595 -3%
KFS
23
Kaizen Financial Strategies
California
$807K +$102K +2,600 +15%
PAG
24
Private Advisor Group
New Jersey
$619K +$601K +15,285 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$559K -$152K -3,860 -22%

RSPR Hedge Fund Activity: Q1 2022 in Review

53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2022, worth a combined $93.8M — up 19% from $79M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPR positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $19.7M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $10.3M sold.

  • 53 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2022, up from 47 in Q4 2021.
  • Funds reported $93.8M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2022, up 19% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2022 and 7 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $19.7M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2022 was Beacon Harbor Wealth Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.