We are live on ! Find out more
RSPR icon

Invesco S&P 500 Equal Weight Real Estate ETF

49 hedge funds and large institutions have $75.8M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

1.64% less ownership

Funds ownership: 60.61%58.97% (-1.6%)

8% less funds holding

Funds holding: 5349 (-4)

19% less capital invested

Capital invested by funds: $93.8M → $75.8M (-$18M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
18
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$19.9M +$3.58M +96,407 +19%
Wells Fargo
2
Wells Fargo
California
$6.28M -$740K -19,955 -10%
OPWM
3
Oxinas Partners Wealth Management
Indiana
$6.1M -$400K -10,799 -6%
IA
4
IFP Advisors
Florida
$4.7M
FFG
5
Fortem Financial Group
California
$3.5M +$1.03M +27,663 +36%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$3.44M +$3.82M +103,087 New
Morgan Stanley
7
Morgan Stanley
New York
$3.15M -$5.19M -139,952 -60%
SWM
8
Spire Wealth Management
Virginia
$3.05M -$1.57M -42,344 -32%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.53M -$1.09M -29,401 -28%
OMC
10
Old Mission Capital
Illinois
$2.09M +$1.27M +34,271 +121%
JIR
11
James Investment Research
Ohio
$1.89M -$273K -7,370 -12%
LPL Financial
12
LPL Financial
California
$1.75M -$69.8K -1,881 -3%
WWM
13
Western Wealth Management
Colorado
$1.61M +$1.79M +48,189 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.59M +$1.76M +47,533 New
FIM
15
Freedom Investment Management
Connecticut
$1.44M -$124K -3,340 -7%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$1.26M +$549K +14,800 +64%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$961K +$204K +5,509 +24%
SIS
18
Sound Income Strategies
Florida
$893K +$158K +4,271 +19%
SAM
19
SignalPoint Asset Management
Missouri
$854K +$35.5K +958 +4%
CAL
20
Capital Analysts LLC
Pennsylvania
$842K -$4.45K -120 -0.5%
Prudential Financial
21
Prudential Financial
New Jersey
$839K -$3.86K -104 -0.5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$784K +$448K +12,089 +106%
CWM
23
Collaborative Wealth Management
Florida
$740K +$822K +22,162 New
Citadel Advisors
24
Citadel Advisors
Florida
$719K +$798K +21,522 New
KFS
25
Kaizen Financial Strategies
California
$665K

RSPR Hedge Fund Activity: Q2 2022 in Review

49 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q2 2022, worth a combined $75.8M — down 19% from $93.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RSPR and 8 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 18 added.

The largest buyer was Wealthcare Advisory Partners, opening a new position worth an estimated $3.82M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.71M sold.

  • 49 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q2 2022, down from 53 in Q1 2022.
  • Funds reported $75.8M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q2 2022 and 12 closed out, a net change of -4 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q2 2022 was Wealthcare Advisory Partners, an estimated $3.82M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q2 2022 was Synergy Asset Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2022.