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Invesco S&P 500 Equal Weight Real Estate ETF

49 hedge funds and large institutions have $64.6M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.02% less ownership

Funds ownership: 58.97%57.95% (-1%)

15% less capital invested

Capital invested by funds: $75.8M → $64.6M (-$11.1M)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
20
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$16.4M -$1.63M -47,393 -8%
IA
2
IFP Advisors
Florida
$4.7M
Wells Fargo
3
Wells Fargo
California
$4.59M -$1.19M -34,578 -18%
OPWM
4
Oxinas Partners Wealth Management
Indiana
$4.1M -$1.57M -45,691 -25%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$4.01M +$1.07M +31,003 +30%
Morgan Stanley
6
Morgan Stanley
New York
$3.86M +$1.19M +34,616 +37%
FFG
7
Fortem Financial Group
California
$2.84M -$339K -9,861 -9%
GM
8
GeoWealth Management
Illinois
$2.48M +$2.85M +82,793 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.32M +$60.3K +1,753 +2%
SWM
10
Spire Wealth Management
Virginia
$2.18M -$637K -18,526 -20%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$1.87M +$845K +24,567 +65%
LPL Financial
12
LPL Financial
California
$1.81M +$272K +7,919 +15%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.44M +$18.3K +531 +1%
FIM
14
Freedom Investment Management
Connecticut
$1.3M +$12K +348 +0.8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.04M +$386K +11,209 +48%
SIS
16
Sound Income Strategies
Florida
$898K +$112K +3,254 +12%
SAM
17
SignalPoint Asset Management
Missouri
$779K +$15.3K +445 +2%
JIR
18
James Investment Research
Ohio
$722K -$1.11M -32,317 -57%
CWM
19
Collaborative Wealth Management
Florida
$716K +$60.1K +1,747 +8%
Prudential Financial
20
Prudential Financial
New Jersey
$708K -$29K -844 -4%
CAL
21
Capital Analysts LLC
Pennsylvania
$703K -$59K -1,714 -7%
IFA
22
Interactive Financial Advisors
Illinois
$663K +$762K +22,150 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$659K -$232K -6,754 -23%
PAG
24
Private Advisor Group
New Jersey
$477K +$131K +3,817 +32%
Truist Financial
25
Truist Financial
North Carolina
$434K +$436K +12,678 New

RSPR Hedge Fund Activity: Q3 2022 in Review

49 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q3 2022, worth a combined $64.6M — down 15% from $75.8M a quarter earlier.

Fund positioning in RSPR was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 14 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $2.85M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.09M sold.

  • 49 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $64.6M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 6 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q3 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q3 2022 was GeoWealth Management, an estimated $2.85M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q3 2022 was Old Mission Capital, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2022.