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Invesco S&P 500 Equal Weight Real Estate ETF

51 hedge funds and large institutions have $53.4M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

4% more funds holding

Funds holding: 4951 (+2)

4.74% less ownership

Funds ownership: 57.95%53.21% (-4.7%)

17% less capital invested

Capital invested by funds: $64.6M → $53.4M (-$11.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
20
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$5.3M +$1.18M +38,283 +29%
Morgan Stanley
2
Morgan Stanley
New York
$4.21M +$249K +8,072 +6%
OPWM
3
Oxinas Partners Wealth Management
Indiana
$4M -$211K -6,848 -5%
GM
4
GeoWealth Management
Illinois
$3.98M +$1.43M +46,515 +56%
LPL Financial
5
LPL Financial
California
$3.72M +$1.86M +60,442 +100%
Wells Fargo
6
Wells Fargo
California
$2.71M -$2.02M -65,405 -43%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.64M +$260K +8,425 +11%
PCIA
8
Prime Capital Investment Advisors
Kansas
$2.64M +$2.64M +85,701 New
JMPWA
9
JP Morgan Private Wealth Advisors
California
$2.57M -$14.4M -465,571 -85%
FFG
10
Fortem Financial Group
California
$2.46M -$454K -14,726 -16%
SWM
11
Spire Wealth Management
Virginia
$2.19M -$53K -1,720 -2%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$1.87M -$49.3K -1,600 -3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.64M +$163K +5,301 +11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.53M +$467K +15,142 +44%
FIM
15
Freedom Investment Management
Connecticut
$1.3M -$30.3K -984 -2%
SIS
16
Sound Income Strategies
Florida
$1.23M +$309K +10,023 +33%
PCH
17
PGIM Custom Harvest
New Jersey
$1.06M +$1.06M +34,498 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$985K +$309K +10,007 +45%
CWM
19
Collaborative Wealth Management
Florida
$949K +$215K +6,965 +29%
IFA
20
Interactive Financial Advisors
Illinois
$826K +$145K +4,708 +21%
SAM
21
SignalPoint Asset Management
Missouri
$805K +$4.93K +160 +0.6%
JIR
22
James Investment Research
Ohio
$724K -$18.3K -595 -2%
CAL
23
Capital Analysts LLC
Pennsylvania
$691K -$31K -1,006 -4%
Jane Street
24
Jane Street
New York
$488K +$489K +15,861 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$412K -$26.3K -852 -6%

RSPR Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2022, worth a combined $53.4M — down 17% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RSPR positions and 7 closed out — a net gain of 3 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $2.64M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $14.4M.

  • 51 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2022, up from 49 in Q3 2022.
  • Funds reported $53.4M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2022, down 17% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2022 and 7 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2022 was Prime Capital Investment Advisors, an estimated $2.64M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2022 was JP Morgan Private Wealth Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.