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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.

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 Market Value Shares Shares
Change
Shares
Change %
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$5.3M 172,373 +38,283 +29%
Morgan Stanley
2
Morgan Stanley
New York
$4.21M 137,028 +8,072 +6%
OPWM
3
Oxinas Partners Wealth Management
Indiana
$4M 130,130 -6,848 -5%
GM
4
GeoWealth Management
Illinois
$3.98M 129,308 +46,515 +56%
LPL Financial
5
LPL Financial
California
$3.72M 120,847 +60,442 +100%
Wells Fargo
6
Wells Fargo
California
$2.71M 87,978 -65,405 -43%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.64M 86,023 +8,425 +11%
PCIA
8
Prime Capital Investment Advisors
Kansas
$2.64M 85,701 +85,701 New
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$2.57M 83,491 -465,571 -85%
FFG
10
Fortem Financial Group
California
$2.46M 80,125 -14,726 -16%
SWM
11
Spire Wealth Management
Virginia
$2.19M 71,109 -1,720 -2%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$1.87M 60,767 -1,600 -3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.64M 53,365 +5,301 +11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.53M 49,825 +15,142 +44%
FIM
15
Freedom Investment Management
Connecticut
$1.3M 42,346 -984 -2%
SIS
16
Sound Income Strategies
Florida
$1.23M 40,017 +10,023 +33%
PCH
17
PGIM Custom Harvest
New Jersey
$1.06M 34,498 +34,498 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$985K 32,022 +10,007 +45%
CWM
19
Collaborative Wealth Management
Florida
$949K 30,874 +6,965 +29%
IFA
20
Interactive Financial Advisors
Illinois
$826K 26,858 +4,708 +21%
SAM
21
SignalPoint Asset Management
Missouri
$805K 26,190 +160 +0.6%
JIR
22
James Investment Research
Ohio
$724K 23,530 -595 -2%
CAL
23
Capital Analysts LLC
Pennsylvania
$691K 22,485 -1,006 -4%
Jane Street
24
Jane Street
New York
$488K 15,861 +15,861 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$412K 13,388 -852 -6%