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Invesco S&P 500 Equal Weight Real Estate ETF

44 hedge funds and large institutions have $58M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $53.4M → $58M (+$4.61M)

3.41% more ownership

Funds ownership: 53.21%56.63% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 5144 (-7)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
19
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.48M +$8.26M +259,355 +521%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$7.13M +$1.92M +60,106 +35%
IA
3
IFP Advisors
Florida
$4.65M +$5.51M +172,871 +11,963%
GM
4
GeoWealth Management
Illinois
$4.51M +$570K +17,885 +14%
Morgan Stanley
5
Morgan Stanley
New York
$4.15M -$54.6K -1,714 -1%
OPWM
6
Oxinas Partners Wealth Management
Indiana
$3.95M -$43K -1,351 -1%
LPL Financial
7
LPL Financial
California
$3.12M -$609K -19,108 -16%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.63M -$3.35K -105 -0.1%
FFG
9
Fortem Financial Group
California
$2.06M -$416K -13,042 -16%
Wells Fargo
10
Wells Fargo
California
$1.74M -$993K -31,175 -35%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.73M +$96.5K +3,028 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.39M +$427K +13,389 +42%
SIS
13
Sound Income Strategies
Florida
$1.33M +$110K +3,463 +9%
PCH
14
PGIM Custom Harvest
New Jersey
$1.1M +$48.7K +1,527 +4%
CWM
15
Collaborative Wealth Management
Florida
$964K +$18.3K +574 +2%
IFA
16
Interactive Financial Advisors
Illinois
$874K +$53.2K +1,669 +6%
SAM
17
SignalPoint Asset Management
Missouri
$863K +$62.9K +1,974 +8%
PAG
18
Private Advisor Group
New Jersey
$844K +$379K +11,905 +76%
MMH
19
Menora Mivtachim Holdings
Israel
$736K +$765K +24,000 New
FIM
20
Freedom Investment Management
Connecticut
$719K -$601K -18,876 -45%
CAL
21
Capital Analysts LLC
Pennsylvania
$711K +$22.3K +700 +3%
JIR
22
James Investment Research
Ohio
$681K -$42K -1,317 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$419K +$436K +13,683 New
Truist Financial
24
Truist Financial
North Carolina
$383K +$10.4K +326 +3%
UBS Group
25
UBS Group
Switzerland
$366K +$84.7K +2,657 +29%

RSPR Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2023, worth a combined $58M — up 8.6% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RSPR and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.26M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $2.64M sold.

  • 44 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $58M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 4 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2023 and 11 closed out, a net change of -7 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $8.26M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2023 was Prime Capital Investment Advisors, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2023.