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Invesco S&P 500 Equal Weight Real Estate ETF

44 hedge funds and large institutions have $46M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
10
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.4M 395,958 +86,778 +28%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$3.64M 116,386 -116,093 -50%
Morgan Stanley
3
Morgan Stanley
New York
$3.62M 115,794 -19,520 -14%
LPL Financial
4
LPL Financial
California
$3.44M 110,020 +8,281 +8%
OPWM
5
Oxinas Partners Wealth Management
Indiana
$3.32M 106,273 -22,506 -17%
FFG
6
Fortem Financial Group
California
$1.93M 61,786 -5,297 -8%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.84M 58,983 +2,590 +5%
Wells Fargo
8
Wells Fargo
California
$1.79M 57,176 +373 +0.7%
GM
9
GeoWealth Management
Illinois
$1.67M 53,259 -93,934 -64%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.16M 36,993 -8,418 -19%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.15M 36,607 -49,311 -57%
PCH
12
PGIM Custom Harvest
New Jersey
$1.01M 32,254 -3,771 -10%
CWM
13
Collaborative Wealth Management
Florida
$953K 30,463 -985 -3%
SAM
14
SignalPoint Asset Management
Missouri
$923K 29,519 +1,355 +5%
IFA
15
Interactive Financial Advisors
Illinois
$882K 28,193 -334 -1%
MMH
16
Menora Mivtachim Holdings
Israel
$751K 24,000
CAL
17
Capital Analysts LLC
Pennsylvania
$729K 23,296 +111 +0.5%
PAG
18
Private Advisor Group
New Jersey
$719K 22,975 -4,556 -17%
JIR
19
James Investment Research
Ohio
$692K 22,123 -90 -0.4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$541K 17,311 +3,628 +27%
Jane Street
21
Jane Street
New York
$504K 16,129 +16,129 New
GRP
22
Global Retirement Partners
California
$381K 12,182 +262 +2%
UBS Group
23
UBS Group
Switzerland
$343K 10,971 -969 -8%
FIM
24
Freedom Investment Management
Connecticut
$315K 10,081 -13,389 -57%
WAM
25
Walker Asset Management
Missouri
$301K 9,628 -23 -0.2%