Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
40 hedge funds and large institutions have $42.8M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 7 closing their positions.
6.43% more ownership
Funds ownership: 47.96% → 54.39% (+6.4%)
7% less capital invested
Capital invested by funds: $45.9M → $42.8M (-$3.15M)
7% less funds holding
Funds holding: 43 → 40 (-3)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$10M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.77M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$281K |
| 4 |
FFG
Fortem Financial Group
Palm Desert,
California
|
+$165K |
| 5 |
LPL Financial
San Diego,
California
|
+$161K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.88M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$2.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.13M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$849K |
| 5 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$751K |
RSPR Hedge Fund Activity: Q3 2023 in Review
40 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q3 2023, worth a combined $42.8M — down 6.9% from $45.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of RSPR and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 12 added.
The largest buyer was Gerber Kawasaki Wealth & Investment Management, opening a new position worth an estimated $10M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.88M.
- 40 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q3 2023, down from 43 in Q2 2023.
- Funds reported $42.8M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q3 2023, down 6.9% quarter-over-quarter.
- 4 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q3 2023 and 7 closed out, a net change of -3 holders.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q3 2023 was Gerber Kawasaki Wealth & Investment Management, an estimated $10M added.
- The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $9.88M sold.
Based on aggregated 13F filings for Q3 2023.