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Invesco S&P 500 Equal Weight Real Estate ETF

41 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, 16 reducing their positions, and 7 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$9.24M 323,002 +323,002 New
IA
2
IFP Advisors
Florida
$7.2M 251,742 +250,576 +21,490%
LPL Financial
3
LPL Financial
California
$3.3M 115,206 +5,186 +5%
OPWM
4
Oxinas Partners Wealth Management
Indiana
$2.93M 102,300 -3,973 -4%
Morgan Stanley
5
Morgan Stanley
New York
$2.74M 95,889 -19,905 -17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.21M 77,236 -318,722 -80%
FFG
7
Fortem Financial Group
California
$1.92M 67,118 +5,332 +9%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.72M 60,264 +1,281 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.14M 39,815 +3,208 +9%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$1.02M 35,625 -80,761 -69%
SAM
11
SignalPoint Asset Management
Missouri
$872K 30,479 +960 +3%
CWM
12
Collaborative Wealth Management
Florida
$796K 27,801 -2,662 -9%
IFA
13
Interactive Financial Advisors
Illinois
$785K 27,430 -763 -3%
PCH
14
PGIM Custom Harvest
New Jersey
$746K 26,082 -6,172 -19%
GM
15
GeoWealth Management
Illinois
$740K 25,874 -27,385 -51%
CAL
16
Capital Analysts LLC
Pennsylvania
$712K 24,886 +1,590 +7%
PAG
17
Private Advisor Group
New Jersey
$709K 24,778 +1,803 +8%
JIR
18
James Investment Research
Ohio
$630K 22,025 -98 -0.4%
Wells Fargo
19
Wells Fargo
California
$591K 20,644 -36,532 -64%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$519K 18,141 -18,852 -51%
GRP
21
Global Retirement Partners
California
$345K 12,378 +196 +2%
UBS Group
22
UBS Group
Switzerland
$344K 12,006 +1,035 +9%
Goldman Sachs
23
Goldman Sachs
New York
$274K 9,584 +457 +5%
WAM
24
Walker Asset Management
Missouri
$271K 9,485 -143 -1%
RJA
25
Raymond James & Associates
Florida
$259K 9,048 +9,048 New