RSPR icon

Invesco S&P 500 Equal Weight Real Estate ETF

52 hedge funds and large institutions have $58.6M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
10
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$12.9M 387,466 +64,464 +20%
SF
2
Schaeffer Financial
Maryland
$6.27M 188,439 +188,439 New
LPL Financial
3
LPL Financial
California
$5.63M 169,089 +53,883 +47%
Morgan Stanley
4
Morgan Stanley
New York
$5.36M 160,972 +65,083 +68%
IA
5
IFP Advisors
Florida
$4.73M 142,297 -109,445 -43%
OPWM
6
Oxinas Partners Wealth Management
Indiana
$3.28M 98,591 -3,709 -4%
IFA
7
Interactive Financial Advisors
Illinois
$2.7M 117,074 +89,644 +327%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.56M 76,994 -242 -0.3%
FFG
9
Fortem Financial Group
California
$2.24M 67,470 +352 +0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.1M 33,149 -6,666 -17%
SAM
11
SignalPoint Asset Management
Missouri
$1.01M 30,246 -233 -0.8%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1M 30,071 -5,554 -16%
CWM
13
Collaborative Wealth Management
Florida
$889K 26,714 -1,087 -4%
Wells Fargo
14
Wells Fargo
California
$850K 25,546 +4,902 +24%
CAL
15
Capital Analysts LLC
Pennsylvania
$825K 24,785 -101 -0.4%
JIR
16
James Investment Research
Ohio
$732K 21,995 -30 -0.1%
PCH
17
PGIM Custom Harvest
New Jersey
$657K 19,737 -6,345 -24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$527K 15,844 -2,297 -13%
AAS
19
Avantax Advisory Services
Texas
$508K 15,279 +15,279 New
PAG
20
Private Advisor Group
New Jersey
$504K 15,155 -9,623 -39%
GRP
21
Global Retirement Partners
California
$437K 13,416 +1,038 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$431K 12,970 +12,970 New
MML Investors Services
23
MML Investors Services
Massachusetts
$401K 12,063 +12,063 New
GM
24
GeoWealth Management
Illinois
$359K 10,798 -15,076 -58%
UBS Group
25
UBS Group
Switzerland
$348K 10,475 -1,531 -13%