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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.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $42.8M → $58.6M (+$15.8M)

27% more funds holding

Funds holding: 4152 (+11)

4.38% more ownership

Funds ownership: 54.39%58.77% (+4.4%)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

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 Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$12.9M +$1.92M +64,464 +20%
SF
2
Schaeffer Financial
Maryland
$6.27M +$5.62M +188,439 New
LPL Financial
3
LPL Financial
California
$5.63M +$1.61M +53,883 +47%
Morgan Stanley
4
Morgan Stanley
New York
$5.36M +$1.94M +65,083 +68%
IA
5
IFP Advisors
Florida
$4.73M -$3.26M -109,445 -43%
OPWM
6
Oxinas Partners Wealth Management
Indiana
$3.28M -$111K -3,709 -4%
IFA
7
Interactive Financial Advisors
Illinois
$2.7M +$2.67M +89,644 +327%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.56M -$7.21K -242 -0.3%
FFG
9
Fortem Financial Group
California
$2.24M +$10.5K +352 +0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.1M -$199K -6,666 -17%
SAM
11
SignalPoint Asset Management
Missouri
$1.01M -$6.95K -233 -0.8%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1M -$166K -5,554 -16%
CWM
13
Collaborative Wealth Management
Florida
$889K -$32.4K -1,087 -4%
Wells Fargo
14
Wells Fargo
California
$850K +$146K +4,902 +24%
CAL
15
Capital Analysts LLC
Pennsylvania
$825K -$3.01K -101 -0.4%
JIR
16
James Investment Research
Ohio
$732K -$894 -30 -0.1%
PCH
17
PGIM Custom Harvest
New Jersey
$657K -$189K -6,345 -24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$527K -$68.5K -2,297 -13%
AAS
19
Avantax Advisory Services
Texas
$508K +$456K +15,279 New
PAG
20
Private Advisor Group
New Jersey
$504K -$287K -9,623 -39%
GRP
21
Global Retirement Partners
California
$437K +$30.9K +1,038 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$431K +$387K +12,970 New
MML Investors Services
23
MML Investors Services
Massachusetts
$401K +$360K +12,063 New
GM
24
GeoWealth Management
Illinois
$359K -$449K -15,076 -58%
UBS Group
25
UBS Group
Switzerland
$348K -$45.6K -1,531 -13%

RSPR Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2023, worth a combined $58.6M — up 37% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RSPR positions and 4 closed out — a net gain of 11 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Interactive Financial Advisors, adding an estimated $2.67M. The largest seller was IFP Advisors, cutting an estimated $3.26M.

  • 52 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $58.6M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 15 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2023 was Interactive Financial Advisors, an estimated $2.67M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2023 was IFP Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2023.