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Invesco S&P 500 Equal Weight Real Estate ETF

50 hedge funds and large institutions have $68.3M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $58.6M → $68.3M (+$9.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.21% less ownership

Funds ownership: 58.77%58.55% (-0.21%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

4% less funds holding

Funds holding: 5250 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
16
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$13.7M +$899K +27,943 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.14M +$5.49M +170,628 +222%
LPL Financial
3
LPL Financial
California
$7.14M +$1.55M +48,111 +28%
IA
4
IFP Advisors
Florida
$6.84M +$2.12M +65,755 +46%
SF
5
Schaeffer Financial
Maryland
$6.13M -$61.4K -1,908 -1%
KV
6
Kickstand Ventures
New York
$3.52M +$3.45M +107,182 New
OPWM
7
Oxinas Partners Wealth Management
Indiana
$2.99M -$249K -7,752 -8%
Morgan Stanley
8
Morgan Stanley
New York
$2.68M -$2.56M -79,489 -49%
FFG
9
Fortem Financial Group
California
$2.27M +$54.6K +1,697 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.64M +$542K +16,839 +51%
SAM
11
SignalPoint Asset Management
Missouri
$992K -$2.35K -73 -0.2%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$962K -$25.5K -792 -3%
Wells Fargo
13
Wells Fargo
California
$937K +$94.9K +2,951 +12%
OMC
14
Old Mission Capital
Illinois
$928K +$908K +28,224 New
IFA
15
Interactive Financial Advisors
Illinois
$902K -$2.88M -89,630 -77%
CWM
16
Collaborative Wealth Management
Florida
$829K -$47.7K -1,482 -6%
CAL
17
Capital Analysts LLC
Pennsylvania
$807K -$7.17K -223 -0.9%
JIR
18
James Investment Research
Ohio
$713K -$9.46K -294 -1%
AAS
19
Avantax Advisory Services
Texas
$542K +$39.1K +1,216 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$534K +$12.5K +390 +2%
PCH
21
PGIM Custom Harvest
New Jersey
$512K -$134K -4,163 -21%
PAG
22
Private Advisor Group
New Jersey
$505K +$6.69K +208 +1%
GRP
23
Global Retirement Partners
California
$451K +$9.72K +302 +2%
Lido Advisors
24
Lido Advisors
California
$420K +$411K +12,773 New
BFG
25
Berger Financial Group
Minnesota
$418K +$409K +12,711 New

RSPR Hedge Fund Activity: Q1 2024 in Review

50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q1 2024, worth a combined $68.3M — up 17% from $58.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPR and 7 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.49M. The largest seller was Interactive Financial Advisors, cutting an estimated $2.88M.

  • 50 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q1 2024, down from 52 in Q4 2023.
  • Funds reported $68.3M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q1 2024 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $5.49M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q1 2024 was Interactive Financial Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2024.