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Invesco S&P 500 Equal Weight Real Estate ETF

49 hedge funds and large institutions have $68M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $68.3M → $68M (-$324K)

1.49% less ownership

Funds ownership: 58.55%57.06% (-1.5%)

2% less funds holding

Funds holding: 5049 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
18
Reduced
15
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
$14.4M +$747K +23,403 +6%
IA
2
IFP Advisors
Florida
$8.44M +$1.59M +49,847 +24%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.15M +$43.2K +1,353 +0.5%
LPL Financial
4
LPL Financial
California
$7.52M +$400K +12,529 +6%
KV
5
Kickstand Ventures
New York
$3.45M -$59.3K -1,859 -2%
NWM
6
Napa Wealth Management
California
$2.87M +$2.8M +87,760 New
Morgan Stanley
7
Morgan Stanley
New York
$2.8M +$126K +3,944 +5%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$2.19M -$762K -23,874 -26%
FFG
9
Fortem Financial Group
California
$2.1M -$163K -5,117 -7%
OMC
10
Old Mission Capital
Illinois
$1.26M +$324K +10,149 +36%
WEG
11
World Equity Group
Illinois
$1.14M +$1.11M +34,787 New
AI
12
Atria Investments
North Carolina
$1.13M +$1.1M +34,540 New
SAM
13
SignalPoint Asset Management
Missouri
$982K -$5.65K -177 -0.6%
IFA
14
Interactive Financial Advisors
Illinois
$900K +$1.47K +46 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$822K -$794K -24,865 -50%
Wells Fargo
16
Wells Fargo
California
$820K -$110K -3,442 -12%
CWM
17
Collaborative Wealth Management
Florida
$757K -$66.7K -2,091 -8%
JIR
18
James Investment Research
Ohio
$710K
Jane Street
19
Jane Street
New York
$688K +$671K +21,022 New
PAG
20
Private Advisor Group
New Jersey
$682K +$175K +5,487 +36%
UBS Group
21
UBS Group
Switzerland
$569K +$227K +7,118 +69%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$555K +$23.4K +734 +5%
AAS
23
Avantax Advisory Services
Texas
$539K -$894 -28 -0.2%
PCH
24
PGIM Custom Harvest
New Jersey
$515K +$5.52K +173 +1%
GRP
25
Global Retirement Partners
California
$494K +$43.6K +1,367 +10%

RSPR Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q2 2024, worth a combined $68M — down 0.47% from $68.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RSPR and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 18 added.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $2.8M. The largest seller was Schaeffer Financial, exiting entirely with an estimated $6.13M sold.

  • 49 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q2 2024, down from 50 in Q1 2024.
  • Funds reported $68M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q2 2024, down 0.47% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q2 2024 and 9 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q2 2024 was Napa Wealth Management, an estimated $2.8M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q2 2024 was Schaeffer Financial, an estimated $6.13M sold.

Based on aggregated 13F filings for Q2 2024.