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Invesco S&P 500 Equal Weight Real Estate ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
NWM
1
Napa Wealth Management
California
$2.87M
2
IA
2
IFP Advisors
Florida
$8.44M
3
WEG
3
World Equity Group
Illinois
$1.14M
4
AI
4
Atria Investments
North Carolina
$1.13M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$14.4M

Top Sellers

1
SF
1
Schaeffer Financial
Maryland
$0
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$822K
4
OPWM
4
Oxinas Partners Wealth Management
Indiana
$2.19M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$42K
Name Market Value Shares Shares
Change 		Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$14.4M 438,812 +23,403 +6%
IA
2
IFP Advisors
Florida
$8.44M 257,899 +49,847 +24%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.15M 248,975 +1,353 +0.5%
LPL Financial
4
LPL Financial
California
$7.52M 229,729 +12,529 +6%
KV
5
Kickstand Ventures
New York
$3.45M 105,323 -1,859 -2%
NWM
6
Napa Wealth Management
California
$2.87M 87,760 +87,760 New
Morgan Stanley
7
Morgan Stanley
New York
$2.8M 85,427 +3,944 +5%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$2.19M 66,965 -23,874 -26%
FFG
9
Fortem Financial Group
California
$2.1M 64,050 -5,117 -7%
OMC
10
Old Mission Capital
Illinois
$1.26M 38,373 +10,149 +36%
WEG
11
World Equity Group
Illinois
$1.14M 34,787 +34,787 New
AI
12
Atria Investments
North Carolina
$1.13M 34,540 +34,540 New
SAM
13
SignalPoint Asset Management
Missouri
$982K 29,996 -177 -0.6%
IFA
14
Interactive Financial Advisors
Illinois
$900K 27,490 +46 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$822K 25,123 -24,865 -50%
Wells Fargo
16
Wells Fargo
California
$820K 25,055 -3,442 -12%
CWM
17
Collaborative Wealth Management
Florida
$757K 23,141 -2,091 -8%
JIR
18
James Investment Research
Ohio
$710K 21,701 – –
Jane Street
19
Jane Street
New York
$688K 21,022 +21,022 New
PAG
20
Private Advisor Group
New Jersey
$682K 20,850 +5,487 +36%
UBS Group
21
UBS Group
Switzerland
$569K 17,397 +7,118 +69%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$555K 16,968 +734 +5%
AAS
23
Avantax Advisory Services
Texas
$539K 16,467 -28 -0.2%
PCH
24
PGIM Custom Harvest
New Jersey
$515K 15,747 +173 +1%
GRP
25
Global Retirement Partners
California
$494K 15,085 +1,367 +10%
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