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Invesco S&P 500 Equal Weight Real Estate ETF

51 hedge funds and large institutions have $55.3M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

4% more funds holding

Funds holding: 4951 (+2)

8.71% less ownership

Funds ownership: 57.06%48.35% (-8.7%)

19% less capital invested

Capital invested by funds: $68M → $55.3M (-$12.7M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$9.64M -$151K -4,219 -2%
LPL Financial
2
LPL Financial
California
$9.56M +$781K +21,843 +10%
Morgan Stanley
3
Morgan Stanley
New York
$3.34M +$91.1K +2,546 +3%
Wells Fargo
4
Wells Fargo
California
$3.34M +$2.25M +62,902 +251%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.13M -$5.96M -166,699 -67%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$2.31M -$13.5M -378,151 -86%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.21M +$1.48M +41,290 +243%
WEG
8
World Equity Group
Illinois
$1.86M +$511K +14,271 +41%
AI
9
Atria Investments
North Carolina
$1.85M +$510K +14,248 +41%
OPWM
10
Oxinas Partners Wealth Management
Indiana
$1.37M -$1.11M -31,032 -46%
Bank of America
11
Bank of America
North Carolina
$1.3M +$801K +22,384 +191%
SAM
12
SignalPoint Asset Management
Missouri
$1.09M -$39.4K -1,100 -4%
PAG
13
Private Advisor Group
New Jersey
$1.06M +$248K +6,945 +33%
IFA
14
Interactive Financial Advisors
Illinois
$1.04M -$36 -1 -0%
QWM
15
Quaker Wealth Management
New Jersey
$996K +$938K +26,213 New
Osaic Holdings
16
Osaic Holdings
Arizona
$917K -$35.2K -985 -4%
CWM
17
Collaborative Wealth Management
Florida
$829K -$47.5K -1,329 -6%
JIR
18
James Investment Research
Ohio
$792K -$30.7K -859 -4%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$760K +$716K +20,000 New
AAS
20
Avantax Advisory Services
Texas
$642K +$14.8K +415 +3%
EWM
21
Executive Wealth Management
Michigan
$605K +$278K +7,780 +95%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$588K +$87.8K +2,454 +19%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$584K +$550K +15,366 New
PCH
24
PGIM Custom Harvest
New Jersey
$553K -$42.8K -1,195 -8%
AWA
25
Arkadios Wealth Advisors
Georgia
$518K +$487K +13,619 New

RSPR Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q3 2024, worth a combined $55.3M — down 19% from $68M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPR positions and 10 closed out — a net gain of 2 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.25M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $13.5M.

  • 51 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $55.3M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q3 2024, down 19% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q3 2024 and 10 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q3 2024 was Wells Fargo, an estimated $2.25M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q3 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2024.