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Invesco S&P 500 Equal Weight Real Estate ETF

56 hedge funds and large institutions have $301M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more capital invested

Capital invested by funds: $55.3M → $301M (+$246M)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

10% more funds holding

Funds holding: 5156 (+5)

2.49% less ownership

Funds ownership: 48.35%45.86% (-2.5%)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$252M -$3.41K -92 -1%
IA
2
IFP Advisors
Florida
$9.59M +$699K +18,849 +7%
LPL Financial
3
LPL Financial
California
$8.44M -$434K -11,702 -5%
Morgan Stanley
4
Morgan Stanley
New York
$3.55M +$481K +12,958 +15%
Raymond James Financial
5
Raymond James Financial
Florida
$3.27M +$3.44M +92,801 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.56M +$532K +14,341 +25%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$2.02M -$118K -3,176 -5%
SPC
8
Sigma Planning Corp
Michigan
$1.43M +$1.51M +40,618 New
KAS
9
Kestra Advisory Services
Texas
$1.37M +$1.45M +38,973 New
PAG
10
Private Advisor Group
New Jersey
$1.21M +$241K +6,502 +23%
Bank of America
11
Bank of America
North Carolina
$1.09M -$118K -3,181 -9%
SAM
12
SignalPoint Asset Management
Missouri
$991K -$27.3K -735 -3%
IFA
13
Interactive Financial Advisors
Illinois
$950K -$18.1K -489 -2%
OPWM
14
Oxinas Partners Wealth Management
Indiana
$896K -$388K -10,473 -29%
Wells Fargo
15
Wells Fargo
California
$893K -$2.32M -62,567 -71%
Osaic Holdings
16
Osaic Holdings
Arizona
$753K -$101K -2,732 -11%
CWM
17
Collaborative Wealth Management
Florida
$744K -$24.5K -662 -3%
JIR
18
James Investment Research
Ohio
$731K -$2.34K -63 -0.3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$716K +$184K +4,974 +32%
CMAI
20
Capital Management Associates Inc
Minnesota
$682K +$718K +19,375 New
AAS
21
Avantax Advisory Services
Texas
$650K +$58.7K +1,584 +9%
EWM
22
Executive Wealth Management
Michigan
$644K +$87.9K +2,370 +15%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$562K +$18.9K +511 +3%
AWA
24
Arkadios Wealth Advisors
Georgia
$523K +$45.8K +1,234 +9%
UBS Group
25
UBS Group
Switzerland
$414K +$72K +1,941 +20%

RSPR Hedge Fund Activity: Q4 2024 in Review

56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) for Q4 2024, worth a combined $301M — up 445% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RSPR positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $1.51M. The largest seller was Wells Fargo, cutting an estimated $2.32M.

  • 56 institutional investors held Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $301M of Invesco S&P 500 Equal Weight Real Estate ETF stock for Q4 2024, up 445% quarter-over-quarter.
  • 13 funds opened new Invesco S&P 500 Equal Weight Real Estate ETF positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF buyer in Q4 2024 was Sigma Planning Corp, an estimated $1.51M added.
  • The largest Invesco S&P 500 Equal Weight Real Estate ETF seller in Q4 2024 was Wells Fargo, an estimated $2.32M sold.

Based on aggregated 13F filings for Q4 2024.