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

57 hedge funds and large institutions have $52.7M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
20
Closed
6
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$1.01M

Top Buyers

1
CMAI
1
Capital Management Associates Inc
Minnesota
$2.14M
2
IA
2
IFP Advisors
Florida
$10.8M
3
5SA
3
5th Street Advisors
Connecticut
$1.03M
4
FFA
4
Farther Finance Advisors
California
$987K
5
EH
5
Equitable Holdings
New York
$1.21M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$472K
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
Wells Fargo
3
Wells Fargo
California
$314K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$309K
5
PAG
5
Private Advisor Group
New Jersey
$980K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
IFP Advisors
Florida
$10.8M 301,868 +29,339 +11%
LPL Financial
2
LPL Financial
California
$9.38M 262,600 +22,730 +9%
Morgan Stanley
3
Morgan Stanley
New York
$4.38M 122,703 +21,772 +22%
Raymond James Financial
4
Raymond James Financial
Florida
$3.53M 98,920 +6,119 +7%
CMAI
5
Capital Management Associates Inc
Minnesota
$2.14M 59,950 +40,575 +209%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$1.94M 54,397 -3,088 -5%
KAS
7
Kestra Advisory Services
Texas
$1.38M 38,625 -348 -0.9%
EH
8
Equitable Holdings
New York
$1.21M 33,745 +27,359 +428%
Bank of America
9
Bank of America
North Carolina
$1.03M 28,923 -2,008 -6%
5SA
10
5th Street Advisors
Connecticut
$1.03M 28,860 +28,860 New
FFA
11
Farther Finance Advisors
California
$987K 27,664 +27,664 New
PAG
12
Private Advisor Group
New Jersey
$980K 27,446 -6,851 -20%
IFA
13
Interactive Financial Advisors
Illinois
$962K 26,943 -57 -0.2%
Goldman Sachs
14
Goldman Sachs
New York
$899K 25,179 +15,467 +159%
CCA
15
Cadent Capital Advisors
Oklahoma
$840K 23,535 +23,535 New
OPWM
16
Oxinas Partners Wealth Management
Indiana
$791K 22,137 -3,323 -13%
AAS
17
Avantax Advisory Services
Texas
$773K 21,655 +3,189 +17%
CWM
18
Collaborative Wealth Management
Florida
$740K 20,732 -418 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$694K 19,447 -893 -4%
JIR
20
James Investment Research
Ohio
$675K 18,894 -1,885 -9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$629K 17,607 +1,634 +10%
AWA
22
Arkadios Wealth Advisors
Georgia
$564K 15,795 +942 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$472K 13,228 -59,371 -82%
Lido Advisors
24
Lido Advisors
California
$430K 12,039 +1,057 +10%
FFG
25
Fortem Financial Group
California
$393K 11,013 -614 -5%
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