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Invesco S&P 500 Equal Weight Real Estate ETF

64 hedge funds and large institutions have $53.7M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1
IFP Advisors
Florida
$10.8M +$218K +6,219 +2%
LPL Financial
2
LPL Financial
California
$8.47M -$726K -20,726 -8%
Morgan Stanley
3
Morgan Stanley
New York
$4.51M +$211K +6,035 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$4.43M +$964K +27,521 +28%
KAS
5
Kestra Advisory Services
Texas
$1.57M +$215K +6,126 +16%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$1.54M -$365K -10,429 -19%
CMAI
7
Capital Management Associates Inc
Minnesota
$1.41M -$692K -19,750 -33%
EH
8
Equitable Holdings
New York
$1.3M +$116K +3,317 +10%
Goldman Sachs
9
Goldman Sachs
New York
$1.13M +$251K +7,151 +28%
Bank of America
10
Bank of America
North Carolina
$1.04M +$27.6K +789 +3%
QWM
11
Quaker Wealth Management
New Jersey
$1.01M +$1.01M +28,945 New
FFA
12
Farther Finance Advisors
California
$965K -$4.24K -121 -0.4%
IFA
13
Interactive Financial Advisors
Illinois
$958K +$13.7K +392 +1%
PAG
14
Private Advisor Group
New Jersey
$849K -$112K -3,201 -12%
AAS
15
Avantax Advisory Services
Texas
$821K +$62.8K +1,793 +8%
CCA
16
Cadent Capital Advisors
Oklahoma
$800K -$24.4K -697 -3%
BMCM
17
Burns Matteson Capital Management
New York
$762K +$459K +13,117 +152%
OPWM
18
Oxinas Partners Wealth Management
Indiana
$748K -$27.1K -773 -3%
SSWM
19
Sheets Smith Wealth Management
North Carolina
$739K +$739K +21,089 New
Osaic Holdings
20
Osaic Holdings
Arizona
$678K +$374K +10,645 +123%
JIR
21
James Investment Research
Ohio
$641K -$20.6K -589 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$620K +$3.33K +95 +0.5%
CWM
23
Collaborative Wealth Management
Florida
$593K -$134K -3,815 -18%
AWA
24
Arkadios Wealth Advisors
Georgia
$592K +$38.7K +1,106 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$517K +$517K +14,757 New