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Invesco S&P 500 Equal Weight Real Estate ETF

54 hedge funds and large institutions have $35.7M invested in Invesco S&P 500 Equal Weight Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7.67% less ownership

Funds ownership: 45.91%38.24% (-7.7%)

13% less funds holding

Funds holding: 6254 (-8)

24% less capital invested

Capital invested by funds: $47M → $35.7M (-$11.4M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$5.37M -$428K -12,414 -7%
Bank of America
2
Bank of America
North Carolina
$3.48M +$1.43M +41,412 +65%
LPL Financial
3
LPL Financial
California
$3.44M -$219K -6,352 -6%
Morgan Stanley
4
Morgan Stanley
New York
$3.33M -$40.1K -1,164 -1%
SIS
5
Sound Income Strategies
Florida
$1.7M -$56.8K -1,648 -3%
Goldman Sachs
6
Goldman Sachs
New York
$1.63M +$460K +13,355 +37%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.5M +$214K +6,217 +16%
SC
8
Sykon Capital
New York
$1.43M +$566K +16,415 +61%
CMAI
9
Capital Management Associates Inc
Minnesota
$1.2M
AAP
10
Arax Advisory Partners
Colorado
$1.04M +$1.08M +31,218 New
SSWM
11
Sheets Smith Wealth Management
North Carolina
$973K +$83.2K +2,413 +9%
IFA
12
Interactive Financial Advisors
Illinois
$972K +$83.3K +2,416 +9%
FFA
13
Farther Finance Advisors
California
$967K +$73.6K +2,136 +8%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$965K -$491K -14,228 -33%
Two Sigma Investments
15
Two Sigma Investments
New York
$786K +$121K +3,500 +17%
EH
16
Equitable Holdings
New York
$758K -$893K -25,894 -53%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$696K +$97.9K +2,840 +16%
AWA
18
Arkadios Wealth Advisors
Georgia
$589K +$44.4K +1,287 +8%
JIR
19
James Investment Research
Ohio
$516K -$18.7K -541 -3%
OPWM
20
Oxinas Partners Wealth Management
Indiana
$502K -$34.3K -996 -6%
Lido Advisors
21
Lido Advisors
California
$379K +$20.3K +588 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$346K +$1.59K +46 +0.4%
UBS Group
23
UBS Group
Switzerland
$324K -$121K -3,514 -26%
Osaic Holdings
24
Osaic Holdings
Arizona
$319K +$81.8K +2,374 +33%
QCM
25
Quantinno Capital Management
New York
$305K -$310 -9 -0.1%