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RSPR Institutional Ownership

Invesco S&P 500 Equal Weight Real Estate ETF
1W: -2.1% 1M: -7.5% 3M: -9.8% YTD: -1.7% 1Y: -6.7% 3Y: +23.4% 5Y: -1.9%
$33.07
-0.07 (-0.20%)
 
Weekly Expected Move ±1.6%
$32 $33 $33 $34 $34
ETF AMEX · AUM $95.3M

Institutional Ownership — RSPR

60
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
8
New Positions
14
Increased
25
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (75 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 135,978 $4M -25,758 -15.9% 7Q SEC ↗
2 IFP Advisors, Inc NEW 131,000 $4M — +0.0% 1Q SEC ↗
3 BANK OF AMERICA CORP /DE 117,814 $4M +12,808 +12.2% 15Q SEC ↗
4 MORGAN STANLEY 103,709 $3M +3,247 +3.2% 33Q SEC ↗
5 LPL Financial LLC 98,597 $3M -4,931 -4.8% 21Q SEC ↗
6 ROYAL BANK OF CANADA 94,915 $3M +84,487 +810.2% 19Q SEC ↗
7 GOLDMAN SACHS GROUP INC 56,010 $2M +7,027 +14.3% 13Q SEC ↗
8 Sound Income Strategies, LLC 50,407 $2M -991 -1.9% 4Q SEC ↗
9 Cetera Investment Advisers 48,856 $2M +3,760 +8.3% 8Q SEC ↗
10 Capital Management Associates, Inc 36,125 $1M — +0.0% 7Q SEC ↗
11 Farther Finance Advisors, LLC 29,223 $966K +43 +0.1% 6Q SEC ↗
12 INTERACTIVE FINANCIAL ADVISORS, INC. 28,440 $941K -857 -2.9% 16Q SEC ↗
13 Gerber Kawasaki Wealth & Investment Ma 24,370 $806K -4,715 -16.2% 12Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 22,249 $736K +1,265 +6.0% 11Q SEC ↗
15 Arkadios Wealth Advisors 17,695 $585K -58 -0.3% 8Q SEC ↗
16 Equitable Holdings, Inc. 16,317 $540K -6,223 -27.6% 7Q SEC ↗
17 JAMES INVESTMENT RESEARCH, INC. 15,547 $514K — +0.0% 13Q SEC ↗
18 Oxinas Partners, LLC 14,802 $490K -314 -2.1% 23Q SEC ↗
19 MML INVESTORS SERVICES, LLC 12,522 $414K +3,784 +43.3% 11Q SEC ↗
20 Lido Advisors, LLC 11,580 $383K +168 +1.5% 10Q SEC ↗
21 Steward Partners Investment Advisory, 10,016 $331K +10,009 +142985.7% 6Q SEC ↗
22 Quantinno Capital Management LP 9,183 $304K -9 -0.1% 7Q SEC ↗
23 OSAIC HOLDINGS, INC. 9,161 $303K -442 -4.6% 26Q SEC ↗
24 PRINCIPAL SECURITIES, INC. 9,120 $302K +455 +5.3% 2Q SEC ↗
25 Walker Asset Management, LLC 8,969 $297K +441 +5.2% 18Q SEC ↗
26 Belpointe Asset Management LLC NEW 8,645 $286K — +0.0% 1Q SEC ↗
27 CITADEL ADVISORS LLC NEW 8,421 $278K — +0.0% 1Q SEC ↗
28 Koshinski Asset Management, Inc. 7,678 $254K — +0.0% 8Q SEC ↗
29 Burns Matteson Capital Management, LLC 6,855 $227K -658 -8.8% 7Q SEC ↗
30 PGIM Custom Harvest LLC 6,603 $218K -297 -4.3% 15Q SEC ↗
31 Meridian Financial Partners LLC 6,125 $203K — +0.0% 9Q SEC ↗
32 Seek First Inc. NEW 5,840 $193K — +0.0% 1Q SEC ↗
33 UBS Group AG 4,746 $157K -5,010 -51.4% 21Q SEC ↗
34 Arax Advisory Partners 3,348 $111K -27,870 -89.3% 2Q SEC ↗
35 Geneos Wealth Management Inc. 3,081 $102K — +0.0% 31Q SEC ↗
36 Larson Financial Group LLC NEW 2,709 $90K — +0.0% 1Q SEC ↗
37 WELLS FARGO & COMPANY/MN 2,149 $71K +664 +44.7% 33Q SEC ↗
38 Noble Wealth Management PBC 1,150 $38K — +0.0% 4Q SEC ↗
39 HARBOUR INVESTMENTS, INC. 817 $27K -15 -1.8% 15Q SEC ↗
40 FMR LLC 710 $23K — +0.0% 3Q SEC ↗
41 Bogart Wealth, LLC 330 $11K +2 +0.6% 18Q SEC ↗
42 Keating Financial Advisory Services, I 303 $10K — +0.0% 3Q SEC ↗
43 Horizon Investments, LLC 278 $9K -382 -57.9% 3Q SEC ↗
44 JPMORGAN CHASE & CO 197 $7K -1,265 -86.5% 3Q SEC ↗
45 Ascentis Wealth Management, LLC 176 $6K — +0.0% 2Q SEC ↗
46 Costello Asset Management, INC 150 $5K — +0.0% 6Q SEC ↗
47 CWM, LLC 119 $4K -47 -28.3% 7Q SEC ↗
48 Key Capital Management, INC 93 $3K -33 -26.2% 2Q SEC ↗
49 AlphaCore Capital LLC 49 $2K — +0.0% 6Q SEC ↗
50 MERCER GLOBAL ADVISORS INC /ADV NEW 41 $1K — +0.0% 1Q SEC ↗
Biggest Increases (14)
HolderAddedChange %Total Shares
ROYAL BANK OF CANADA +84,487 +810.2% 94,915
BANK OF AMERICA CORP /DE +12,808 +12.2% 117,814
Steward Partners Investment Advisor +10,009 +142985.7% 10,016
GOLDMAN SACHS GROUP INC +7,027 +14.3% 56,010
MML INVESTORS SERVICES, LLC +3,784 +43.3% 12,522
Cetera Investment Advisers +3,760 +8.3% 48,856
MORGAN STANLEY +3,247 +3.2% 103,709
ENVESTNET ASSET MANAGEMENT INC +1,265 +6.0% 22,249
WELLS FARGO & COMPANY/MN +664 +44.7% 2,149
PRINCIPAL SECURITIES, INC. +455 +5.3% 9,120
Walker Asset Management, LLC +441 +5.2% 8,969
Lido Advisors, LLC +168 +1.5% 11,580
Farther Finance Advisors, LLC +43 +0.1% 29,223
Bogart Wealth, LLC +2 +0.6% 330
Biggest Decreases (19)
HolderReducedChange %Total Shares
Arax Advisory Partners -27,870 -89.3% 3,348
RAYMOND JAMES FINANCIAL INC -25,758 -15.9% 135,978
Equitable Holdings, Inc. -6,223 -27.6% 16,317
UBS Group AG -5,010 -51.4% 4,746
LPL Financial LLC -4,931 -4.8% 98,597
Gerber Kawasaki Wealth & Investment -4,715 -16.2% 24,370
JPMORGAN CHASE & CO -1,265 -86.5% 197
Sound Income Strategies, LLC -991 -1.9% 50,407
INTERACTIVE FINANCIAL ADVISORS, INC -857 -2.9% 28,440
Burns Matteson Capital Management, -658 -8.8% 6,855
OSAIC HOLDINGS, INC. -442 -4.6% 9,161
Horizon Investments, LLC -382 -57.9% 278
Oxinas Partners, LLC -314 -2.1% 14,802
PGIM Custom Harvest LLC -297 -4.3% 6,603
Arkadios Wealth Advisors -58 -0.3% 17,695
CWM, LLC -47 -28.3% 119
Key Capital Management, INC -33 -26.2% 93
HARBOUR INVESTMENTS, INC. -15 -1.8% 817
Quantinno Capital Management LP -9 -0.1% 9,183

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms