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Invesco S&P 500 Equal Weight Real Estate ETF (EWRE) Institutional Ownership

$32.48
-0.09 (-0.28%)
(As of 06/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Equal Weight Real Estate ETF (NYSEARCA:EWRE)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$10.67M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$25.21M
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EWRE Institutional Buying and Selling by Quarter

Invesco S&P 500 Equal Weight Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2023 PGIM Custom Harvest LLC26,082$746K0.0%-19.1%0.839%
11/9/2023 Collaborative Wealth Managment Inc.27,801$796K0.5%-8.7%0.894%
11/3/2023 Private Advisor Group LLC24,778$709K0.0%+7.8%0.797%
10/26/2023 Interactive Financial Advisors Inc.27,430$785K0.5%-2.7%0.882%
10/25/2023 Oxinas Partners Wealth Management LLC102,300$2.93M2.2%-3.7%3.289%
10/24/2023 Raymond James Financial Services Advisors Inc.77,236$2.21M0.0%-80.5%2.483%
10/24/2023 Raymond James & Associates9,048$259K0.0%N/A0.291%
10/13/2023 SignalPoint Asset Management LLC30,479$872K0.2%+3.3%0.980%
10/12/2023IFP Advisors Inc251,742$7.21M0.3%+21,490.2%8.095%
10/12/2023 Wealthcare Advisory Partners LLC35,625$1.02M0.0%-69.4%1.145%
10/10/2023 Fortem Financial Group LLC67,118$1.92M1.1%+8.6%2.158%
8/14/2023 Eqis Capital Management Inc.10,081$315K0.0%-57.0%0.324%
8/10/2023 GeoWealth Management LLC53,259$1.67M0.2%-63.8%1.713%
8/10/2023 Private Advisor Group LLC22,975$719K0.0%-16.5%0.739%
8/8/2023 Geneos Wealth Management Inc.4,406$138K0.0%-7.8%0.130%
8/4/2023IFP Advisors Inc1,166$31K0.0%-99.3%0.034%
8/1/2023 Interactive Financial Advisors Inc.28,193$882K0.6%-1.2%0.834%
7/31/2023 LPL Financial LLC110,020$3.44M0.0%+8.1%3.255%
7/25/2023 Raymond James Financial Services Advisors Inc.395,958$12.39M0.0%+28.1%11.715%
7/18/2023 Fortem Financial Group LLC61,786$1.93M1.1%-7.9%1.828%
7/17/2023 Wealthcare Advisory Partners LLC116,386$3.64M0.2%-49.9%3.443%
7/14/2023 Oxinas Partners Wealth Management LLC106,273$3.32M2.2%-17.5%3.144%
7/12/2023 SignalPoint Asset Management LLC29,519$923K0.3%+4.8%0.873%
5/15/2023 PGIM Custom Harvest LLC36,025$1.10M0.0%+4.4%1.066%
5/12/2023 GeoWealth Management LLC147,193$4.51M0.5%+13.8%4.355%
5/10/2023 Private Advisor Group LLC27,531$844K0.0%N/A0.815%
5/10/2023 LPL Financial LLC101,739$3.12M0.0%-15.8%3.010%
5/8/2023 Collaborative Wealth Managment Inc.31,448$964K0.6%+1.9%0.930%
5/8/2023 Global Retirement Partners LLC11,920$360K0.0%+4.7%0.353%
5/5/2023 Truist Financial Corp12,489$383K0.0%+2.7%0.369%
5/5/2023 Capital Analysts LLC23,185$711K0.0%+3.1%0.686%
5/4/2023 Wealthcare Advisory Partners LLC232,479$7.13M0.3%+34.9%6.878%
5/3/2023 Aspire Private Capital LLC760$23.29B0.0%N/A0.022%
4/27/2023 Interactive Financial Advisors Inc.28,527$874K0.6%+6.2%0.844%
4/26/2023 James Investment Research Inc.22,213$681K0.1%-5.6%0.657%
4/21/2023 Fortem Financial Group LLC67,083$2.06M1.3%-16.3%1.985%
4/18/2023IFP Advisors Inc174,316$4.65M0.2%+11,963.4%5.157%
4/14/2023 Raymond James Financial Services Advisors Inc.309,180$9.48M0.0%+520.5%9.147%
4/14/2023 SignalPoint Asset Management LLC28,164$863K0.3%+7.5%0.833%
4/12/2023 Oxinas Partners Wealth Management LLC128,779$3.95M2.8%-1.0%3.810%
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4/12/2023 Private Trust Co. NA2,937$90K0.0%N/A0.087%
4/11/2023 Walker Asset Management LLC9,651$296K0.3%+5.4%0.286%
4/10/2023 Sound Income Strategies LLC43,480$1.33M0.1%+8.7%1.286%
3/28/2023Prostatis Group LLC22,777$25K0.0%N/A0.735%
3/23/2023Prostatis Group LLC22,777$25K0.0%N/A0.735%
2/13/2023 GeoWealth Management LLC129,308$3.98M0.4%+56.2%4.079%
2/13/2023 Wealthcare Advisory Partners LLC172,373$5.30M0.3%+28.6%5.438%
2/10/2023 Collaborative Wealth Managment Inc.30,874$949K0.6%+29.1%0.974%
2/10/2023 Advisor Group Holdings Inc.86,023$2.64M0.0%+10.9%2.714%
2/8/2023 Raymond James Financial Services Advisors Inc.49,825$1.53M0.0%+43.7%1.572%
2/8/2023 Interactive Financial Advisors26,858$826K0.5%+21.3%0.847%
2/8/2023 Capital Analysts LLC22,485$691K0.0%-4.3%0.709%
2/8/2023 Prime Capital Investment Advisors LLC85,701$2.64M0.1%N/A2.704%
2/8/2023 Cambridge Investment Research Advisors Inc.13,388$412K0.0%-6.0%0.422%
2/7/2023 LPL Financial LLC120,847$3.72M0.0%+100.1%3.812%
2/7/2023IFP Advisors Inc1,445$43K0.0%-99.2%0.046%
2/3/2023 Spire Wealth Management71,109$2.19M0.1%-2.4%2.243%
1/31/2023 Geneos Wealth Management Inc.4,788$147K0.0%+13.3%0.151%
1/30/2023 James Investment Research Inc.23,530$724K0.1%-2.5%0.742%
1/18/2023 Oxinas Partners Wealth Management LLC130,130$4.00M3.4%-5.0%4.079%
1/17/2023 Fortem Financial Group LLC80,125$2.46M1.4%-15.5%2.512%
1/11/2023 Sound Income Strategies LLC40,017$1.23M0.2%+33.4%1.216%
11/14/2022Pictet Asset Management SA62,367$1.87M0.0%+65.0%1.699%
11/7/2022 Spire Wealth Management72,829$2.18M0.1%-20.3%1.984%
11/4/2022 Prudential Financial Inc.20,734$708K0.0%-3.9%0.565%
11/4/2022First Republic Investment Management Inc.549,062$16.44M0.0%-7.9%14.961%
11/3/2022 Global Retirement Partners LLC11,149$344K0.0%+30.0%0.304%
11/1/2022 Fortem Financial Group LLC94,851$2.84M2.0%-9.4%2.584%
10/31/2022 James Investment Research Inc.24,125$722K0.1%-57.3%0.643%
10/27/2022 SignalPoint Asset Management LLC26,030$779K0.3%+1.7%0.694%
10/27/2022 Money Concepts Capital Corp5,293$158K0.0%+70.9%0.141%
10/26/2022 Truist Financial Corp12,678$434K0.0%N/A0.338%
10/25/2022 Raymond James Financial Services Advisors Inc.34,683$1.04M0.0%+47.8%0.925%
10/24/2022 Eqis Capital Management Inc.43,330$1.30M0.1%+0.8%1.155%
10/18/2022 Sound Income Strategies LLC29,994$898K0.1%+12.2%0.811%
10/17/2022 Cambridge Investment Research Advisors Inc.14,240$426K0.0%+7.8%0.385%
10/17/2022 Oxinas Partners Wealth Management LLC136,978$4.10M3.4%-25.0%3.702%
10/14/2022 Private Advisor Group LLC15,913$477K0.0%+31.6%0.430%
10/11/2022 Walker Asset Management LLC9,160$274K0.2%+5.7%0.246%
8/16/2022 Collaborative Wealth Managment Inc.22,162$740K0.5%N/A0.593%
8/9/2022Pictet Asset Management SA37,800$1.26M0.0%+64.3%1.011%
8/8/2022 Eqis Capital Management Inc.42,982$1.44M0.2%-7.2%1.149%
8/8/2022 Baird Financial Group Inc.47,533$1.59M0.0%N/A1.271%
8/5/2022 OLD Mission Capital LLC62,639$2.09M0.1%+120.8%1.675%
8/1/2022 James Investment Research Inc.56,442$1.89M0.3%-11.5%1.470%
7/29/2022 Walker Asset Management LLC8,666$290K0.0%+17.0%0.226%
7/28/2022 National Bank of Canada FI3,015$101K0.0%+148.6%0.079%
7/25/2022 SignalPoint Asset Management LLC25,585$854K0.3%+3.9%0.666%
7/25/2022 Fortem Financial Group LLC104,712$3.50M2.3%+35.9%2.727%
7/25/2022 Walker Asset Management LLC510,972$18.92M0.2%+6,799.4%13.307%
This Weight Loss Company Can't Make Enough Product (Ad)

A tiny pharmaceutical company is getting overwhelmed by a massive demand for its new weight loss marvel. They recently reported over 25,000 Americans are starting their drug each week - a 4X increase since December!

Get the name of the company and their stock ticker here >>>
7/22/2022 Spire Wealth Management91,355$3.05M0.1%-31.7%2.379%
7/22/2022 Geneos Wealth Management Inc.4,225$144K0.0%-14.8%0.110%
7/18/2022 Western Wealth Management LLC48,189$1.61M0.1%N/A1.236%
7/15/2022 Global Retirement Partners LLC8,575$286K0.0%-4.0%0.220%
7/15/2022 Oxinas Partners Wealth Management LLC182,669$6.10M4.6%-5.6%4.684%
7/13/2022 Private Advisor Group LLC12,096$404K0.0%-20.9%0.310%
7/13/2022 Cambridge Investment Research Advisors Inc.13,209$441K0.0%-4.3%0.339%
7/11/2022 Sound Income Strategies LLC26,740$893K0.1%+19.0%0.686%
7/7/2022 AdvisorNet Financial Inc2,430$81K0.0%-29.6%0.062%
5/12/2022 Capital Analysts LLC25,325$1.03M0.1%-28.3%0.567%
(Data available from 1/1/2016 forward)

EWRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EWRE shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Invesco S&P 500 Equal Weight Real Estate ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($23.29B), First Republic Investment Management Inc. ($16.44M), IFP Advisors Inc ($7.21M), LPL Financial LLC ($3.44M), Oxinas Partners Wealth Management LLC ($2.93M), Advisor Group Holdings Inc. ($2.64M), and Prime Capital Investment Advisors LLC ($2.64M).Learn more on EWRE's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Equal Weight Real Estate ETF stock?

Of the 32 institutional investors that purchased Invesco S&P 500 Equal Weight Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Walker Asset Management LLC ($505.81K), IFP Advisors Inc ($423.45K), Raymond James Financial Services Advisors Inc. ($372.48K), Wealthcare Advisory Partners LLC ($98.39K), Prime Capital Investment Advisors LLC ($85.70K), LPL Financial LLC ($68.72K), and GeoWealth Management LLC ($64.40K).

How much institutional buying is happening at Invesco S&P 500 Equal Weight Real Estate ETF?

Institutional investors have bought a total of 2,008,250 shares in the last 24 months. This purchase volume represents approximately $63.00M in transactions.

Which Invesco S&P 500 Equal Weight Real Estate ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Invesco S&P 500 Equal Weight Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IFP Advisors Inc ($347.74K), Raymond James Financial Services Advisors Inc. ($318.72K), Wealthcare Advisory Partners LLC ($196.85K), GeoWealth Management LLC ($93.93K), Oxinas Partners Wealth Management LLC ($91.17K), Spire Wealth Management ($62.59K), and First Republic Investment Management Inc. ($47.39K).

How much institutional selling is happening at Invesco S&P 500 Equal Weight Real Estate ETF?

Institutional investors have sold a total of 1,302,216 shares in the last 24 months. This volume of shares sold represents approximately $39.39M in transactions.


This page (NYSEARCA:EWRE) was last updated on 6/18/2024 by MarketBeat.com Staff

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