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META   508.67 (+2.93%)
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AMZN   182.22 (+0.52%)
TSLA   150.11 (-3.44%)
NVDA   859.37 (+2.26%)
AMD   156.53 (+1.63%)
NIO   4.03 (+3.07%)
BABA   69.31 (+0.71%)
T   16.15 (+0.19%)
F   12.11 (+0.58%)
MU   113.99 (-2.01%)
GE   156.51 (+0.54%)
CGC   7.66 (+18.03%)
DIS   113.60 (+0.58%)
AMC   2.92 (-2.01%)
PFE   25.32 (-0.39%)
PYPL   62.68 (-0.92%)
XOM   118.77 (+0.12%)
QQQ   427.15 (+0.31%)
AAPL   167.81 (-0.11%)
MSFT   411.62 (-0.05%)
META   508.67 (+2.93%)
GOOGL   155.94 (+0.30%)
AMZN   182.22 (+0.52%)
TSLA   150.11 (-3.44%)
NVDA   859.37 (+2.26%)
AMD   156.53 (+1.63%)
NIO   4.03 (+3.07%)
BABA   69.31 (+0.71%)
T   16.15 (+0.19%)
F   12.11 (+0.58%)
MU   113.99 (-2.01%)
GE   156.51 (+0.54%)
CGC   7.66 (+18.03%)
DIS   113.60 (+0.58%)
AMC   2.92 (-2.01%)
PFE   25.32 (-0.39%)
PYPL   62.68 (-0.92%)
XOM   118.77 (+0.12%)
QQQ   427.15 (+0.31%)
AAPL   167.81 (-0.11%)
MSFT   411.62 (-0.05%)
META   508.67 (+2.93%)
GOOGL   155.94 (+0.30%)
AMZN   182.22 (+0.52%)
TSLA   150.11 (-3.44%)
NVDA   859.37 (+2.26%)
AMD   156.53 (+1.63%)
NIO   4.03 (+3.07%)
BABA   69.31 (+0.71%)
T   16.15 (+0.19%)
F   12.11 (+0.58%)
MU   113.99 (-2.01%)
GE   156.51 (+0.54%)
CGC   7.66 (+18.03%)
DIS   113.60 (+0.58%)
AMC   2.92 (-2.01%)
PFE   25.32 (-0.39%)
PYPL   62.68 (-0.92%)
XOM   118.77 (+0.12%)

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

$30.28
-0.08 (-0.26%)
(As of 04/17/2024 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)
22
Total
Institutional Inflows
(last 12 months)
$20.52M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$35.50M
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Skip Chart & View Institutional Buying and Selling Data

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
11/15/2023Royal Bank of Canada18,141$519K0.0%-51.0%0.583%
11/14/2023PGIM Custom Harvest LLC26,082$746K0.0%-19.1%0.839%
11/13/2023LPL Financial LLC115,206$3.30M0.0%+4.7%3.704%
11/9/2023Collaborative Wealth Managment Inc.27,801$796K0.5%-8.7%0.894%
11/9/2023UBS Group AG12,006$344K0.0%+9.4%0.386%
11/3/2023Private Advisor Group LLC24,778$709K0.0%+7.8%0.797%
10/26/2023Interactive Financial Advisors Inc.27,430$785K0.5%-2.7%0.882%
10/25/2023Oxinas Partners Wealth Management LLC102,300$2.93M2.2%-3.7%3.289%
10/24/2023Raymond James Financial Services Advisors Inc.77,236$2.21M0.0%-80.5%2.483%
10/24/2023Raymond 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%
10/12/2023Wealthcare Advisory Partners LLC35,625$1.02M0.0%-69.4%1.145%
10/10/2023Fortem Financial Group LLC67,118$1.92M1.1%+8.6%2.158%
8/21/2023Osaic Holdings Inc.36,607$1.15M0.0%-57.4%1.177%
8/15/2023Wells Fargo & Company MN57,176$1.79M0.0%+0.7%1.838%
8/15/2023Goldman Sachs Group Inc.9,127$285K0.0%N/A0.293%
8/15/2023Royal Bank of Canada36,993$1.16M0.0%-18.5%1.189%
8/14/2023IFP Advisors Inc1,166$36K0.0%-99.3%0.037%
8/14/2023Eqis Capital Management Inc.10,081$315K0.0%-57.0%0.324%
8/11/2023Baird Financial Group Inc.58,983$1.85M0.0%+4.6%1.897%
8/10/2023Osaic Holdings Inc.36,607$1.15M0.0%-57.4%1.177%
8/10/2023GeoWealth Management LLC53,259$1.67M0.2%-63.8%1.713%
8/10/2023Private Advisor Group LLC22,975$719K0.0%-16.5%0.739%
8/8/2023Geneos Wealth Management Inc.4,406$138K0.0%-7.8%0.130%
8/4/2023IFP Advisors Inc1,166$31K0.0%-99.3%0.034%
8/1/2023Interactive Financial Advisors Inc.28,193$882K0.6%-1.2%0.834%
7/31/2023LPL Financial LLC110,020$3.44M0.0%+8.1%3.255%
7/25/2023Raymond James Financial Services Advisors Inc.395,958$12.39M0.0%+28.1%11.715%
7/18/2023Fortem Financial Group LLC61,786$1.93M1.1%-7.9%1.828%
7/17/2023Wealthcare Advisory Partners LLC116,386$3.64M0.2%-49.9%3.443%
7/14/2023Oxinas 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%
5/16/2023Susquehanna International Group LLP13,683$419K0.0%N/A0.405%
5/16/2023Belpointe Asset Management LLC3,174$97K0.0%+459.8%0.094%
5/15/2023PGIM Custom Harvest LLC36,025$1.10M0.0%+4.4%1.066%
5/12/2023GeoWealth Management LLC147,193$4.51M0.5%+13.8%4.355%
5/12/2023UBS Group AG11,940$366K0.0%+28.6%0.353%
5/10/2023Private Advisor Group LLC27,531$844K0.0%N/A0.815%
5/10/2023LPL Financial LLC101,739$3.12M0.0%-15.8%3.010%
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5/8/2023Collaborative Wealth Managment Inc.31,448$964K0.6%+1.9%0.930%
5/8/2023Global Retirement Partners LLC11,920$360K0.0%+4.7%0.353%
5/5/2023Truist Financial Corp12,489$383K0.0%+2.7%0.369%
5/5/2023Capital Analysts LLC23,185$711K0.0%+3.1%0.686%
5/4/2023Wealthcare Advisory Partners LLC232,479$7.13M0.3%+34.9%6.878%
5/3/2023Aspire Private Capital LLC760$23.29B0.0%N/A0.022%
4/27/2023Interactive Financial Advisors Inc.28,527$874K0.6%+6.2%0.844%
4/26/2023James Investment Research Inc.22,213$681K0.1%-5.6%0.657%
4/21/2023Fortem 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%
4/14/2023Raymond 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%
4/12/2023Oxinas Partners Wealth Management LLC128,779$3.95M2.8%-1.0%3.810%
4/12/2023Private Trust Co. NA2,937$90K0.0%N/A0.087%
4/11/2023 Walker Asset Management LLC9,651$296K0.3%+5.4%0.286%
4/10/2023Sound 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%
2/17/2023Truist Financial Corp12,163$374K0.0%-4.1%0.384%
2/16/2023CreativeOne Wealth LLC8,277$254K0.0%N/A0.261%
2/16/2023Resurgent Financial Advisors LLC1,000$31K0.0%N/A0.032%
2/15/2023Jane Street Group LLC15,861$488K0.0%N/A0.500%
2/15/2023Morgan Stanley137,028$4.21M0.0%+6.3%4.323%
2/15/2023Eqis Capital Management Inc.42,346$1.30M0.1%-2.3%1.336%
2/13/2023First Republic Investment Management Inc.83,491$2.57M0.0%-84.8%2.634%
2/13/2023GeoWealth Management LLC129,308$3.98M0.4%+56.2%4.079%
2/13/2023Baird Financial Group Inc.53,365$1.64M0.0%+11.0%1.683%
2/13/2023Wealthcare Advisory Partners LLC172,373$5.30M0.3%+28.6%5.438%
2/13/2023Wells Fargo & Company MN87,978$2.71M0.0%-42.6%2.775%
2/10/2023Bank of America Corp DE11,814$363K0.0%-14.1%0.373%
2/10/2023Collaborative Wealth Managment Inc.30,874$949K0.6%+29.1%0.974%
2/10/2023Advisor Group Holdings Inc.86,023$2.64M0.0%+10.9%2.714%
2/8/2023Raymond James Financial Services Advisors Inc.49,825$1.53M0.0%+43.7%1.572%
2/8/2023Interactive Financial Advisors26,858$826K0.5%+21.3%0.847%
2/8/2023UBS Group AG9,283$285K0.0%+49.7%0.293%
2/8/2023Capital Analysts LLC22,485$691K0.0%-4.3%0.709%
2/8/2023Prime Capital Investment Advisors LLC85,701$2.64M0.1%N/A2.704%
2/8/2023Cambridge Investment Research Advisors Inc.13,388$412K0.0%-6.0%0.422%
2/7/2023LPL Financial LLC120,847$3.72M0.0%+100.1%3.812%
2/7/2023IFP Advisors Inc1,445$43K0.0%-99.2%0.046%
2/3/2023Spire Wealth Management71,109$2.19M0.1%-2.4%2.243%
1/31/2023Geneos Wealth Management Inc.4,788$147K0.0%+13.3%0.151%
1/30/2023James Investment Research Inc.23,530$724K0.1%-2.5%0.742%
1/18/2023Oxinas Partners Wealth Management LLC130,130$4.00M3.4%-5.0%4.079%
1/17/2023Fortem Financial Group LLC80,125$2.46M1.4%-15.5%2.512%
1/11/2023Sound Income Strategies LLC40,017$1.23M0.2%+33.4%1.216%
11/16/2022Baird Financial Group Inc.48,064$1.44M0.0%+1.1%1.430%
11/15/2022Citadel Advisors LLC9,058$271K0.0%-57.9%0.247%
11/14/2022Royal Bank of Canada22,015$659K0.0%-23.5%0.600%
11/14/2022Pictet Asset Management SA62,367$1.87M0.0%+65.0%1.699%
A.I. Pioneer Issues Urgent Warning to Americans (Ad)

According to one early A.I. pioneer: “You can either use this as an unfair advantage to grow your wealth, or you can let it ravage your retirement savings. There’s no middle option.”

Click here to learn more while there’s still time.
11/10/2022UBS Group AG6,202$186K0.0%+7.3%0.169%
11/7/2022Spire Wealth Management72,829$2.18M0.1%-20.3%1.984%
11/4/2022Prudential 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%
11/3/2022Global Retirement Partners LLC11,149$344K0.0%+30.0%0.304%
11/1/2022Fortem Financial Group LLC94,851$2.84M2.0%-9.4%2.584%
10/31/2022James 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%
10/27/2022Money Concepts Capital Corp5,293$158K0.0%+70.9%0.141%
10/26/2022Truist Financial Corp12,678$434K0.0%N/A0.338%
(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, 55 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), IFP Advisors Inc ($7.21M), Synergy Asset Management LLC ($5.71M), Morgan Stanley ($4.21M), LPL Financial LLC ($3.30M), Sigma Planning Corp ($3.03M), and Oxinas Partners Wealth Management LLC ($2.93M).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 49 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: First Republic Investment Management Inc. ($596.46K), 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), and LPL Financial LLC ($73.91K).

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

Institutional investors have bought a total of 2,830,834 shares in the last 24 months. This purchase volume represents approximately $94.67M in transactions.

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

Of the 28 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 ($520.89K), First Republic Investment Management Inc. ($512.96K), Raymond James Financial Services Advisors Inc. ($350.99K), Wealthcare Advisory Partners LLC ($196.85K), Spire Wealth Management ($105.31K), Osaic Holdings Inc. ($98.62K), and GeoWealth Management LLC ($93.93K).

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

Institutional investors have sold a total of 2,299,129 shares in the last 24 months. This volume of shares sold represents approximately $71.36M in transactions.


This page (NYSEARCA:EWRE) was last updated on 4/18/2024 by MarketBeat.com Staff

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