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

$30.58
+0.24 (+0.79%)
(As of 06/6/2023)

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

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$10.71M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$25.21M
Get EWRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Equal Weight Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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
11/14/2023PGIM Custom Harvest LLC26,082$746K0.0%-19.1%0.839%
11/9/2023Collaborative 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%
8/14/2023Eqis Capital Management Inc.10,081$315K0.0%-57.0%0.324%
8/10/2023GeoWealth 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%
7/31/2023LPL 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%
5/15/2023PGIM Custom Harvest LLC36,025$1.10M0.0%+4.4%1.066%
5/12/2023GeoWealth Management LLC147,193$4.51M0.5%+13.8%4.355%
5/10/2023 Private Advisor Group LLC27,531$844K0.0%N/A0.815%
5/10/2023LPL Financial LLC101,739$3.12M0.0%-15.8%3.010%
5/8/2023Collaborative 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%
5/5/2023Truist Financial Corp12,489$383K0.0%+2.7%0.369%
5/5/2023Capital 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%
Protect Your Bank Account Before It’s Too Late (Ad)

For months I’ve been warning about the federal government’s terrifying new program to control every American’s bank account. It gives them the power to monitor every single transaction …

Stop right now and do these 3 things to protect yourself
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%
2/13/2023GeoWealth 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%
2/10/2023Collaborative 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%
2/8/2023 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%
2/8/2023Capital Analysts LLC22,485$691K0.0%-4.3%0.709%
2/8/2023Prime Capital Investment Advisors LLC85,701$2.64M0.1%N/A2.704%
2/8/2023 Cambridge 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%
2/3/2023 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%
11/4/2022Prudential 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%
11/3/2022 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%
10/26/2022Truist 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%
10/24/2022Eqis 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%
8/16/2022Collaborative Wealth Managment Inc.22,162$740K0.5%N/A0.593%
8/9/2022Pictet Asset Management SA37,800$1.26M0.0%+64.3%1.011%
8/8/2022Eqis Capital Management Inc.42,982$1.44M0.2%-7.2%1.149%
8/8/2022Baird Financial Group Inc.47,533$1.59M0.0%N/A1.271%
8/5/2022OLD 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%
7/28/2022National 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%
Bill Clinton Backing Biden Replacement??? (Ad)

Bill Clinton is back. And he just met in Mexico with the one person I believe could REPLACE Joe Biden by August…

Click here now for my urgent election forecast.
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%
5/12/2022Capital 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 5/13/2024 by MarketBeat.com Staff

From Our Partners