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Invesco S&P 500 Equal Weight Communication Services ETF

28 hedge funds and large institutions have $103M invested in Invesco S&P 500 Equal Weight Communication Services ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

272% more capital invested

Capital invested by funds: $27.6M → $103M (+$75M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

12% more funds holding

Funds holding: 2528 (+3)

7.15% more ownership

Funds ownership: 78.04%85.19% (+7.1%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$71.8M +$71.5M +2,620,000 New
HighTower Advisors
2
HighTower Advisors
Illinois
$5.29M +$319K +11,691 +6%
RA
3
RFG Advisory
Alabama
$5.27M +$447K +16,357 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.36M +$568K +20,806 +20%
RJA
5
Raymond James & Associates
Florida
$3.35M +$398K +14,575 +14%
SAM
6
SignalPoint Asset Management
Missouri
$2.05M +$40.7K +1,489 +2%
LPL Financial
7
LPL Financial
California
$1.96M +$363K +13,294 +23%
FIM
8
Freedom Investment Management
Connecticut
$1.86M -$1.54M -56,484 -45%
Bank of America
9
Bank of America
North Carolina
$1.38M +$253K +9,283 +23%
PCH
10
PGIM Custom Harvest
New Jersey
$1.33M -$1.38M -50,577 -51%
WAM
11
Walker Asset Management
Missouri
$728K -$2.02K -74 -0.3%
PAG
12
Private Advisor Group
New Jersey
$624K +$89.2K +3,265 +17%
VCP
13
Verus Capital Partners
Arizona
$621K +$99.8K +3,653 +19%
RIA
14
Regal Investment Advisors
Michigan
$476K +$474K +17,344 New
UBS Group
15
UBS Group
Switzerland
$406K +$3.03K +111 +0.8%
LWM
16
Laidlaw Wealth Management
New York
$404K
YWM
17
Yoder Wealth Management
California
$400K +$399K +14,595 New
SB
18
Strategic Blueprint
Georgia
$330K +$60.5K +2,215 +23%
EWA
19
Exencial Wealth Advisors
Oklahoma
$271K
Jane Street
20
Jane Street
New York
$263K +$262K +9,599 New
GVAG
21
Great Valley Advisor Group
Delaware
$249K +$248K +9,072 New
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
$55.1K
LWANC
23
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.4K
WIM
24
Westside Investment Management
California
$2.44K +$2.43K +89 New
KM
25
Kalos Management
Georgia
$2.06K +$2.05K +75 New

RSPC Hedge Fund Activity: Q1 2023 in Review

28 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) for Q1 2023, worth a combined $103M — up 272% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RSPC positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $71.5M. The largest seller was Freedom Investment Management, cutting an estimated $1.54M.

  • 28 institutional investors held Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) as of Q1 2023, up from 25 in Q4 2022.
  • Funds reported $103M of Invesco S&P 500 Equal Weight Communication Services ETF stock for Q1 2023, up 272% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Communication Services ETF positions in Q1 2023 and 4 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF buyer in Q1 2023 was Phoenix Financial, an estimated $71.5M added.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF seller in Q1 2023 was Freedom Investment Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2023.