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Invesco S&P 500 Equal Weight Communication Services ETF

31 hedge funds and large institutions have $40.3M invested in Invesco S&P 500 Equal Weight Communication Services ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $37.2M → $40.3M (+$3.11M)

8.35% more ownership

Funds ownership: 67.31%75.67% (+8.4%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.75M +$5.81M +207,556 +452%
RA
2
RFG Advisory
Alabama
$5.3M +$58.5K +2,088 +1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.28M +$171K +6,094 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.25M +$91.6K +3,270 +2%
RJA
5
Raymond James & Associates
Florida
$3.03M -$8.32K -297 -0.3%
CWA
6
CM Wealth Advisors
Ohio
$2.94M +$570K +20,342 New
PCH
7
PGIM Custom Harvest
New Jersey
$2.61M
SAM
8
SignalPoint Asset Management
Missouri
$2.02M +$24.4K +873 +1%
Goldman Sachs
9
Goldman Sachs
New York
$696K -$143K -5,107 -16%
WAM
10
Walker Asset Management
Missouri
$680K -$10.1K -360 -1%
LPT
11
Legacy Private Trust
Wisconsin
$627K +$659K +23,533 New
FTUS
12
Flow Traders U.S.
New York
$621K +$653K +23,308 New
Lido Advisors
13
Lido Advisors
California
$601K +$252K +9,018 +67%
YWM
14
Yoder Wealth Management
California
$553K +$71.5K +2,554 +14%
FIM
15
Freedom Investment Management
Connecticut
$536K -$164K -5,842 -23%
UBS Group
16
UBS Group
Switzerland
$514K +$129K +4,622 +32%
AWS
17
Atria Wealth Solutions
New York
$497K +$522K +18,646 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$305K +$320K +11,438 New
LWM
19
Laidlaw Wealth Management
New York
$280K -$82.8K -2,957 -22%
EWA
20
Exencial Wealth Advisors
Oklahoma
$263K
BCV
21
Banque Cantonale Vaudoise
Switzerland
$253K +$266K +9,501 New
GVAG
22
Great Valley Advisor Group
Delaware
$251K +$616 +22 +0.2%
LPL Financial
23
LPL Financial
California
$228K -$1.71M -60,988 -88%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$100K -$563K -20,094 -84%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$26.4K

RSPC Hedge Fund Activity: Q3 2023 in Review

31 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) for Q3 2023, worth a combined $40.3M — up 8.4% from $37.2M a quarter earlier.

Fund positioning in RSPC was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 10 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $5.81M. The largest seller was LPL Financial, cutting an estimated $1.71M.

  • 31 institutional investors held Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $40.3M of Invesco S&P 500 Equal Weight Communication Services ETF stock for Q3 2023, up 8.4% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Communication Services ETF positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF buyer in Q3 2023 was Bank of America, an estimated $5.81M added.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF seller in Q3 2023 was LPL Financial, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2023.