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Invesco S&P 500 Equal Weight Communication Services ETF

32 hedge funds and large institutions have $63.9M invested in Invesco S&P 500 Equal Weight Communication Services ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

10% more funds holding

Funds holding: 2932 (+3)

7.85% more ownership

Funds ownership: 89.57%97.41% (+7.8%)

1% more capital invested

Capital invested by funds: $63.5M → $63.9M (+$332K)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
8
Closed
2
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
$11.7M -$339K -11,608 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.9M -$37K -1,265 -0.5%
Truist Financial
3
Truist Financial
North Carolina
$6.88M +$62K +2,123 +0.9%
LPL Financial
4
LPL Financial
California
$6.5M +$6.07M +207,616 +1,965%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.15M +$176K +6,029 +3%
RJA
6
Raymond James & Associates
Florida
$5.81M -$22.4K -767 -0.4%
RA
7
RFG Advisory
Alabama
$4.87M +$72.6K +2,485 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.95M -$6.67M -228,215 -63%
PCH
9
PGIM Custom Harvest
New Jersey
$2.59M -$42.6K -1,458 -2%
SAM
10
SignalPoint Asset Management
Missouri
$2.24M -$11.4K -391 -0.5%
LPT
11
Legacy Private Trust
Wisconsin
$1.21M +$394K +13,487 +50%
YWM
12
Yoder Wealth Management
California
$863K +$204K +6,996 +32%
WAM
13
Walker Asset Management
Missouri
$731K +$497 +17 +0.1%
UBS Group
14
UBS Group
Switzerland
$697K +$70.7K +2,419 +12%
FIM
15
Freedom Investment Management
Connecticut
$448K -$102K -3,483 -19%
AWS
16
Atria Wealth Solutions
New York
$438K -$18.4K -631 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$341K
GVAG
18
Great Valley Advisor Group
Delaware
$298K +$468 +16 +0.2%
EWA
19
Exencial Wealth Advisors
Oklahoma
$295K
Lido Advisors
20
Lido Advisors
California
$254K +$14.3K +490 +6%
LWM
21
Laidlaw Wealth Management
New York
$231K
PS
22
Principal Securities
Iowa
$209K +$3.42K +117 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$201K +$197K +6,743 New
LWANC
24
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.6K
RIL
25
Rothschild Investment LLC
Illinois
$23.4K +$22.9K +785 New

RSPC Hedge Fund Activity: Q1 2024 in Review

32 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) for Q1 2024, worth a combined $63.9M — up 0.52% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSPC positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.07M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.67M.

  • 32 institutional investors held Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) as of Q1 2024, up from 29 in Q4 2023.
  • Funds reported $63.9M of Invesco S&P 500 Equal Weight Communication Services ETF stock for Q1 2024, up 0.52% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Communication Services ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF buyer in Q1 2024 was LPL Financial, an estimated $6.07M added.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $6.67M sold.

Based on aggregated 13F filings for Q1 2024.