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Invesco S&P 500 Equal Weight Communication Services ETF

35 hedge funds and large institutions have $34.9M invested in Invesco S&P 500 Equal Weight Communication Services ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 3435 (+1)

18.69% less ownership

Funds ownership: 83.64%64.95% (-19%)

31% less capital invested

Capital invested by funds: $50.9M → $34.9M (-$16M)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$7.17M -$110K -3,534 -2%
RA
2
RFG Advisory
Alabama
$5.64M +$112K +3,621 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.31M -$82.2K -2,653 -2%
PCH
4
PGIM Custom Harvest
New Jersey
$2.65M -$185K -5,956 -7%
SAM
5
SignalPoint Asset Management
Missouri
$2.48M +$15.7K +506 +0.7%
Bank of America
6
Bank of America
North Carolina
$1.58M -$5.64K -182 -0.4%
RJA
7
Raymond James & Associates
Florida
$1.44M -$146K -4,718 -10%
LI
8
LVZ Inc
Michigan
$1.4M +$1.32M +42,721 New
LPT
9
Legacy Private Trust
Wisconsin
$1.12M +$40K +1,291 +4%
YWM
10
Yoder Wealth Management
California
$997K +$23.9K +772 +3%
LPL Financial
11
LPL Financial
California
$884K -$6.33M -204,104 -88%
WAM
12
Walker Asset Management
Missouri
$781K -$20.6K -666 -3%
UBS Group
13
UBS Group
Switzerland
$775K -$9.46K -305 -1%
AWS
14
Atria Wealth Solutions
New York
$543K +$55K +1,774 +12%
SA
15
Sanctuary Advisors
Indiana
$480K -$10.5K -340 -2%
Jane Street
16
Jane Street
New York
$391K +$370K +11,948 New
FIM
17
Freedom Investment Management
Connecticut
$391K -$24.6K -793 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$369K -$6.17K -199 -2%
WAM
19
Worth Asset Management
Texas
$325K -$81.3K -2,624 -21%
Citadel Advisors
20
Citadel Advisors
Florida
$295K +$280K +9,027 New
GVAG
21
Great Valley Advisor Group
Delaware
$272K -$46.9K -1,512 -15%
LWM
22
Laidlaw Wealth Management
New York
$253K
Lido Advisors
23
Lido Advisors
California
$229K -$16.6K -535 -7%
LWANC
24
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.3K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$29K -$10.1K -325 -27%

RSPC Hedge Fund Activity: Q3 2024 in Review

35 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) for Q3 2024, worth a combined $34.9M — down 31% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSPC positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 17 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $1.32M. The largest seller was Truist Financial, exiting entirely with an estimated $6.94M sold.

  • 35 institutional investors held Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $34.9M of Invesco S&P 500 Equal Weight Communication Services ETF stock for Q3 2024, down 31% quarter-over-quarter.
  • 5 funds opened new Invesco S&P 500 Equal Weight Communication Services ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF buyer in Q3 2024 was LVZ Inc, an estimated $1.32M added.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF seller in Q3 2024 was Truist Financial, an estimated $6.94M sold.

Based on aggregated 13F filings for Q3 2024.