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Invesco S&P 500 Equal Weight Communication Services ETF

38 hedge funds and large institutions have $35.1M invested in Invesco S&P 500 Equal Weight Communication Services ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more funds holding

Funds holding: 3538 (+3)

1.63% more ownership

Funds ownership: 64.95%66.58% (+1.6%)

1% more capital invested

Capital invested by funds: $34.9M → $35.1M (+$193K)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$7.44M -$43.4K -1,270 -0.6%
RA
2
RFG Advisory
Alabama
$6.04M +$142K +4,145 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$6M +$5.98M +175,272 New
SAM
4
SignalPoint Asset Management
Missouri
$2.41M -$194K -5,672 -7%
Bank of America
5
Bank of America
North Carolina
$1.63M -$23.1K -678 -1%
LPT
6
Legacy Private Trust
Wisconsin
$1.13M -$47.8K -1,399 -4%
YWM
7
Yoder Wealth Management
California
$1.09M +$49.4K +1,448 +5%
PCH
8
PGIM Custom Harvest
New Jersey
$1.03M -$1.73M -50,784 -63%
UBS Group
9
UBS Group
Switzerland
$819K +$9.01K +264 +1%
WAM
10
Walker Asset Management
Missouri
$784K -$32.8K -960 -4%
Goldman Sachs
11
Goldman Sachs
New York
$584K +$583K +17,064 New
LPL Financial
12
LPL Financial
California
$570K -$354K -10,368 -38%
AWS
13
Atria Wealth Solutions
New York
$557K -$10.3K -303 -2%
CA
14
Clearstead Advisors
Ohio
$500K +$499K +14,613 New
NA
15
NewEdge Advisors
Louisiana
$446K +$445K +13,030 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$442K +$441K +12,930 New
SA
17
Sanctuary Advisors
Indiana
$434K -$43.7K -1,281 -9%
OMC
18
Old Mission Capital
Illinois
$427K +$426K +12,483 New
WAM
19
Worth Asset Management
Texas
$382K +$42.2K +1,237 +12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$377K -$8.78K -257 -2%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$371K +$370K +10,840 New
FIM
22
Freedom Investment Management
Connecticut
$370K -$38.7K -1,133 -9%
Lido Advisors
23
Lido Advisors
California
$291K +$51.5K +1,508 +22%
GVAG
24
Great Valley Advisor Group
Delaware
$285K +$546 +16 +0.2%
LWM
25
Laidlaw Wealth Management
New York
$265K

RSPC Hedge Fund Activity: Q4 2024 in Review

38 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) for Q4 2024, worth a combined $35.1M — up 0.55% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RSPC positions and 6 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $583K. The largest seller was PGIM Custom Harvest, cutting an estimated $1.73M.

  • 38 institutional investors held Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) as of Q4 2024, up from 35 in Q3 2024.
  • Funds reported $35.1M of Invesco S&P 500 Equal Weight Communication Services ETF stock for Q4 2024, up 0.55% quarter-over-quarter.
  • 11 funds opened new Invesco S&P 500 Equal Weight Communication Services ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF buyer in Q4 2024 was Goldman Sachs, an estimated $583K added.
  • The largest Invesco S&P 500 Equal Weight Communication Services ETF seller in Q4 2024 was PGIM Custom Harvest, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2024.