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Invesco S&P 500 Equal Weight Materials ETF

86 hedge funds and large institutions have $144M invested in Invesco S&P 500 Equal Weight Materials ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

1% more funds holding

Funds holding: 8586 (+1)

5% more capital invested

Capital invested by funds: $138M → $144M (+$6.87M)

0.93% more ownership

Funds ownership: 47.68%48.6% (+0.93%)

38% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 34

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$971K -$4.47K -143 -0.5%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$955K -$148K -4,747 -14%
CAL
28
Capital Analysts LLC
Pennsylvania
$834K +$3.81K +122 +0.5%
Ameriprise
29
Ameriprise
Minnesota
$813K +$2.25K +72 +0.3%
PS
30
Principal Securities
Iowa
$803K +$746K +23,884 New
Wells Fargo
31
Wells Fargo
California
$761K +$36.3K +1,161 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$757K -$52.7K -1,688 -7%
MML Investors Services
33
MML Investors Services
Massachusetts
$729K -$33.7K -1,080 -5%
SI
34
Stephens Inc
Arkansas
$612K
Citadel Advisors
35
Citadel Advisors
Florida
$590K -$236K -7,539 -30%
EH
36
Equitable Holdings
New York
$538K +$4.5K +144 +0.9%
PAG
37
Private Advisor Group
New Jersey
$534K -$10.1K -324 -2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$465K -$92.4K -2,957 -18%
FFN
39
Focus Financial Network
Minnesota
$457K -$25.3K -811 -6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$429K -$520K -16,646 -57%
CFD
41
Creative Financial Designs
Indiana
$427K -$66.8K -2,137 -14%
SIA
42
Schechter Investment Advisors
Michigan
$419K
HFM
43
Hartford Financial Management
Connecticut
$387K
BKA
44
Brick & Kyle Associates
Pennsylvania
$374K +$156 +5 +0%
AMG
45
Asset Management Group
Connecticut
$366K -$22.6K -722 -6%
RJA
46
Raymond James & Associates
Florida
$351K -$42K -1,343 -11%
FLPIM
47
F.L. Putnam Investment Management
Massachusetts
$346K
LOIP
48
Live Oak Investment Partners
Texas
$341K
PA
49
PFG Advisors
Arizona
$341K +$111K +3,550 +54%
YWM
50
Yoder Wealth Management
California
$337K

RSPM Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q4 2023, worth a combined $144M — up 5% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RSPM positions and 9 closed out — a net gain of 3 holders — while 21 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.9M. The largest seller was Avantax Advisory Services, cutting an estimated $2.2M.

  • 86 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $144M of Invesco S&P 500 Equal Weight Materials ETF stock for Q4 2023, up 5% quarter-over-quarter.
  • 12 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q4 2023 and 9 closed out, a net change of +3 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.9M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q4 2023 was Avantax Advisory Services, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2023.