We are live on ! Find out more
RSPM icon

Invesco S&P 500 Equal Weight Materials ETF
RSPM

84 hedge funds and large institutions have $131M invested in Invesco S&P 500 Equal Weight Materials ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 48.54% → 47.64% (-0.9%)

7% less funds holding

Funds holding: 90 → 84 (-6)

8% less capital invested

Capital invested by funds: $142M → $131M (-$11.4M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
25
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Valley Wealth Managers
New Jersey
+$4.33M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.23M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.11M
4
Wells Fargo
Wells Fargo
California
+$292K
5
CA
Clearstead Advisors
Ohio
+$288K

Top Sellers

1
MIM
Miller Investment Management
Pennsylvania
-$4.36M
2
CMP
Courage Miller Partners
Virginia
-$2.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.54M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$870K
5
Osaic Holdings
Osaic Holdings
Arizona
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$765K -$79.1K -2,230 -9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$752K +$30.7K +865 +4%
UBS Group
28
UBS Group
Switzerland
$723K +$52.4K +1,479 +8%
CWA
29
Capital Wealth Alliance
Arizona
$635K +$19.2K +542 +3%
JP Morgan Chase
30
JP Morgan Chase
New York
$614K -$230K -6,492 -27%
Wells Fargo
31
Wells Fargo
California
$611K +$292K +8,230 +87%
SAM
32
Strategy Asset Managers
California
$608K +$133K +3,748 New
PAG
33
Private Advisor Group
New Jersey
$606K +$73K +2,059 +13%
PS
34
Principal Securities
Iowa
$595K -$5.32K -150 -0.9%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$559K +$249K +7,009 +76%
FFN
36
Focus Financial Network
Minnesota
$499K +$1.59K +45 +0.3%
SI
37
Stephens Inc
Arkansas
$495K -$136K -3,832 -21%
CFD
38
Creative Financial Designs
Indiana
$473K -$4.04K -114 -0.8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$449K -$1.54M -43,295 -77%
HFM
40
Hartford Financial Management
Connecticut
$397K – – –
BKA
41
Brick & Kyle Associates
Pennsylvania
$384K +$142 +4 +0%
AMG
42
Asset Management Group
Connecticut
$379K +$1.63K +46 +0.4%
EH
43
Equitable Holdings
New York
$368K -$219K -6,177 -37%
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$355K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$330K +$25.4K +716 +8%
WAM
46
Walker Asset Management
Missouri
$323K -$425 -12 -0.1%
YWM
47
Yoder Wealth Management
California
$322K – – –
MFG
48
Merit Financial Group
Georgia
$312K +$780 +22 +0.2%
Lido Advisors
49
Lido Advisors
California
$306K -$41K -1,156 -12%
Citadel Advisors
50
Citadel Advisors
Florida
$299K -$300K -8,460 -49%
1
2
3 4

RSPM Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q2 2024, worth a combined $131M — down 8% from $142M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RSPM and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Valley Wealth Managers, opening a new position worth an estimated $4.33M. The largest seller was Miller Investment Management, exiting entirely with an estimated $4.36M sold.

  • 84 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q2 2024, down from 90 in Q1 2024.
  • Funds reported $131M of Invesco S&P 500 Equal Weight Materials ETF stock for Q2 2024, down 8% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q2 2024 was Valley Wealth Managers, an estimated $4.33M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q2 2024 was Miller Investment Management, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2024.