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Invesco S&P 500 Equal Weight Materials ETF

84 hedge funds and large institutions have $135M invested in Invesco S&P 500 Equal Weight Materials ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more capital invested

Capital invested by funds: $131M → $135M (+$3.95M)

0% more funds holding

Funds holding: 8484 (0)

0.69% less ownership

Funds ownership: 47.64%46.94% (-0.69%)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$653K -$123K -3,472 -17%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$635K +$140K +3,975 +31%
PS
28
Principal Securities
Iowa
$542K -$96.8K -2,740 -16%
CFD
29
Creative Financial Designs
Indiana
$541K +$26.1K +739 +5%
SI
30
Stephens Inc
Arkansas
$516K -$19.4K -550 -4%
CWA
31
Capital Wealth Alliance
Arizona
$503K -$175K -4,950 -27%
FFN
32
Focus Financial Network
Minnesota
$488K -$29.8K -844 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$441K -$1.13M -32,027 -73%
HFM
34
Hartford Financial Management
Connecticut
$430K
AMG
35
Asset Management Group
Connecticut
$387K -$22K -623 -6%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$385K
YWM
37
Yoder Wealth Management
California
$348K
WAM
38
Walker Asset Management
Missouri
$339K -$10.1K -285 -3%
MFG
39
Merit Financial Group
Georgia
$332K -$4.88K -138 -2%
Lido Advisors
40
Lido Advisors
California
$323K -$8.34K -236 -3%
EH
41
Equitable Holdings
New York
$321K -$73.5K -2,081 -19%
FHC
42
First Heartland Consultants
Missouri
$314K +$495 +14 +0.2%
CA
43
Clearstead Advisors
Ohio
$277K -$25.5K -723 -9%
HI
44
Harbour Investments
Wisconsin
$276K +$17.7K +500 +7%
Creative Planning
45
Creative Planning
Kansas
$266K +$252K +7,120 New
SB
46
Strategic Blueprint
Georgia
$256K -$16.1K -455 -6%
RJA
47
Raymond James & Associates
Florida
$247K -$12.6K -357 -5%
JP Morgan Chase
48
JP Morgan Chase
New York
$246K -$396K -11,206 -63%
SIA
49
Schechter Investment Advisors
Michigan
$245K
Ameriprise
50
Ameriprise
Minnesota
$221K -$575K -16,276 -73%

RSPM Hedge Fund Activity: Q3 2024 in Review

84 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q3 2024, worth a combined $135M — up 3% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RSPM positions and 7 closed out — a net gain of 1 holder — while 16 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.94M. The largest seller was Valley Wealth Managers, cutting an estimated $4.31M.

  • 84 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $135M of Invesco S&P 500 Equal Weight Materials ETF stock for Q3 2024, up 3% quarter-over-quarter.
  • 8 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q3 2024 was LPL Financial, an estimated $6.94M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q3 2024 was Valley Wealth Managers, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2024.