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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
CA
51
Clearstead Advisors
Ohio
$280K +$288K +8,131 New
SB
52
Strategic Blueprint
Georgia
$252K -$7.45K -210 -3%
RJA
53
Raymond James & Associates
Florida
$240K -$8.23K -232 -3%
HI
54
Harbour Investments
Wisconsin
$237K +$196K +5,530 +411%
SIA
55
Schechter Investment Advisors
Michigan
$226K – – –
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$208K -$4.75K -134 -2%
TL
57
Tradewinds LLC
North Carolina
$205K -$1.77K -50 -0.8%
Jane Street
58
Jane Street
New York
$202K -$16.1K -455 -7%
AF
59
Allworth Financial
California
$146K +$319 +9 +0.2%
GWM
60
Geneos Wealth Management
Colorado
$131K -$23K -650 -15%
LOIP
61
Live Oak Investment Partners
Texas
$130K – – –
PTC
62
Private Trust Company
Ohio
$105K – – –
KFI
63
Key Financial Inc
Pennsylvania
$104K – – –
ACA
64
Aptus Capital Advisors
Alabama
$53K – – –
William Blair & Company
65
William Blair & Company
Illinois
$52.1K – – –
OC
66
Oakworth Capital
Alabama
$35.2K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$33.6K – – –
Comerica Bank
68
Comerica Bank
Texas
$24.1K – – –
US Bancorp
69
US Bancorp
Minnesota
$21.2K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$17.2K -$1.24K -35 -7%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$17.2K -$11.8K -334 -40%
FFA
72
Farther Finance Advisors
California
$16.2K +$16.8K +475 New
CA
73
Continuum Advisory
Idaho
$15.2K – – –
POIA
74
Pin Oak Investment Advisors
Texas
$12K – – –
Jones Financial Companies
75
Jones Financial Companies
Missouri
$11.5K +$10.8K +304 +1,013%
1 2
3
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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.