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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
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$218K -$7.28K -206 -3%
AWA
52
Arkadios Wealth Advisors
Georgia
$213K +$201K +5,691 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$211K -$373K -10,549 -65%
PWM
54
Perigon Wealth Management
California
$208K +$197K +5,569 New
TRCT
55
Tower Research Capital (TRC)
New York
$176K -$172K -4,864 -51%
AF
56
Allworth Financial
California
$156K +$283 +8 +0.2%
NFA
57
Northwest Financial Advisors
Virginia
$152K +$144K +4,075 New
LOIP
58
Live Oak Investment Partners
Texas
$131K
GWM
59
Geneos Wealth Management
Colorado
$123K -$17.7K -500 -13%
PTC
60
Private Trust Company
Ohio
$114K
KFI
61
Key Financial Inc
Pennsylvania
$112K
ZB
62
Zions Bancorporation
Utah
$76.6K +$72.4K +2,050 New
ACA
63
Aptus Capital Advisors
Alabama
$57.5K
William Blair & Company
64
William Blair & Company
Illinois
$56.4K
OC
65
Oakworth Capital
Alabama
$38.1K
SPIA
66
Steward Partners Investment Advisory
New York
$36.4K
Comerica Bank
67
Comerica Bank
Texas
$26.2K
US Bancorp
68
US Bancorp
Minnesota
$23K
Jones Financial Companies
69
Jones Financial Companies
Missouri
$21.9K +$8.8K +249 +75%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$18.7K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$18.7K
FFA
72
Farther Finance Advisors
California
$17.8K
CA
73
Continuum Advisory
Idaho
$15.6K
POIA
74
Pin Oak Investment Advisors
Texas
$13K
MSFP
75
Mark Sheptoff Financial Planning
Connecticut
$9.9K

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.