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Invesco S&P 500 Equal Weight Materials ETF
RSPM

78 hedge funds and large institutions have $111M invested in Invesco S&P 500 Equal Weight Materials ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% less ownership

Funds ownership: 46.94% → 45.92% (-1%)

7% less funds holding

Funds holding: 84 → 78 (-6)

17% less capital invested

Capital invested by funds: $135M → $111M (-$23.3M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$3.39M
2
Morgan Stanley
Morgan Stanley
New York
+$3.35M
3
Citadel Advisors
Citadel Advisors
Florida
+$749K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$364K
5
PAG
Private Advisor Group
New Jersey
+$170K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.53M
2
Bank of America
Bank of America
North Carolina
-$1.48M
3
SWP
Stratos Wealth Partners
Ohio
-$1.35M
4
Goldman Sachs
Goldman Sachs
New York
-$1.01M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Private Trust Company
Ohio
$99K – – –
KFI
52
Key Financial Inc
Pennsylvania
$98K – – –
ZB
53
Zions Bancorporation
Utah
$66.8K – – –
ACA
54
Aptus Capital Advisors
Alabama
$50.1K – – –
William Blair & Company
55
William Blair & Company
Illinois
$49.2K – – –
MCM
56
MAI Capital Management
Ohio
$38.1K +$41.9K +1,170 New
OC
57
Oakworth Capital
Alabama
$33.2K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$31.8K – – –
BlackRock
59
BlackRock
New York
$31.7K +$34.8K +972 New
Comerica Bank
60
Comerica Bank
Texas
$22.8K – – –
Jones Financial Companies
61
Jones Financial Companies
Missouri
$21.8K +$3.12K +87 +15%
US Bancorp
62
US Bancorp
Minnesota
$16.4K -$3.94K -110 -18%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$16.3K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$16.2K -$36 -1 -0.2%
LC
65
Lavaca Capital
Texas
$14.7K +$16.1K +450 New
CA
66
Continuum Advisory
Idaho
$14.3K – – –
POIA
67
Pin Oak Investment Advisors
Texas
$13K – – –
AWM
68
AE Wealth Management
Kansas
$9.77K +$10.8K +300 New
MSFP
69
Mark Sheptoff Financial Planning
Connecticut
$8.63K – – –
PSFG
70
Park Square Financial Group
Georgia
$8.34K +$9.18K +256 New
HR
71
Howe & Rusling
New York
$6.74K – – –
PA
72
PSI Advisors
Florida
$6.03K – – –
BA
73
Bristlecone Advisors
Washington
$3.75K – – –
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$2.7K – – –
FGC
75
Financial Gravity Companies
Texas
$1.82K +$466 +13 +30%
1 2
3
4

RSPM Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q4 2024, worth a combined $111M — down 17% from $135M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RSPM and 10 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was Trinity Legacy Partners, opening a new position worth an estimated $3.39M. The largest seller was LPL Financial, cutting an estimated $6.53M.

  • 78 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q4 2024, down from 84 in Q3 2024.
  • Funds reported $111M of Invesco S&P 500 Equal Weight Materials ETF stock for Q4 2024, down 17% quarter-over-quarter.
  • 10 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q4 2024 and 13 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q4 2024 was Trinity Legacy Partners, an estimated $3.39M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q4 2024 was LPL Financial, an estimated $6.53M sold.

Based on aggregated 13F filings for Q4 2024.