We are live on ! Find out more
RSPM icon

Invesco S&P 500 Equal Weight Materials ETF

103 hedge funds and large institutions have $354M invested in Invesco S&P 500 Equal Weight Materials ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

61.08% more ownership

Funds ownership: 237.36%298.44% (+61%)

58% more capital invested

Capital invested by funds: $224M → $354M (+$129M)

13% more funds holding

Funds holding: 91103 (+12)

Holders
103
Holders Change
+12
Holders Change %
+13.19%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
34
Increased
35
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Advisory Alpha
Michigan
$214K +$204K +5,790 New
Truist Financial
77
Truist Financial
North Carolina
$213K +$3.52K +100 +2%
BRWA
78
B. Riley Wealth Advisors
Florida
$211K
AWA
79
Arkadios Wealth Advisors
Georgia
$203K +$194K +5,500 New
CA
80
Cetera Advisors
Colorado
$203K +$194K +5,500 New
TRCT
81
Tower Research Capital (TRC)
New York
$193K -$69.1K -1,960 -27%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$165K
KTC
83
Kistler-Tiffany Companies
Pennsylvania
$116K -$39.7K -1,125 -26%
William Blair & Company
84
William Blair & Company
Illinois
$110K +$53.6K +1,520 +103%
CT
85
Cambridge Trust
Massachusetts
$103K +$98.7K +2,800 New
MCC
86
Money Concepts Capital
Florida
$101K -$68K -1,930 -41%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$70K
LS
88
Leelyn Smith
Illinois
$68K
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$45K +$43.2K +1,225 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$40K +$38.3K +1,085 New
SPIA
91
Steward Partners Investment Advisory
New York
$36K
US Bancorp
92
US Bancorp
Minnesota
$23K -$24.9K -705 -53%
Creative Planning
93
Creative Planning
Kansas
$19K +$18.5K +525 New
BW
94
Bison Wealth
Georgia
$18K
CFD
95
Creative Financial Designs
Indiana
$18K +$176 +5 +1%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$16K +$10.6K +300 +231%
FHA
97
First Horizon Advisors
Tennessee
$15K +$14.1K +400 New
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
POIA
99
Pin Oak Investment Advisors
Texas
$13K
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$13K +$12.3K +350 New

RSPM Hedge Fund Activity: Q1 2022 in Review

103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) for Q1 2022, worth a combined $354M — up 58% from $224M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new RSPM positions and 16 closed out — a net gain of 18 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $50.5M. The largest seller was Courage Miller Partners, exiting entirely with an estimated $2.41M sold.

  • 103 institutional investors held Invesco S&P 500 Equal Weight Materials ETF (RSPM) as of Q1 2022, up from 91 in Q4 2021.
  • Funds reported $354M of Invesco S&P 500 Equal Weight Materials ETF stock for Q1 2022, up 58% quarter-over-quarter.
  • 34 funds opened new Invesco S&P 500 Equal Weight Materials ETF positions in Q1 2022 and 16 closed out, a net change of +18 holders.
  • The largest Invesco S&P 500 Equal Weight Materials ETF buyer in Q1 2022 was Harel Insurance Investments & Financial Services, an estimated $50.5M added.
  • The largest Invesco S&P 500 Equal Weight Materials ETF seller in Q1 2022 was Courage Miller Partners, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2022.